Sewage Treatment Sewage Haulers

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Transcription:

Sewage Treatment Sewage Haulers User s Manual

Sewage Haulers Health District Information System HDIS (Windows Ver. 4.0 ) Copyright 1998 by CHC Software, Inc All Rights Reserved CHC Software, Inc. Specialist in Comprehensive Health Care Software helpdesk@hdis.org

Table of Contents Introduction...1 About This Manual...1 Navigation...2 Entering a Sewage Hauler...4 Hauler Registration...5 Registration Information...6 Competency...7 Vehicle Registration...8 Print Button...9 Reports...10 Maintenance - Add/Delete/Modify Tables...11

Introduction This program is designed to assist you in organizing a systematic approach to entering your Sewage Haulers and provides accurate up-to-date records within your health district. Please review the manual carefully to obtain the maximum benefits. Little or no prior computer experience is necessary to operate this program. About This Manual The Sewage Haulers module is simple to use. The maximum benefit with the least time spent will be obtained if you start at the first page of this manual and follow the directions exactly as you enter the first record in your computer. Square boxes in this manual surround the key that you are to press on your keyboard. As an example, when you read, press the enter key on your keyboard. ENTER The word TYPE is followed by bracketed [ ] instructions of what to type into a field. Note: For Technical Support, email: helpdesk@hdis.org

Navigation Whenever you see one click the left side of your mouse once. Whenever you see two click the left side of your mouse twice. Navigation Keys For Entering Information Tab or ENTER to move to next field Shift Tab or Up to go back one field Alt + R places you in the receipt screen. Editing Keys Backspace deletes one character left of cursor Delete Insert deletes one character inserting & overwriting modes When you see a pull-down field, click the arrow to the right to view all your choices. Starting HDIS MICROSOFT Windows Users Start Programs Health District Info Systems HDIS 2

Health District Information System Menu Bar HDIS (Health District Information System) has several different modules designed to assist your health district in its day-to-day operations. The Sewage Haulers module is a great addition to these modules and simplifies your record keeping, billing and information management needs. Select Environmental Health Select Sewage Treatment Sewage haulers 3

Entering a Sewage Hauler The FIND tab on the Sewage haulers window is for locating a sewage hauler. You can browse through the grid to find a hauler or type the hauler in the Enter Name or Business or Truck ID # field and then press the enter key on your keyboard. Click the Add button to enter a new hauler. 4

Hauler Registration Once you have clicked the Add button, you may enter information into the fields. Remember, you can use the Tab or the Enter button to advance from field to field. On this page, you will fill out information on the address. Button Previous Next Delete Add Modify Description Click to go to the previous hauler Click to go to the next hauler Click to delete the record Click to add another hauler Click to modify the record 5

Registration Information Button Print Modify Description Click to open the print window Click to modify the record 6

Competency Competency This page is for entering the haulers certification hours. Button Print Modify Description Click to open the print window Click to modify the record 7

Vehicle Registration Vehicle Registration The Vehicle Registration page is for entering the haulers trucks. Click the Add Truck button. Button Add Truck Delete Truck* Print Modify Description Click to add a truck to the grid Right click to delete a truck from the grid Click to open the print window Click to modify the record. 8

Print Button Print Print: The print button is available on all the tabs ** Note: All permits, application, and letters are designed under the Maintenance Menu. Field/Button Application Registration Truck Permit Business Envelope Registration Card OK Close Preview Print Description Prints the Sewage Hauler Company s application Prints the Sewage Hauler s registration Prints the truck permit Prints an envelope labeled to the business Prints a registration card for the hauler Prints/previews the form. Closes the print menu. Selects the output to preview. Selects the output to the printer. 9

Reports Reports The Sewage Haulers module has a set of pre-defined reports to from which to choose. Each report will ask for From date issued and the To date issued. This is to prevent printing a report for a Sewage Hauler that is Out of Business or that did not apply for a license. You may preview the report before printing. Also, you have the ability to use filters to build a query. Reports Report Applications Envelopes Labels Letters Applications Letters Delinquent Registrations List of Companies List of Companies & Trucks Registration Cards Description Generates your sewage hauler applications Addresses envelopes to the sewage haulers Prints filing labels for your sewage haulers Prints letters to go along with your applications Prints letters for sewage haulers that have not registered Generates your sewage hauler companies registrations Generates a list of sewage hauler companies Generates a list of sewage hauler companies with their trucks Generates registration cards for the sewage haulers 10

Maintenance - Add/Delete/Modify Tables Maintenance The maintenance menu contains a list of the tables that you can modify for your program. 11

Fees Sewage haulers Field/Button Code Description Local Fee Close Add New Fee Delete Fee Update New Fees Print Description Enter the code of the fee Enter the description of the code Enter your local health department fee Closes the table Adds a new fee to the table Deletes the highlighted fee Updates the fees in your database Prints a list of fee codes 12

Sewage Haulers Land Application Sites Field/Button Name Close Button Adds Button Delete Button Print Button Description Enter the name of the land application site Closes the table Adds a name to the table. Deletes a highlighted entry Prints the list 13

Hauler Sewage Treatment Plants Field/Button Name Close Button Add Button Delete Button Print Description Enter the name of the sewage treatment plant Closes the table Adds a name to the table Deletes a highlighted entry Prints the list 14

Field Names Sewage Haulers The field names listing can be very useful in determining what fields you wish to utilize to merge data for letters or when creating adhoc reports. The Field Name column is used to merge data into letters. Enter the field name in capital letters in the body of the letter surrounded by asterisks (no spaces between asterisks and field name). 15

Forms (Applications/Licenses) Hauler s Applications Enter information pertinent to your county s rules and regulations for sewage haulers. This information will print on the application. Hauler s Registration - Enter information pertinent to your county s rules and regulations for sewage haulers. This information will print on the registration. Hauler s Truck Permit - Enter information pertinent to your county s rules and regulations for sewage haulers permit. This information will print on the truck permit. 16

Haulers Letters The HDIS system provides you the flexibility to write standard letters for your sewage haulers that can be sent to clients. These letters will pull data through use of the *. The * is placed on each end of the field name that you want to pull into the letter. Use capital letters to describe the field name. Example: *OWNER* = TOM GO 17

CHC Software, Inc. Specialist in Comprehensive Health Care Software helpdesk@hdis.org