What
are Tags?
A tag allows the salesperson to
describe a default room (e.g. Bedroom 1) as the "Master Bedroom"
or "James Room" (whatever label that would make sense for the
given situation). The flexibility of providing labels to rooms
will aid the salesperson and ultimately the driver in
communicating with the customer (who knows the rooms in question
by the label and not Bedroom 1). The label is saved with the
survey, and when the drivers inventories are printed, the label
(e.g. Master Bedroom) will appear on the inventory.
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How do I apply a Room Tag?
To
apply a "Room Tag" you must be in a survey and within the "Table
of Measures" entry form. Next, select the button "Edit Room
Tags" located on the upper left of the screen. A data entry form
will open to assign room tags. First select a room to place a
tag on, making sure to indicate the room by number if you are
tagging similar rooms (e.g. Bedroom 1, Bedroom 2, Bedroom 3
etc.). Select "Add to List", the room selected will appear in
the right upper box. Next, place the cursor in the highlighted
(blue) text box to the right of the room, type the description
(e.g. Master Bedroom). Repeat as necessary until you have
completed entering room tags. If you have entered a room you do
not wish to keep or have made a mistake in the data entry,
simply click on the room and select the "Remove from List"
button. When your finished select "Done". NOTE: by clicking on
the check box to the left of the "Edit Room Tags" button you can
switch between the room that have been "Tagged" by you and the
"Default" rooms.
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How do I Transfer Surveyed Items between Rooms?
While creating a survey or editing
an existing survey. Go into the "Table of Measures" screen. Then
select "Review Survey Items". You will notice a new button
called "Transfer Rooms". Select the articles that you wish to
transfer. Press the "Transfer Rooms" button. A small screen will
open with a listing of rooms. Select the room you wish to
transfer the articles too. You can press "Transfer" to compete
the transfer of articles or press "Cancel" to cancel the
transfer and return to the "Review Survey Items" screen. If you
press transfer you will notice that the articles that you
selected are now assigned to the room you specified.
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How do I Create a New "Table of Measures"?
Click here for the printable answer.
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Why do I only have two "Table of Measures" to select from when I
"Open an existing Survey"?
That is correct. If a survey has
been created and articles have been assigned you are only
permitted to switch within that "Table of Measures" (i.e. from
either Cube to Weight or Weight to Cube). If no articles have
been surveyed you are free to select from all available "Table
of Measures".
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Why do I only have two options when I go into "Survey Summary"
to perform a "Cube / Weight" comparison?
Again this is correct. You are only
permitted to compare within the same Table of Measures. This is
the case since articles differ between the "Table of Measures"
and it is not possible to compare when they are different, so to
ensure data integrity, you are only permitted to compare within
the same "Table of Measures".
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What is the Actual Packing Screen for and how do I use it?
The Actual Packing screen is an interface that was provided to
allow you to enter the details regarding Actual (as opposed to
Surveyed) Packing information. This information would be
obtained subsequent to the packers return after the pack has
been completed. Using the Actual Packing screen is very similar
to the screen that you entered the original survey, but it
focuses only on Packing.
From the Switchboard on
the "PC Version" only (after you have selected the
Customer/Survey for which you wish to enter Actual Packing),
select the button "Enter Actual Packing Counts". The screen will
load pulling in the surveyed packing information. You are now
free to edit this listing to reflect what was actually packed.
If you would like to change a quantity for a given entry (for
example Bedroom 1 may have been surveyed with 2, 5cu cartons and
you would like to change that to 1, 5cu carton), you would
select the entry. The values will then appear in the boxes at
the top of the screen. You now may change the quantity to the
desired value (in our example to 1). Now press the "Add/Update"
button at the bottom left of the screen. Now the entry in the
listing will be updated to reflect your changes. If you would
like to completely remove an entry - select the entry(s) that
you wish to remove and then press the "Remove" button. The
highlighted entry(s) will be removed. If you wish to add and
entry, select the room, select the carton - the boxes at the top
of the screen will now display the room / carton you selected.
Enter the quantity and press the "Add/Update" button. The new
entry is added to the list. Prior to exiting the screen press
the "Commit & Reload" button. The Actual Packing information has
now been saved. You may safely return to the Switchboard.
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How do I print Driver's Inventories for Packing, or for
Furniture?
When you go into Print Inventories,
the "Report Printer Setup" will open. The "Print Options" will
allow you to select type of listings. By default, "Both
Furniture and Packing" option is selected. You may select either
of the other options (Furniture Only or Packing Only) and the
appropriate listing will be created.
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How do I transfer a Survey from the NJL Software to the IVAN
System?
.
If this has been done then you can proceed with these
instructions. With "Relocation Suite" open select "Survey
Switchboard". To transfer a survey to IVAN please make sure you
have a copy on your local machine (retrieve it from the "CDS").
Once you have a copy on the local machine CLICK the button
"Survey Transfer to IVAN". A new window will open, select the
survey you wish to transfer and CLICK the "Transfer" button.
Minimize or close Relocation Suite so your desktop is visible.
Select the "IVAN DATA Transfer System" icon (shortcut). If you
do not have one on your desktop, go to your
"Start" menu (Button on the bottom left corner of your screen),
select "Program's"...select "Atlas"...select "IVAN DATA Transfer
System". The IVAN transfer program will open, select the survey
to be transferred, enter your six digit "USER NAME" (example...sbtXXX)
assigned by Atlas. Enter your 10 digit "IVAN" user name
(example...AVLXXXXXXX), a password is not required, click the
"Send" button.
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I transferred data from my mobile device to the Local PC, why
did the data get sent to the CDS?
The data will always transfer to the
CDS to prevent data loss. The solution is to check "Keep as
Local Copy for Edit" after setting the source of data to be
transferred from the "Handheld Device" and the target for data
to be transferred to "Central Data Store".
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