Group Safety Sheet Names

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:

• Crystal and Standard forms printing:
  
  • The program file sheet.exe must be located in the scsbin directory of the Windows workstation.
    This program is included on the Client software CD.

  • 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.

• Jasper Forms printing:
  
  • With Jasper forms in order to print the Safety Sheets with documents on the Open Client, the Group Safety Sheets must be stored on Server as PDF files in the \pro4data\crystal directory.

  • 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:

UPDATE BY

Select one of the following:

• Select Group to display the list of Groups by Group number in the paging screen format.
• Select Description to display the list of existing sale and rental Groups alphabetically by description in paging screen format.

STARTING GROUP NUMBER

This field is disabled if the generate by Description option was selected.

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.

STARTING DESCRIPTION

This field is disabled if the generate by Group Number option was selected.

Leave this field blank for all Groups, or enter the first few characters of a Group description.
Groups will display alphabetically.

Resulting Group Details

Click the DETAILS button to generate the Group list.

GROUP

Groups list from the selected starting point alphabetically or by Group sequence according to the Update By selection criteria.

DESCRIPTION

The Group description displays.

SAFETY SHEET NAME

Enter the Safety Sheet file names for relevant Groups, or if Jaspers forms are used select one from the drop-down list.
Safety Sheet file names can also be entered in Equipment Groups and each Group can have only one Safety Sheet.

Note: With Jasper forms, the Safety Sheet Name is displayed in red if it is not valid.

ALTERNATE LANGUAGE

Similarly an optional Safety Sheet document for each Equipment Group can be selected from the Directory Browser select only drop-down box for the alternate language customers.

The Alternate Language feature can be activated from the Company Miscellaneous Parameters.

Finished

Click ACCEPT to accept the record and again to accept the file, or click CANCEL to abort.

• View Details
  Click the DETAILS button to generate the Group list by Group or by Description.

• 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.