Table of Contents
INTRODUCTION............................................................................................................................................................ 2
Installation..................................................................................................................................................................... 2
Navigating Management
Professional...................................................................................................................... 4
Basic
Information and Setup...................................................................................................................................... 6
DEFAULTS....................................................................................................................................................................... 7
Setting up Customer
Information............................................................................................................................... 7
Adding Options by Case
Type........................................................................................................................... 11
Adding Zone Charges.......................................................................................................................................... 12
Setting up the Field
Reps.......................................................................................................................................... 14
Adding Options by Case
Type to Reps............................................................................................................. 17
Setting up the Policy
Definitions............................................................................................................................. 18
Setting up the Case
Types........................................................................................................................................ 19
Case Types Information
Tool Bar............................................................................................................................ 21
Setting up the Billing
Types..................................................................................................................................... 22
Filling in the Default
Company Information Screen.............................................................................................. 23
Agency Setup............................................................................................................................................................. 26
Setting up the Status
Definitions............................................................................................................................. 27
Review Definitions..................................................................................................................................................... 28
Users............................................................................................................................................................................ 29
Zip Code...................................................................................................................................................................... 30
Zone Assignment....................................................................................................................................................... 31
Rep Assignment......................................................................................................................................................... 32
Inspection Codes....................................................................................................................................................... 34
Form Letters................................................................................................................................................................ 35
Zone Description........................................................................................................................................................ 37
Audit Codes................................................................................................................................................................ 38
CASES............................................................................................................................................................................. 39
Setting up a Case
through the Case Screen........................................................................................................... 39
Special Instructions............................................................................................................................................... 43
Inspection Screen.................................................................................................................................................. 44
Audit Screen........................................................................................................................................................... 46
Billing Case Screen................................................................................................................................................ 47
Rep Transfer........................................................................................................................................................... 49
Case Status Screen................................................................................................................................................ 50
The Notes Screen.................................................................................................................................................. 51
The Case Review Screen...................................................................................................................................... 52
Attachments - Managing
Case-Related Material............................................................................................. 53
Finding Your
Information.............................................................................................................................. 54
Customer and Rep
Management.............................................................................................................................. 54
Rep Data Explorer
Screen..................................................................................................................................... 54
Customer Data Explorer
Screen........................................................................................................................... 55
Case Management...................................................................................................................................................... 56
The Case Search Engine
– Looking and Sorting Case Information............................................................... 56
Processing............................................................................................................................................................... 58
Daily Process Screen................................................................................................................................................. 58
Daily Operating Report.............................................................................................................................................. 59
Reprint Transmittal
Option....................................................................................................................................... 59
Reprint Ticket Option................................................................................................................................................ 60
Print Letters Option.................................................................................................................................................... 60
Invoicing.................................................................................................................................................................... 61
Processing Invoices................................................................................................................................................... 61
Customer Invoice
Information.................................................................................................................................. 61
Reprint Invoices
Option............................................................................................................................................ 62
Reprint Invoice Detail
Option................................................................................................................................... 62
A/R Aging Report...................................................................................................................................................... 63
Cash
/Receipts/Adjustment Journal........................................................................................................................ 63
Reports....................................................................................................................................................................... 64
Open Assignments.................................................................................................................................................... 64
Billed Assignments.................................................................................................................................................... 68
Phonebook List........................................................................................................................................................... 71
Monthly Reports........................................................................................................................................................ 72
Transfer.................................................................................................................................................................... 76
Utilities, Modes,
& Support........................................................................................................................... 77
Utilities......................................................................................................................................................................... 77
Modes.......................................................................................................................................................................... 79
Support........................................................................................................................................................................ 80
About...................................................................................................................................................................... 80
Technical Request Form....................................................................................................................................... 81
Connect to SSCG Ftp
Site..................................................................................................................................... 82
Management Professional 2000 Program
This
program allows you to efficiently manage your inspections and audits, saving
you time and money. The installation
steps below will guide you through installing the program. Your computer should be a Pentium 166 or
better, with 16 meg. of RAM, CDROM, and at least 200 meg. of hard disk space
free.
A word about Commands.
In this manual, commands that correspond to keys on
your computer keyboard will be bold and in capitals. For example: the enter key
would be ENTER. Other commands for Window 95/98 or Windows
NT will be in bold, such as File and Start. Mouse commands will
be to click (click the left mouse button), double-click (click the
left mouse button twice, rapidly), select (choosing an object by
clicking on it), or right-click (click the right mouse button). Let’s begin the installation.
Follow
these steps to set up the Management Professional 2000 program:
Windows 95/98/NT:
Start Windows 95/98 by turning on your computer and
letting it boot up, then put the CDROM in the CDROM drive.
