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1. Add access arrangements

From a works order:

  • Click Access arrangements (bottom right)

  • Select the required option from the menu - e.g. Collect keys from office
    The options offered are dependent on configuration as requested by you/your business

  • OR click Other, enter the arrangements and click Accept

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  • The selected arrangements, or notes added, will be shown on screen

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  • To remove the current access arrangements, right-click over the panel and select
    Clear Access Arrangements

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2. Access arrangements on PDF/printed copy

The selected/added access arrangements are added to the PDF or printed copy generated from the works order screen

From works order screen (top right):

  • Click Print

  • From the print options offered:

    • To print a paper copy, click Preview and Print

    • To email a PDF copy, click E-mail Document

Tip

Depending on the option chosen, the works order document is created and displayed on screen or attached as a PDF to an email

Example template

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