FieldLogs

Select Create a new Consumer from the Create dropdown menu.

The dialog Create a new Consumer opens.

Enter the Consumer Name.

[Optional] Enter the description of the consumer in the Consumer Description field.

Click Create.

Select Create a new Technical Manual Index from the Create dropdown menu.

The dialog Create a new Technical Manual Index opens.

Enter the Technical Manual Index Name.

[Optional] Enter the description in the Technical Manual Index Description field.

Click  to select an Icon.

You can select an Icon from the list, or search through the search option as shown below.

Click Select a Color to add a color to the Icon.

To use the last color selected for an Icon, click Select last color selected.

Select the required Consumer to be associated with the Technical Manual Index.

You can also use the Search bar to filter the list of Consumers based on search criteria. The results can also be sorted by A-Z, Z-A, Newest, Oldest and Relevance.

Select the relevant Manuals (Manual Describers) to be grouped under this Technical Manual Index.

In the example above, the Technical Manual Index for an engine type is created. It is associated with consumer KB. Some Manual Describers pertaining to the engine type are selected to be grouped under it.

If a Manual Describer to be associated with this Technical Manual Index is not created yet, this linking can be done by revisiting the Technical Manual Index page after creating the desired Manual Describer.

You can also use the Group by dropdown to list the manuals in the following categories:

Use the Search bar to filter the list of Manual Describers based on search criteria. The results can also be sorted by A-Z, Z-A, Newest, Oldest and Relevance.

Click Create.

Select Create a new Manual Describer from the Createdropdown menu.

The dialog Create a new Manual Describer opens.

Enter the Manual Describer Name.

[Optional] Enter the description in the Manual Describer Description field.

[Optional] Enter Customer Name.

[Optional] Enter Customer Code. You can find the Customer Code in the Manual.

[Optional] Enter Manufacturer name. You can find the Manufacturer name in the Manual.

[Optional] Enter the value for Model Label.

This Model Label overrides the Model as shown below.

If the Manual is in SGML format, open it in an editor. Search for the tag model.

Select the required Format from the options as shown below.

Select the Content Type that the manual falls under.

The following Content Types are available:

Click Create.

The Manual Describer is created and saved as a Draft in the Definition tab.

Select Active from the Status dropdown list and click Save to make the Manual Describer Active.

The Manual Describer Definition tab has more content visible on scrolling down. Enter the Copyright information (highlighted in yellow below) from the manual in the Copyright field. Open the Manual in an editor or viewer and search for the term legal to identify the Copyright Information.

[Optional] In the section Notifications, click Add New Notifications to set up email notifications.

The email notifications are sent out to the list of recipients at specified intervals as shown below. You can add multiple email notifications.

Add details in the fields as needed.

Field and Icons	Description
Status	Select Active to activate the email notification. To switch off the email notification, select Inactive.
Email Recipients (semi-colon separated)	Enter the recipient email ID. Note For more than one recipient, separate the email IDs with a semi colon.
Email Subject	The email subject is auto-populated. You can also edit the email subject.
Email Body	Enter the email message.
Recurring Schedule	Set how frequently you want to send the email notification. To set the Recurring Schedule: In the Frequency field, select an option from the list as shown below: Yearly Monthly Weekly Daily Hourly Minute In the Every field, set the number. For example, the recurring schedule can be set as Monthly and Every 1 month(s). So, the email notification is sent out once every month.
Next occurrence	Select the date and time for the next occurrence of the notification.
	Click to delete the email notification.

[Optional] Expand the Advanced Options section by clicking as shown below. Only an administrator can access the Advanced Options.

This section pertains to the structure of the manual and Screening algorithms. These fields are provided for customization.

The Asset Status button allows you to set Asset Status to a Manual Describer as shown below.

Click Save.