Companies

Permissions

The relevant list of permissions for the Companies object:

1. Access to V3 Sync Data Companies Menu.

2. Can change company records.

3. Can delete company records.

Navigation

The Companies object can be accessed by permitted users from within the TerminalBOSS V3 menu and Sync Data submenu on the left side of the screen:

Landing page

The landing page is a table overview of all company records that have been created:

On this page, users can filter on any of the columns by right clicking on the particular column and searching for the key word or selecting one of the choices. A green selection (one mouse click) is an inclusion and a red selection (two mouse clicks) is an exclusion. The applied filters can easily be cleared from the same dropdown menu.

Filtered column appear like so:

On this page, users can sort the column by clicking on the column name or by right clicking and selecting sort:

Create a new record

Permitted users can create new records under the Companies object by selecting "ADD COMPANY". This action opens up a blank form that can be filled out.

When filling the company form, always start by defining the site management section before filling out the remaining fields:

Mandatory vs Optional Fields

Within the Company form, some fields are mandatory and others are optional. The best practice is to fill out all the necessary fields according to your organization's standards.

Mandatory:

• Name

• Code

• Latitude

• Longitude

Optional:

• Site Management

• ERAP

• Chemtrec

• Emergency Contact

• Emergency Phone

• Operations Phone

• Street

• City

• Province

• Country

• Postal Code

• Address Description

• Land Description

• Roles

• Associations

• Users

• Products

• Locations

• Dispatch Contact

• Dispatch Phone

• Dispatch Email

• Company Certifications

Edit an existing record

Permitted users can edit existing records by using the "edit" button. This action opens up the company form.

Save a new or existing record

For new and existing records, after changes are made to the fields, use the save button to save changes. These changes will be replicated in TBOSS accordingly.

Deleting a record

Permitted users can delete existing records for the companies objects. This can happen from two places, the landing page and the form page. A record can only be deleted if it hasn't been used in any transaction or ticket!

The table view:

The form view:

Other actions

1. Export to CSV: Located in the table view. Users can export records within the Companies object as a CSV.

   

2. History logs: Located in the table view. Users can view the changes to records within the Companies object.

   

3. Activate Sync: Located in the table view. Users can initiate sync with TBOSS for updated Company records.

   

4. Clear form: Located within the form view. This will clear any changes that were made since the last save.