Your browser does not support the video tag.Scenario Outstanding jobs need to be allocated to specific engineers Cause Jobs are currently at ‘Unallocated’ status and have yet to have a visit assigned to an engineer to carry out the work required Resolution There are two ways to assign jobs […]
Creating a New Protean User Video
Your browser does not support the video tag.Scenario A new Employee Record needs to be created Cause A new user of Protean needs an account to be created with their details to allow them to log in as themselves Resolution – Click on the System Tab at the top […]
Changing a User Password Video
Your browser does not support the video tag.Scenario The password for a user needs to be changed Cause A user has forgotten or would like to change their password Resolution Click on the System Tab at the top left of the Protean Window and Select the Employee Icon. If […]
Following up tasks
If a particular task is finished you can create a Follow Up task with the same customer information as a quicker method than raising a new blank task If the Task form you are using is the Simple Task Form (See further down for the Sales Task Form): Open the […]
Engineer Purchase
In instances where engineer’s purchase parts for a job, follow the process below to show this on Protean: Select the appropriate job and select the ‘Complete’ option Move to the parts tab of the job and hit the ‘Add’ button Enter the part number of the part you will be […]
Adding Photos to Jobs
It is possible to attach images to job visits on the mobile device application. To do this: Select the job that you would like to add pictures to and press the ‘‘Complete’‘ option On the ‘Report’ tab of the job, press the ‘‘Attachments’‘ button On this page, select the […]
Submitting Engineer Timesheets
To submit timesheets on a mobile device: Select the ‘Next Timesheet, Day DD-MMM-YYYY’ on the main menu screen of the mobile device Ensure all job details are correct, ensuring that there are no overlaps on activities and job visits If the Protean setting ‘Use Flexi-time’ is not selected against the […]
Hire Contract Charging Patterns
There are various different combinations of settings within the Hire Period to accommodate for different invoicing requirements Within the Hire Contract go to the three dots at the end of the Equipment Line The Hire Period window will open and has several different settings to control the invoicing of the […]
Automating the Update Service Jobs routine
It is possible to set a routine through the Scheduler to run the Update Service Jobs routine NB: The Scheduler must be active to run the routine, if you don’t have a Scheduler set up or it is not active please contact the Support Desk Go to System ¦ Utilities […]
Setting pop-up reminders for yourself or another user
Any Task can have a reminder set to pop up on the screen and notify either yourself or another user Open the task you wish to set the reminder for or create a new one. There are two types of task forms, simple and sales task form depending on the […]