You
should see the Desktop on your monitor (the Desktop is the screen that
appears after you start your computer. Program icons are arranged on the
desktop screen for easy access).
From
the desktop:
Click
on Start. A menu will appear.
·
Select
Run. A dialog box will appear.
·
In
the dialog box, type in D:\setup.exe and hit the ENTER key.
Follow the Prompts, or suggested instructions, to
complete installation.
Congratulations! You’ve successfully completed
installation.
Once installation is complete,
it’s time to start the program.
Windows 95/98/NT
From the Desktop:
·
Click
on Start.
·
Select
Programs.
·
From
there, select Management Professional 2000.
·
Or,
simply double-click on the Management Professional 2000 icon on the
desktop to start the program.
When
you open Management Professional 2000, this sign-on screen appears:
Figure 1.a. Management Professional 2000 Sign-on Screen
Type
in the password (the default, or pre-set password is password).
Use the Registration Number contained on the insert or call 1-888-315-8053 for
a new registration number.
ERROR: DATA SOURCE NAME NOT FOUND
When
running Management Professional, if you get the error “Data Source Name Not
Found” when starting the program, you can fix this by following these
instructions:
·
Click
on Start
·
Select
Settings
·
Select
Control Panel
·
Select
32-Bit ODBC
·
Click
ADD
·
Choose
“Microsoft Access Driver (*.mdb)” then click FINISH
·
Type
“Data Source Name” then put in MGMT3
Click Select… and
choose the location of “ManagePro
2000.mdb”
Menu Bar
Quick Icon
Toolbar
Figure 1.b. The Main
Management Professional 2000 Screen
After you have signed on to the program, the main
Management Professional 2000 screen appears.
Along
the top of the main screen there are menu titles, such as Cases, Processing,
Invoicing, Reports, and others. When you click on a
menu title, a drop-down list of options will appear.
Beneath
the menu bar on the main screen is a toolbar of icons, or symbols that allows
you to quickly access other screens. On the next page is a description of these
quick icons.
Navigating
Management Professional, (cont’d)
Below is a description of the icons along the top of
the main screen, from left to right.
Icon Button Description
F8-New Case Click
here to open a New Case.
F9-Get Case Click here to get a Case by Case Number.
Search Click here to search for a Case in
several ways: with filters, fields,
etc.
Rep Search Click to bring up the Data
Explorer Window to
graphically
look at a rep and the assigned cases.
Customer Search Click to bring up the Data Explorer Window
to graphically look at a customer and their cases.
Tickets Click here for daily processing of work
tickets
and
transmittals.
Invoice Click here to bring up the Invoicing
Screen.
Payments Click here to bring up the Customer Invoice
Information
screen.
Customer Click here to bring up the Default Customer
Information
screen.
Field Rep Click here to bring up the Default Field
Rep
Information screen.
Quit Click here to quit the Program.
To help
you get the most out of your Management Professional 2000 program:
The
following procedures are recommended for setup, in the following order:
·
Set up default company information.
·
Set up case types (basic types are included and can be
changed/added)
·
Set up billing types (basic types are included and can
be changed/added)
·
Set up policy definitions (basic definitions are
included and can be changed)
·
Set up status definitions (basic definitions are
included and can be changed)
·
Set up field reps including case type billing
·
Set up customers including case type billing
Detailed
instructions for these setup procedures appear in Section 2, beginning on Page
6 of this manual.
The
following procedures are available for daily work:
·
Enter new cases
·
Print Tickets
·
Enter Notes
·
Enter Status
·
Transfer case from field rep to new field rep
The
following modes are available for efficient keying of information:
·
Status - enter status information into the case
·
Schedule - enter a new schedule date - NOTE: If you enter a status and change the “Next
Date” this will also change the schedule date.
·
Transfer Reps - transfer rep from one rep to another and
track both reps time service
·
Review Reps - this option will allow you to review a rep
on a particular case and adjust his commission based on his performance
·
Processing - this is used to stop the time service of
the field rep but continue to work with the case until it is ready to bill
·
Billing - you must be in this mode to get the case into
a “Ready for Transmission” status, this will also automatically set up the
screen for billing, including putting in billing items.
The
following procedures are available for billing:
·
Print Transmittals
·
Print Invoices
·
Print Statements
·
Print Daily Operating Report - by customer or field rep
If you click on the Default menu heading on the
Main Management Professional screen, a list with several menu options drops
down. If you click on Customer,
the Customer screen appears.
Figure 2.a. The Customer Information Screen.
Note: In the Customer Information
Screen and the Rep Screen, the 1st record is for Defaults. This is for setting the defaults for all of
them.
To
Add a customer, type in a unique customer number in the customer number box. It
will ask you if you wish to add a new customer. Then see the next page for
details on the field descriptions. To
view all of the fields on the Cust