MoversSuite Administration Layout

 

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Figure 66: MoversSuite Administration

 

The MoversSuite Administration screen includes the following:

 

Section

Description

Title Bar

This bar displays the name of the application, the Username of the person logged in, and window resizing and window close options.

Menus

Access general options through these menus. For more details, see:

MoversSuite Administration File Menu

MoversSuite Administration Options Menu

Tools Menu (Admin)

Help Menu (MoversSuite Administration)

 

Navigation Pane Search/Filter

Filters/searches navigation pane categories and subcategories by any part of a title. The Filter/Search is dictated by assigned roles and titles will only show for those titles to which you have access. The search does not include information within setup records.

Navigation Pane

Use this section to access setup areas arrange by the following categories:

Favorites*

Accounting and Financial Services

Administration

Claims

Collections

Container Tracking

Customer Service

Document Management

Factoring

Field Requirements

International

Military

MoversConnect

Office & Industrial

Operations

Personnel

Queue Service

Reports

Special Services

Web Interface

 

To add a “Favorite”:

Add a title to Favorites by right clicking a title and choosing Add To Favorites. In the image below, Global System Option was clicked and then that setup name was right clicked. Then, click Add To Favorite. Now Global System Option will list under Favorites.

 

 

Remove a title from Favorites, repeat the steps as if adding a favorite.

*Since it is listed as a Favorite, the menu will read Remove From Favorites. If there are no titles added to Favorites or if all titles that had been added to Favorites are removed, the Favorites categories disappears.

Connection Information

The name of the server and database that MoversSuite Administration is currently connected to displays here.

Advanced Search

Click the dropdown arrow next to “Search” to open the Advanced Search. See Advanced Search for details.

Records Search Entry

Searches record names only.

Mass Record Selection Options

The count of the records displaying in the record listing appears in this section along with several options to control the record listing. 

Access the following options through the drop-down button ():

 

See Mass Record Selection Options for details on the functionality of each option and the setup areas where each option is available.

“Click here to add…”

Click on the “Click here to add…” caption to enter a new record for that setup area. 

Record Listing

All records display in a collapsed listing.  Press the expand button () to view and edit the record. 

The count of the records in the setup area or those that qualify for a search display in the upper right-hand corner.

Error Messages

Most errors encountered within MoversSuite Administration will appear highlighted along the bottom of the window.