With the Add Operator/Owner form open and in the General Tab > Details section, enter relevant details.
Clicking select above will display the Select/Add Contact dialog. Go to Select/Add Contact
In the General Tab > Account Numbers section, enter any relevant details.
In the General Tab > Security section, enter any geo location details.
In the General Tab > PI File section, add a material by clicking the Add Material button.
Edit an Operator/Owner
With the Operator/Owner form open and in the General Tab > Details section, select the Edit button (1).
Update the fields that should be changed (2) and when finished, changes can either be saved, cancelled or the record can be archived (3)
operator_general_tab.txt ยท Last modified: 2021/11/11 00:00 (external edit)