The directory is an ordered set of unique elements storing short and precise data for a single entity. Find out more about using RemOnline custom directories here.
For instance: Malfunctions, Colors.
Navigate to the Settings > Directories > Custom directories page to view all your RemOnline directories.
Creating new directories
Step 1. Go to the Settings > Directories > Custom directories page and hit the + Add directory button on the bottom of the page.
Step 2. Enter the directory name and description (if suitable), and press the Create button.
You can fill your directories manually or via Excel file import.
To fill your directory manually follow these steps:
Step 1. Hit the + Element button next to the directory name you need to fill.
Step 2. Enter the element name and select the locations that will use this element.
For instance, some of your locations may repair only laptop devices, which excludes the “Red” element in the “Color” directory.
Another example: you have separate locations repairing only smartphones, PCs, and home appliances respectively. In this case, you will need a Samsung brand in all your locations, while Apple is irrelevant for home appliances location.
Step 3. Press the Create button.
To fill your directory via file import follow these steps:
Step 1. Click the Import button next to the directory name you need to fill.
Step 2. Hit the Import template button to download a file template for your element import.
Step 3. Open the downloaded file in the Excel editor, enter the directory elements and save the file.
Step 4. Hit the Import button on the Settings > Directories > Custom directories page next to the target directory name.
Step 5. Press the Attach file button to upload the Excel file you've filled.
Step 6. Click the Import button.
Note: importing your directory elements via Excel file does not enable managing the location access to directory items. You need to manually edit location accessibility for specific directory elements. Just click the target element and edit its information in the dialog window.
You can always export your directories. Click the Export button to download an Excel file with your directory elements.
Editing and removing directories and their elements
1. Click the pencil icon next to the directory name. You can change the directory name and description, as well as to view the list of work order / lead types and fields the system will use this directory for. After editing hit the Save button.
2. To modify your directory elements, select the needed element, edit its information, and hit the Save button.
3. Remove your directory elements by checking their checkboxes in the elements list and hitting the remove button.
Remember: the removed directory items remain in the existing orders, but will not appear in new ones.
4. You need to empty out your directories before removing them. Here's how you can do it:
Select all directory elements via checkbox column
Hit the remove button and confirm the action
After that, you can remove the empty directory from your RemOnline account. Press the pencil icon next to the directory name and press the remove button.
Remember: the removed directory items remain in the existing work orders, but will not appear in new ones.