|
Table of Contents- I have received an error message! What should I do?
- What is the CDS?
- How do I remove a survey once I have finished editing?
- How do I remove the surveys from my
Handheld?
- Why can I not find the refrigerator in the kitchen?
- How do I get the survey from the Handheld to my PC?
- I have transferred the surveys from the
Handheld to the PC, but cannot find them to view/edit!
- How do I remove/change an item within the survey?
- The "NoGo" (do not ship) check box has disappeared on the Handheld?
- How do I change or add a default item (have the refrigerator added to the kitchen) to a room?
- What are Tags?
- How do I apply a Room Tag?
- How do I Transfer Surveyed Items between Rooms?
- How do I Create a New "Table of Measures"?
- Why do I only have two "Table of Measures" to select from when I "Open an existing Survey"?
- Why do I only have two options when I go into "Survey Summary" to perform a "Cube / Weight" comparison?
- What is the Actual Packing Screen for and how do I use it?
- How do I print Driver's Inventories for Packing, or for Furniture?
- How do I transfer a Survey from the NJL Software to the IVAN System?
- I transferred data from my mobile device to the Local PC, why did the data get sent to the CDS?
"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.
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.
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.
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.
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.
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.
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.
Back to Top
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.
Back to Top
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
Back to Top
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".
Back to Top
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.
Back to Top
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.
Back to Top
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.
Back to Top
How do I Create a New "Table of Measures"?
Click here for the printable answer.
Back to Top
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".
Back to Top
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".
Back to Top
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.
Back to Top
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.
Back to Top
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.
Back to Top
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".
Back to Top |
