Unions on Desktop
Set up Unions by going to File->List Management-> Unions.
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Add a new Union by clicking 'Add New' and filling out the Union information.
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Set the Union on a Quote
On a Quote go to the Additional Info tab then select the 'Union' or "Per Task'.
Selecting a Union will make the entire quote fall under that union.
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When selecting 'Per Task' on the quote, you will need to assign a Union for each task.
Modify the task(s) requiring a Union-> Modify-> Additional Info Tab-> Select Union
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Set the Union on a Job
On a Job go to the Additional Info tab then select the 'Union' or "Per Task'.
Selecting a Union will make the entire job fall under that Union.
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When selecting 'Per Task' on the job, you will need to assign a Union for each task.
Modify the task(s) requiring a Union-> Modify-> Additional Info Tab-> Select Union
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Assign a Union to a User
To assign a Union to a User go to User->Modify-> Additional Info Tab-> Misc. Info Tab-> Select Union
Assigning a Union to a User will override any Union set on the job and use the Users Union for all tasks.
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Reporting for Unions
Find reporting for Union under Reports->Job Reports-> Job Hour Report
On the Job Hour Report select Group by Union
Print the Report for a more comprehensive view of Field Tickets grouped by Union.
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Unions on Portal
Set up Unions by going to More ->List Management-> Unions.
Add a new Union by clicking 'Add New' and filling out the Union information.
Create a union boundary on the map by searching a city then drag points if necessary to crate the boundary for that union.
Set the Union on a Quote
On a Quote go to the Additional Info tab then select the 'Union' or "Per Task'.
Selecting a Union will make the entire quote fall under that union.
When selecting 'Per Task' on the quote, you will need to assign a Union for each task.
Modify the task(s) requiring a Union-> Modify-> Additional Info Tab-> Select Union
Assign a Union to a User
To assign a Union to a User go to User->Modify-> Additional Info Tab-> Select Union
Assigning a Union to a User will override any Union set on the job and use the Users Union for all tasks.
