Lines of Business (Video)

The following is a transcript of the video guide: This video guide is going to walk through the lines of business that we have within the iScout system. If you already know what a line of business is, or you already know how you would use that within the system, you may not need this …

Using the WordSmith Module

Your organization may use a different terminology than the iScout defaults. For example, you may call it “Locations” instead of “Field Offices”. Or maybe “Projects” instead of “Lines of Business”. You can use the WordSmith module within iScout to set the terminology for your organization. To set your own terms: Click the “Control Panel” menu button …

Rolling vs Window Training Schedules

There are two ways to schedule training in iScout – Rolling and Window. Rolling If you are a long-time iScout user, this is the “original” way. With a “Rolling” schedule, a training will expire exactly one year (or month, etc) after the training was completed.  You can set the renewal period to 1 year, 2 years, …

Companies (Video)

The following is a transcript of the video guide: In this iScout tutorial or video guide, we’re going to walk through companies.Basically it’s a list of organizations that you, uh, or your company works with and I’m going to show you how to work with those in the system and how they’re used within the …

Using Lists With Custom Equipment Fields

This video guide walks through associating a “data list” with a custom equipment field. For example, if your organization wanted to keep track of which “Parking Lot” each truck was assigned to then you could create a custom field called “Parking Lot” which would contain a list of your organization’s parking lots.

How to Assign and Inspect Equipment

When Equipment gets added to the site, Inspections can be scheduled and assigned to Employees.  When creating or editing an Equipment profile, you can assign responsibility of that piece of equipment to one or more employees.  When an inspection is due, the employee(s) assigned the equipment will be notified with an Open Task to complete …