Access arrangements on a works order - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which allows access arrangements to be added to a works order - the relevant arrangement is selected from a predefined list or more detailed notes can be added instead
The arrangements are displayed on the works order screen and also on the PDF/printed document created from the works order screen
When requesting this feature to be enabled via Reapit Support (see link below), you will need to supply the wording required for the access arrangements, as it will be set-up and tailored to meet each customer’s individual requirements
To enable this configuration option, click here to contact Reapit Support
1. Add access arrangements From a works order:
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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):
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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