This week’s Tip is a repeat of one of our original Tips of the Week, but it can be a real timesaver so we felt it was worth resending.
If an account has multiple locations and you accidentally enter documentation under the wrong address, there’s no need to reenter the entire inspection. All you need to do is follow the simple steps below:
From the Account list select the location where the safety inspection was entered.
|Scroll down to the bottom of the page and select the Safety Inspection (or any other inspection entered under the wrong address).|
|Click on the pencil icon to the right of the Safety Inspection/Gas Check Data.|
|Select the correct address from the drop down menu|
Scroll to the bottom of the page and click Save.
Your Safety Inspection data has now been moved from the wrong location to the correct location.
July 24, 2017