Setup Archives - Knowledge Base https://training.walzik.com/category/setup/ Getting Started, Training, & Help Fri, 22 Mar 2024 21:12:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 225648890 Users & Contacts https://training.walzik.com/users-contacts/ Fri, 01 Sep 2023 16:00:00 +0000 https://training.walzik.com/?p=168 Users and Contacts are the humans that do work in the application or receive notifications from the application. To view a list of existing Users…

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]]> 168 Trip Defaults https://training.walzik.com/trip-defaults/ Tue, 01 Aug 2023 16:00:00 +0000 https://training.walzik.com/?p=482 Information entered as Trip Defaults is used by the optimized assignment process to calculate the best overall cost. For more information read the training about…

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]]> 482 Edit My Profile https://training.walzik.com/edit-my-profile/ Sat, 15 Jul 2023 21:44:34 +0000 https://training.walzik.com/?p=1196 To view the User Profile, from the top menu bar click Hello then Edit My Profile; the form displays the current profile settings. Click OK to save changes. Plan Tenant…

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]]> 1196 Hello – Other Menu Items https://training.walzik.com/hello/ Mon, 10 Jul 2023 16:00:00 +0000 https://training.walzik.com/?p=137 To access the other menu items, from the top menu bar click Hello then one of the following menu items: Change Password To change your…

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]]> 137 Alert Triggers https://training.walzik.com/alerts-triggers/ Sat, 10 Jun 2023 16:00:00 +0000 https://training.walzik.com/?p=155 Alert processing consists of creating and maintaining Triggers, and managing the Alerts created by events causing the execution of the Triggers. Triggers To view existing…

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]]> 155 Admin Groups https://training.walzik.com/admin-groups/ Wed, 10 May 2023 16:00:00 +0000 https://training.walzik.com/?p=89 Admin Groups are an optional feature that can be used to assign Trips, Vehicles, Workers and Locations into groups for reporting purposes. Admin Groups should…

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]]> 89 Location Categories https://training.walzik.com/location-categories/ Mon, 10 Apr 2023 16:00:00 +0000 https://training.walzik.com/?p=161 Location categories are an optional feature that can be used to segregate customer locations into groups for reporting purposes. To view existing Location Categories, from…

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]]> 161 Locations https://training.walzik.com/locations/ Wed, 05 Apr 2023 16:00:00 +0000 https://training.walzik.com/?p=153 The Locations are facilities or places of business which are the stops visited on Trips. To view existing Locations, from the top menu bar click…

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]]> 153 Upload Locations https://training.walzik.com/upload-locations/ Sat, 01 Apr 2023 16:00:00 +0000 https://training.walzik.com/?p=311 Locations are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…

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]]> 311 Vehicles https://training.walzik.com/vehicles/ Mon, 20 Mar 2023 16:00:00 +0000 https://training.walzik.com/?p=49 The Vehicles are the most important element of the system, after all it is the vehicles that we are tracking and monitoring on the dashboard.…

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