Depending on the role you have in Climapulse and the applied modules, functionalities will differ. Getting to know a new system takes time. To make this easier we try to display information as consistent as possible, be it an assignment, a customer or an installation. To guide you we’ll explain this by user Customers.
In Climapulse there are two types of managers: a general manager and an administrative manager. The general manager can do practically everything. The administrative manager has the same rights, but lacks the ability to change settings and manage users.
A technician has a more narrow overview on the system so he can focus on what matters most: tasks, assignments and installations. But a technician will always be able to add a new customer or installation if it does not exist yet; a record that wasn’t added by them cannot be edited by them.
Although this guide is meant for managers, it’s still advisable to read through the next items when you’re a technician. By doing this knowledge can be transferred.
Example: Managing Customers
The first thing to do is to add customer information. You either add everything along the way or you can import them if you’ve already have customer information present elsewhere.
The next steps will guide you to add a customer yourself.
To the left of the screen you’ll find the menu. In that list you’ll see Customers. Click it and you’ll be presented of the first 20 customers.
The screen is divided in some standard components:
- Title and options
- Items with their name and description and optionally some specific options.
In the screenshot below you’ll again see these components:
- The title Customers in the top left.
- The option to add a New customer in the top right
- A filter that will allow you to quickly search a customer, deep-filtering, to sort the list and you’ll even be possible to export the customer information to an .xlsx-file.
- Underneath all of this you’ll see the customers themselves.
For each individual item there are options. Click the blue link r the eye-icon on the right to view the detailed information of the item. Click the pencil-icon to modify the customer. Other options can be access by clicking the three dots (…).
If you don’t see some options, you don’t have the necessary rights.
Allows you to add a new item.
Click the pencil om modify data of an existing item. Depending on the context there will be other, better options avalable like for example archiving of an installation.
Removing an item permanently. You’ll first need to confirm the action before the item will actually be removed. Or you’ll be pointed out what first needs to be done in order to remove the item.
Choose copy if you want to add a similar item.
|Download / export|
When you’re an administrator you will see this option at lists. Click it to download a spreadsheet that contains all information of the list.
Archive items that you don’t use anymore. Further modifications won’t be possible, unless you choose to unarchive it.
Did you archive an item but further modifications are needed? Un-archive the item first.
Enter your search words and click Enter or the magnifying class.
You’ll find this icon at the so-called related items, like a measurement or time registration. Click the button to remove the corresponding record.
The detail screens allow you to access the detailed information of an item. For a customers this is mainly their name, address and possible contact persons.
Adding or modifying
When adding or modifying an item you’ll be presented with a form. Where needed some extra information is present to make clear which information is expected.
Fields that are mandatory are shown in bold and highlighted with an asterisk.
When you added or modified all information you should save the changes by clicking the Save-button at the bottom of the page. If saving isn’t possible an error message is shown to clarify which information is missing or incorrect. For example, a empty mandatory field or a numerical field that’s filled in with ‘abc’.
Deleting items should be the exception and only executed when the item itself is incorrect or a duplicate.
Also, some restrictions apply to prevent that you or a collegae perform actions that are irreversibel. A customer can only be removed if there are no installations linked to it anymore, an installation can only be removed if there are no missions linked to it and a refrigerant can only be removed if it’s not in use anymore.
Exclusive to managers
You as a manager can perform more actions than an administrative administrator or a technician. It’s your responsibility to manage the system and to adapt it to the needs of your company.
Take a look at the Settings and the Accountmanagement. If you work in a team, make sure to check out the Users management-topic. To monitor everything you can use our Reportingtools.
Make clear agreements
- Decide who is responsible for the managing of customers, locations and buildings. Is a technician allowed to add a customer himself if he is unable to find it or should this be done by someone at the office, who could have more information about that customer.
- Sometimes the help of an (administrative) manager is required. Assign the person who is responsible so technicians know who to contact.