Sections

You must have the module administrative permissions (Vehicle Manager, Building Manager, etc...) to manage sections.

SECTIONS are groups of ITEMS within an inspections - emails get sent at the SECTION level.

Using the main navigation system, click Your Name => Admin Tools.

Click the Active Sections card.

You are shown a list of inspection sections for your entire agency.

Adding New Sections

Sections MUST already exist to be added to a Template on the Manage Template page

To add a new Section so that it is available in the select list to be added to a Template.

Using the sub-menu click Add Section.

Enter the Section details.

Enter a name for this new Section.
Enter the icon for this section (this is code from font https://fontawesome.com/icons) (PSTracker support can assist with the proper code - it is part of the font awesome script tag beginning with fla... e,g "fla fa-car")
Enter any Section Text (The text will appear at the top of the section - common text is instructions the agency wants to advise the employee, such as "Check everything in this section that is in good working condition"). Section Text is optional and most agencies do NOT use Section Text.
Select the Module. (this is important as the Section will only be visible in templates for this module)
Select the department (Normally Police)
Select if this section will Create New Work Orders (Default is YES)
Select if this section will Show as an option for TYPE on the New Work Order Module Page (Default is YES - however only select yes if you want people to be able to create manual work irders using this sections name as the type of work order.)
Select if this section will Send New Emails (Default is YES)
Activate and Archive are normally left to their defaults.
Click Create New Section

The screen refreshes and we will be advised the Section was added successfully.

Editing Existing Sections

Caution: Modifying existing Section will modify all historical data. We do not recommend making changes to Sections if they have already been used in inspections. Best Practice it to inactivate and archive an Section and replace it with a new Section.

The easiest way to locate the Section you want to edit, is to use the search field to reduce your results. In this case we will enter the word vehicle into the search field which reduces our list down to eight Section.

Click the Edit button for the specific Section.

The screen refreshes showing us the edit page for this Section.

The Edit page shows us some important details in red.

It tells us: What Templates (if any) currently use this Section.

It tells us: Editing a section Name, Icon, or Text will change that sections name throughout the system, including completed inspections.

We can also select if this section will:

Create Work Orders?
Vehicle Wo Drop-down? (Show on Vehicle Work Order Drop-down)
Send Emails?

Make our modifications and click Save to complete the edit.

Click Return to Sections.

Adding to Sections to Templates

To learn how to add Sections to Templates, please see the article Creating / Managing Inspection Templates.

Assigning Emails to Sections

Employees can select which emails they want to receive from the system. If you want or need to manage the emails your employees receive, there are three ways to do this.

Manage Sections (Easiest if your currently managing sections)
Inspection Section & Vehicle Work Order Emails
Manage Employee Automated Emails (Allows you to manage ALL emails sent to the employee)

Links to each of these pages are located in the Admin Tools area.

Manage Sections

Click Add Employee to Section Email - This process is easiest to use while you are managing the sections.

Select the Employee
Select the Section

Click Add Employee to Section Emails.

The page will refresh and you will see the employee is now listed in the column Emails Are Sent To for the section you selected.

Inspection Section & Vehicle Work Order Emails -

This page is dedicated exclusively to see who is assigned to what section and to add or remove employee(s) from receiving emails from the sections.

Click Add Employee to Email

Select the Employee
Select the Section

Click Add Employee to Email.

The page will refresh and you will see the section you added the employee to now has that employee listed as one of the recipients in the Email column..

Manage Employee Automated Emails

this page allows you to manage ALL emails received by the employee and is the easiest to use.

Select the employee you want to manage

The screen refreshes showing you a checkbox list of emails that can be assigned to the employee.

Check the boxes for the emails you want to assign to them and click Update Employees Automated Emails.