This guide will walk you through the process of adding Internal Users and External Suppliers to Maintenance Scheduler in KIM. From accessing specific sections to filling out contact information, follow these precise instructions to seamlessly manage your contacts.
1. Click "Contacts"
Firstly, from the home dashboard, navigate to the Contacts section.
2. Click "Companies"
Let's navigate through to the Companies section. We will be demonstrating how to add a Contact to an External Supplier Company. This is needed as the Maintenance scheduler configuration which requires a linked Contact to then select.
3. Click the header and search for the company name
If your Kynection database is linked to your financial accounting software, then Companies need to be set up in the financial package first. The integration will then pull them into KIM. Once pulled into KIM then Click the Company Name on the header of the dashboard to search for the Company. In this example, click ABC Mechanical.
4. Click the "+" plus to add a new Company
If you do not have integration to your financial package you can search for the Company or if needed Add a new company by clicking the plus or add button.
5. Click "Contact"
Select the Contact option.
6. Enter name to search for existing contact
To check if the correct Contact is already linked to the company type the Users name into the filter bar. If the contact doesn't existing select the "New Contact" button.
7. Click "Abraham Citizen"
So if the contact exists, just select the contact name.
8. Click "New Contact"
If not, then use the new contact button to add a new contact.
9. Fill "ABC Smith"
Add the contact name. Once that contact is added to the company, then it can be selected in the maintenance module for the external suppliers. If there's no contact, you won't be able to select and add the Company. That's why its important to have a designated contact attached to the company.
10. Click here
Click the checkmark button to save the changes made.
11. Click Home
Navigate to the home button.
12. Click "Equipment"
Click the Equipment section.
13. Click "Options"
Select the Options menu.
14. Click "Maintenance"
Choose the Maintenance option.
15. Internal Contacts
The internal contacts must be an active user in the system. They are the people who will be working in the system to complete Maintenance tasks and services on Mobile or Web. Click in the Internal Contacts to then search and add additional Users.
16. External Contacts
External contacts are the supplier contact and they are not logging into the system. They are added for the purpose of scheduling jobs to that supplier and then updating the jobs on Web.
17. Click here
Click the back option.
18. Click "Maintenance"
Navigate to the Maintenance tab
19. The Supplier has now been added.
On the Maintenance dashboard, the supplier has now been added and the jobs can be dragged onto either Internal or external Contacts.
20. Click a Job Item.
Navigate thru the Maintenance section and select a job item by left clicking (the job will turn dark blue once it is selected) and then dragging onto the Internal or External contact.
21. Drag the Job Item in the Calendar.
Drag and drop the Job Item in the Calendar to be assigned to the Supplier.
22. Click here
Toggle this book icon to show the Job Item details.
This guide covered a detailed walkthrough on adding Internal and External contacts to the Maintenance Scheduler in KIM.
