1 / 13

PlanWell PDS Admin Training Part 2

Learn how to set up new customers and manage existing ones in this comprehensive training session. Topics include adding general contractors, managing logins, importing/exporting sub-contractor types, and more.

mattiej
Download Presentation

PlanWell PDS Admin Training Part 2

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. PlanWell PDS Admin Training Part 2 Setting up a New Customer and Managing Existing Customers

  2. Preparation • Name of primary contact • Names of all additional employees • List of Sub-Contractor Types • List of Sub-Contractors

  3. Adding General Contractors

  4. Managing General Contractors

  5. Add GC Logins

  6. Manage GC Logins

  7. Importing Sub-Contractor Types

  8. Maintaining Sub-Contractor Types

  9. Exporting Sub-Contractor Types

  10. Importing Sub-Contractors

  11. Exporting Sub-Contractors

  12. Deleting Sub-Contractors

  13. Congratulations!

More Related