The following is a transcript of the video guide: This is a video guide to explain what the term Field Office means within the iScout system.Depending on how your organization is structured, you may already have field offices and know exactly what those mean and this video guide may not make much difference for you …
Tag Archives: Video Guides
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 …
WordSmith
Now including Equipment! Your organization may use a different terminology than the KPA defaults. For example, you may call it “Locations” instead of “Field Offices”. Or maybe “Assets” instead of “Equipment”. You can use the WordSmith module within KPA to set the terminology for your organization. To set your own terms: Click the “Control Panel” menu …
Roles and Permissions (Video)
Sub-Reports (Video)
Follow-Ups (Video)
The following is a transcript of the video guide: This is going to be an overview of the follow-up module in iScout, and basically the process for creating follow-ups and for reviewing observations that have follow-ups and doing the tasks and notifications, and basically everything that has anything to do with a follow-up.I’m going to …