Site Master

The Site Master is a central control form that supports the management of a site. This form has a set of tabs and controls that give you access to any detail records, i.e., work orders, standing orders, rental units, etc., for this site. Once you have selected a site using the search tab, you can view information for this site in any of the tabs of the form.

 

The Site Master window can be used to view, change or add information about your customer's sites.  It is the starting point for all site-related activities.  The grid under each of the site tabs contains entries for this site. If you are looking at work orders, you are able to see the list of all work orders for the site. When you use the right-click action menu while your mouse cursor is on any item in the grid, you can view, add or edit detail work order information in a special form that pops up.

 

Of course you can always use the Main Menu to go directly to a form, e.g., Edit Work Orders , and use the search tab to bring up the entries for a particular site without ever going to the Site Master

 

From the Site Master you can access

 

Opening Site Master Window

 

  1. On the Main Menu,  select Site/Customer, and click Site Master.

The Site Master window will open.

 

There is a row of tabs on the Site Master.  Each of these tabs is for a different part of site information and activity.

Financial Tab

The Financial Tab is used to display site charge, invoices and payments.   

 

Map Tab

 

The Map Tab is used to display or edit the site location.  The site is marked on the map with the site icon.  

 

There are a number of menus and controls above the map display which are used to change the view,  or re-position the site on the map.

 

Possible Actions to Take in Map Tab

 

Print the Map

Change the View of the Map

Change the Site Location on the Map

Find Site Location Which Doesn't Show Up on the Map (Manual Lookup)

Draw New Roads

 

Steps to Print the Map

 

  1. Click on the Print button in the row of buttons above the map.

The printer dialog box will appear, allowing your to send the map to your local printer.

 

Note: The view of the map which prints is the same view displayed on the Geo-Mapper tab.  If you wish to zoom in or zoom out before printing, see Change the View of the Map.

 

Change the View of the Map

There are buttons above the map which can be used to change the view of the map.

Desired Action

Button

Results

Zoom in towards the map center.

The map zooms in.

Zoom out from center of the map.

The map zooms out.

Zoom into a selected location on the map.

The mouse cursor changes to a dotted box, and when you click and drag the mouse, a rectangle appears. Release the mouse button,  and the map zooms to the rectangle.

Move the center of the map left, right, up or down.

    

The arrow buttons move the map in the direction of the arrow.  The center button moves the center of the map to wherever you click with the mouse.

Move the map so that the site location is in the center.

The map moves so that the site location is in the center.

Show or hide highways and roads.

Selecting a higher number shows minor roads.  Selecting a lower number shows only major roads.

Show all 48 continental U.S. states.

The map zooms out to see the whole continental U.S.

Show all 50 U.S. states.

The map zooms out to see all 50 states.

Show a specific location.

A window pops up, where you can type a city, state and county.  Click OK to display that location on the map.

 

Note: You can use the print button to print the map as displayed.

 

Steps to Change the Site Location on the Map

 

  1. Click on the button.

The current site location will disappear.

  1. Move the mouse cursor to the position on the map where you want the site to be

  2. Click the left mouse button.

The new site location appears as where the mouse cursor was positioned.

Note:  If you wish to restore the previous site location....

 

  1. Click the Save button to save the new location.

 

Steps to Draw New Roads on the Map

 

At the bottom left of the Vehicle Master window, there are four buttons:

 

See Also

How To Add a Site

Customer Master

Using Forms in TAC