Locations Dashboard Overview


screenshot of the locations dashboard interface

Create A New Rental Location


screenshot of the new rental location navigation bar

1. Click the New Rental Location button in the sub-menu. 

2. Select a location type from the drop-down menu and select Continue. 

3. Fill out the rental location information. This can be changed later if necessary.

4. Click the Create button. 

screenshot of the select rental location type window

screenshot of the create rental location windo

Rental Location Information

screenshot of the rental location window dashboard interface

The Permit Information Window


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Advanced Search


screenshot of the advanced search navigation bar

1. Click the Advanced Search button in the sub-menu.


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2. The Advanced Search allows the user to search by any fields in the application. Enter the desired search parameters and click Search.

3. Searches can be saved for later ease of access. To save a search, click the Save Search button before clicking Search.


Saved Searches

There are two methods to open a saved search.

screenshot of the open saved search navigation bar

1. Click the Open Saved Search button in the sub-menu.


screenshot of the saved search window

2. Select the saved search from the drop-down menu and click Open.

3. The user can also edit the search parameters of the saved search by clicking Edit.

4. Alternatively, select the saved search from the Select View drop-down menu in the upper right-hand corner of the Main View table.


screenshot of the select view saved search drop down menu



Preferences and Settings

Preferences


To customize the display of your software application,
select the Preferences button within the side menu.


screenshot of the preferences side menu option

screenshot of the work management preferences window

This is where you can set preferences on:


  • Fields and the order they are displayed on the dashboard,
  • Number of lines shown on one page (Page Size).
  • Size information is displayed on the main dashboard (View Size),
  • Size of detail sections on the edit screen popup window  (Table Size),
  • Default Size of the popup window. (Edit Screen Size)
  • Condense popup window items (Edit Screen View)
  • Color scheme
  • Default saved search.
screenshot of the work management preferences window
screenshot of the work management preferences window

Choose Displayed Fields


 In the Preferences window, select which fields to display in the Dashboard View table.


(Note: This does not remove a field from the application. Fields can still be viewed in the Information window if unchecked in the Preferences window).


Re-order fields displayed on dashboard



Select the gear icon in the bottom right side from the preference window.

From here you can click and hold on field items to drag them to the order you wish to see them displayed in the main dashboard. 

 

screenshot of the preferences side menu option

screenshot of the preferences side menu option

Screen Display Settings

In the Preference window scroll down to the bottom to change the look and feel of your dashboard


screenshot of the preferences side menu option

Page Size

Changes how many items are displayed on each page.

screenshot of the preferences side menu option

View Size

Adjusts the size of the text and the cells on the primary interface.


screenshot of the preferences side menu option

Table Size

Adjusts the size of the table text within the pop-up window.


screenshot of the preferences side menu option

Edit Screen Size

Adjusts the default size that the popup window opens as.




Color Scheme Examples

screenshot of the preferences side menu optionscreenshot of the preferences side menu option