Optional Safety Sheet documents can be linked to the product
Groups.
The Safety Sheet document will print when a single contract is
printed that includes a rental or sales product from that
Group.
Safety sheets must be maintained in the Group Safety Sheet Names
window in the "Inventory" parameters on the Operations tab
of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Operations - Group Safety
Sheet Names in order to access this table.
Safety Sheets print prior to the contract. Safety Sheets for each group that requires one will print but only one copy of the same sheet prints even if multiple items from a Group are on the contract. Safety Sheets do not print if a range of contracts are printed.
Note: When the output option for the contract selected from the Printer Selection window is to "Email as PDF", any associated Safety Sheets are NOT emailed, as Safety Sheets are created and stored on the Client, and the Contract or Work Order PDF is created and delivered server-side.
To utilize this Safety Sheet feature setup the following:
Each Safety Sheet can be created and saved with an .rtf
extension in \scsbin\docs\ for each workstation.
The Safety Sheet filename cannot include any spaces.
i.e. Compressor_Safety_Sheet.rtf or 1001.rtf
The Safety Sheet name including the .rtf extension must be
assigned to the Group either in this utility or in the window in
Equipment Groups.
The pathname is not required.
Access is provided to the drop-down on the Safety Sheet
Name field to the Directory Browser
window to select a Safety Sheet to be associated with products in
each Group.
Click on the UPLOAD button at the bottom of the screen to maintain the Safety Sheet PDF files on the server in the Directory Browser window.
The Safety Sheets are printed with the document creating a single PDF file.
Refer to Customer Forms for setup of the different forms printing options.
The prompts to assign Safety Sheets to Groups are:
Leave this field blank for all Groups, or enter a starting Group
number for the list, or select one from the Group Search window.
Groups will display in Group number sequence.
Leave this field blank for all Groups, or enter the first few
characters of a Group description.
Groups will display alphabetically.
Note: With Jasper forms, the Safety Sheet Name is displayed in red if it is not valid.
The Alternate Language feature can be activated from the Company Miscellaneous Parameters.
Manage List of Available Safety Sheets for Jasper
Forms:
This button is only accessible if Jasper forms have been selected
for use in Customer Forms.
The UPLOAD button can be used to maintain the Safety
Sheet PDF files on the server in the Directory
Browser window.
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