SMART Operator Notes

version 3.3

Part 3. Searching for (or adding) a location

The Location Search window appears when you press the lookup button [...] to look up a location, or (depending on your system configuration) may appear when you start to create a new job.

There are several ways to find the location you want.

Enter the first few letters in one or more of the entry fields along the top so see only locations which start with those letters. For example, entering WOR in the site name would have shown only the first entry in the list below.
Use a wild card search (%) to match characters anywhere in the location field. For example, entering %PROD in the Site Name field would allow these locations to appear in the list
WYN PRODUCTS
THE PRODUCERS
PRODUCTION HOUSES OF AUSTRALIA
Choose one of the tabs below (By Site Code, By Site Name, etc) to sort the list into a different order.
To clear the search, press the F4 button.

In addition to (or instead of) the above method, you can use a Locator search

Click on a tab (e.g. By Site Name) depending on what you want to search by.
Click in the list so it is highlighted (as below).
Now type the first few letters of the name you are searching for. For example, if you chose By Site Name, type the first few letters of the Site Name (Location name). The list will move to the first matching entry.
To clear the search, press the up arrow key.

Note:

Some of the terms displayed above may be different in your system.
If you can't find a location, check that the State field is set correctly. This selection is not cleared when you press the F4 button.
If you selected VIC as the state, locations in TAS will be displayed too.
Colour coding is used to display further information about the locations in the list:

Adding a new location

If you can't find the location in the list, press the Add New Location button (lower left). This window will appear:

(Depending on your system configuration there may be minor differences in appearance.)

As a minimum, you must complete the fields in red. Depending on your system configuration you may also be prompted to add other information.
If appropriate, press the Alarm Company button to select an Alarm Company (the term Alarm Company may have been changed in your system).
The initial entry in the Site Code: field is system generated. If desired you may change this to a number provided by the caller. However, that number must be unique i.e. not already exist in your system. If it does exist, the matching details will be shown in this window. If you change those details, the existing details will be replaced by your changes, so it is unlikely you would want to do this.
The Address 1 line should be used for extra address information, e.g. 'Unit 1' or 'Factory 1'
If your system has been set up with a postcode file, the entry in the Suburb field must match an entry in the postcode file. If this is a new suburb, choose the nearest suburb which appears in the list, put the correct suburb name in the Job Details window in the Initial Status/Request field.
The Bill To area determines the account that will be charged for work at this location.
- Specify Later means that an account will be specified later, perhaps when the job is complete.
- Alarm Company means that the Alarm Company will be charged. For this selection to be enabled you must have selected an Alarm Company at the top of the window and that Alarm Company must have a customer account specified in the Alarm Company Details window.
- As Above means that a new customer will be created with the same name and address as the new Location, and will be charged for work at this Location.
- Press the Customer: button to select a customer to charge. (This customer will only be charged if you also select the radio button to the left.) Press the button again to remove your selection. Depending on your access level and configuration, an Add or Update button may appear which will allow you to add a new customer or update details for the selected customer. The Add button is only displayed when no customer has been selected.