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operator_general_tab

Operator/Owner>General Tab

Create a New Operator/Owner

  • 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)

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