For Survey PLUS "The #1 Survey Module"
1. I have received an error message! What should I do?
"Have you done all the current updates?" If you have, close the program, reset your Handheld (use your stylus and push the reset button on the left hand side of the keyboard) and start again. If you are still receiving an error message, use our "Suggestions" page to send a comment to our Support Team. Please describe in detail the error and our Team will respond as quickly as possible.
2. What is the CDS?
CDS = CENTRAL...DATA...STORE. Think of the CDS as a safe or vault. The CDS is a separate database than the one used to display and edit surveys. Once you have finished with a survey or surveys you would move them to the CDS for safe keeping and future editing.
3. How do I remove a survey once I have finished editing?
From the "Switchboard" select the "Submit/Retrieve Data from the Central Data Store" button. Once you have entered the Central Data Store, select your sales ID from the drop down box labelled "Assign to Sales ID". The list of surveys stored under your ID will appear. Select (by highlighting it) the survey you are finished with and select the "Submit Selected Surveys to CDS. This action will remove the survey from your local database.
4. How do I remove the surveys from my Handheld?
First you must move all the surveys (one at a time) from the local PC to the CDS. This action will result in the local PC having no customers left to view or edit. Once all the customers have been moved to the CDS you would return to the "Switchboard" and select the "Copy Data from PC to Handheld" button. As you have no customers on your local PC the blank database will be copied to the Handheld. This action will remove all existing surveys on the Handheld.
5. Why can I not find the refrigerator in the kitchen?
Just below the item listing is a text box with the heading of "Items", in this box the default items list is "Current Room", select "All Items". This action will display a full listing of all items in the table. Select the item you are looking for.
6. How do I get the survey from the Handheld to my PC?
Once you have completed a survey on the Handheld, place the Handheld in the cradle and establish a connection. Open Survey PLUS on your PC. Making sure that the Survey PLUS program on your Handheld is shut down, select the "Copy Data from the Handheld to the PC" button. This action will copy (leaving a copy on the Handheld) the surveys stored on the Handheld to the PC.
7. I have transferred the surveys from the Handheld to the PC, but cannot find them to view/edit!
PC Survey will only display the surveys logged to a user. First, close Survey PLUS and re-open the program using the appropriate Sales ID for the surveys you wish to display. If this process does not work, or if you do not remember the Sales ID the surveys were logged under, close and re-open the program again under the administrator ID. If you are not sure of the ID # please contact your administrator.
8. How do I remove/change an item within the survey?
Once you have selected a customer and survey for edit, select the "Enter Survey Information" button. Within the "Table of Measures" you would select the "Review Survey Items" button on the bottom right. This screen allows the user to remove/change an item. To "remove" an item, select the item (by highlighting it) and then select the "Remove" button. To "change" an item, select the item (by highlighting it) and choose an option under the "Transfer Item" box, and then select the "Transfer" button.
9. The "NoGo" (do not ship) check box has disappeared on the Handheld?
Your "Taskbar" is the culprit! To solve this issue click on the "Start" button on the Handheld, go to "Settings" then select "Taskbar & Start menu" click the "Auto Hide" check box and "OK". This action will hide your "Taskbar" and allow you to view the "NoGo" check box.
10. How do I change or add a default item (have the refrigerator added to the kitchen) to a room?
First you must
open
Relocation PLUS
on your PC.
Then, on the menu bar at the top of the screen, select the "Administration"
button and then "Edit Available Table of Measures". After the form opens use the
scroll bars on the right and the bottom to locate the piece and room you want to
update, click on the appropriate cell to change the item default between "Yes"
and "No". Once you have completed making your changes select "Commit Changes".
11. 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.
12. 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.
13. 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.
14.
How do I Create a New "Table of Measures"?
NOTE: Table of Measures modifications and management MUST be made on the PC. Once any changes have been made you must "Copy" the data from the PC to the Handheld (Handheld). Prior to making any changes make sure all surveys are safely stored in the CDS (i.e. copy them from the Handheld to the PC and from the PC to the CDS). To access the interface to manage "Table of Measures", the user should log in as administrator (999 is the default administrator). Select Edit and then Options from the Main menu. Select the tab "Update Local Tables". Then select the tab, "Manage Table of Measurements" (some may remember that this option was used to previously to adjust room / article associations. This functionality still exists but has been significantly enhanced. The new interface has additional features. The Table of Measures that is loaded is the default (which will be the Government Table of Measures until changed)). A tour of the new interface will reveal new functionality. The first new section is called – "Create a New Table of Measures / Select Table of Measures". Within this section are three buttons. The first button is called "Select Available Table of Measures". Pressing this button will open a new screen that lists all available "Table of Measures". From this interface the user can select a table to load (if the table selected is one provided by NJL - you can adjust Room Article associations only - not Cube & Weight). Tables can be removed using this screen as well - only custom or user defined Table of Measures can be removed - the base tables are locked and cannot be removed. Select a table that you wish to copy. To see the differences between the Government and Residential tables the user can select one (review it) and repeat with the other. The primary difference is the number of articles (the Government has 444 Articles - the Residential has 234 Articles). (TIP - the top title bar indicates which table is currently loaded). Now a copy can be made! Pressing the "Create New Table of Measures" button will bring up another interface. The purpose of this screen is to prompt the user for basic information about the new "Custom Table of Measures". The new table must have a title – for example "Bobs Table" (no special characters like '/,!@#$ are permitted). Provide a description (a brief comment that describe the new table). A cube multiplier - the value that 1 cubic foot would be multiplied by to be converted to Lbs. (the default is 6.5). Two drop down lists are provided - the first allows the user to select the source or template from the list. The second lists the type of "Table of Measures" (Residential or Commercial). Once all values have been entered / selected - press the Create New Table of Measures button. A message indicating a successful creation means that we may proceed to Room Assignments. The creation interface gives way to the Management Screen - which now has the custom table loaded. Now you can determine the rooms that will be assigned to this table. Currently the base rooms are all assigned. The base rooms are the predetermined rooms that are distributed with Survey Plus (these rooms cannot be deleted or modified - they can however, be reassigned from the "Custom Table of Measures". The third button in the "Create a New Table of Measures / Select Table of Measures" section is now enabled - it is called "Add / Update Room Lists". Pressing this button will load the "Room Maintenance Screen". Two side by side lists will appear. The list to the left is available rooms (this list is currently empty) - the list to the right are assigned rooms (this list is full). Moving rooms from left to right assigns them to the "Table of Measures". Conversely, moving rooms from right to left reassigns or removes rooms from the "Table of Measures". Pressing the button "Edit List of Rooms" causes the list of assigned rooms to disappear and new group of functions to appear. From here you may create a new room by entering the room name in the list (assigning it a type - commercial or residential) and pressing the "Add New Room button". Conversely the room may be removed by selecting it from the list and pressing the "Remove Selected Room" – NOTE, you may only remove user defined rooms - you are not permitted to remove base rooms. After creating user defined rooms press the "Back to Room Assignment" button. The cluster of "Add / Remove Rooms" disappears and the list of assigned rooms returns. The user defined room can be assigned to the "Table of Measures" by moving the room from the list on the left to the list on the right (TIP, a room can be moved to the opposite list by either double clicking on the room or by using the buttons with -> / <-. The =>/<= will remove all items within the list to the opposite list).
Once satisfied with the room assignments, press the "Commit" button. A message will appear indicating a successful assignment and the interface will disappear, once again returning to the main "Table of Measures" interface. At this point the user is free to modify the base list as they see fit. Articles can be assigned to rooms by clicking on the grid that corresponds to both the Article and the Room (TIP, once the you have selected the grid by clicking on your first Article / Room - you can use your arrow keys on the keyboard to move quickly from article to article or room to room. The value can be changed by pressing the enter key. Using the keyboard for large updates will save time). To add a new article press the button on the lower right side of the screen called – "Add New Item". A message will appear instructing the user to enter the "Article Name", a value for both "Cube" and "Weight". Press "Ok" and the cursor will move to the "Article" field. Enter the values for each and press "Add Article". If desired, the operation can be cancelled by pressing the "Cancel" button. Otherwise, after pressing the "Add Article" button the user will be asked if the article is a "Serviceable item" - answer appropriately. The new article is added to the bottom of the list. It can also be removed (as can any articles) by selecting the article in the grid (click on the article description) and then pressing the "Remove Article(s)" button. Multiple articles can be removed by selecting multiple articles from the list and again pressing the "Remove Article(s)" button.
"To make any Table of Measures default". Load that table (check the title bar to ensure that it is loaded). Select the check box at the bottom right of the screen. Once the check box is checked, the option buttons for cube and weight becomes enabled. Select either cube or weights i.e. determine if you would like the default to be your custom table
cube or your custom table weight. Press the "Commit Changes" button
to save all changes. Once completed press the "Close button". The "Manage Table of Measures" screen will close and the user will be returned to the "Options" screen. These changes have been made to the CDS and now must be brought down to the local (on your PC) version. This can be accomplished in two ways. First, the user can simply logout and the next time the user (any user) logs back in it will automatically be brought down. Second, you can press the button "Update Local Tables" tab. The changes will automatically be brought down to the local PC. In order to carry the changes to the Handheld you must "Copy Data from the PC to the Handheld" (this option is on the Main Switchboard). 15.
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".
16.
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".
17.
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. 18. 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. 19. How do I transfer a Survey from the NJL Software to the IVAN
System?
FIRST, PLEASE MAKE SURE YOU HAVE INSTALLED AND
SET UP THE "IVAN DATA TRANSFER 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. 20. 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". Copyright © 2002-2008 NJL Systems PLUS inc. All
Rights Reserved