setup guide - pestpac softwaresupport.pestpac.com/documents/pestpac mobile app 3.x ipm...the...

Setup Guide

Return to Top Copyright 2017, WorkWave LLC. All rights reserved. v.28SEP2017

PestPac Mobile 3.x IPM Desktop Setup

The Integrated Pest Management (IPM) module allows technicians to complete detailed

inspection information, including area-specific material applications, device inspections,

and deficiency conditions and actions. The inspection information for each area will then

be noted for reporting and tracking purposes.

After following the desktop setup instructions, please refer to the PestPac Mobile App 3.x IPM Usage document for technician usage information.

This document covers the following:

• Access and Printing Setup

• Setting Up Areas

• Setting Up Devices

• Setting Up Pest Activity Options

• Setting Up Conditions

• Setting Up Materials

Access and Printing Setup

Configuring Access Templates

You should have configured Access Templates in the initial setup. If you have not

completed that part of the setup, please refer to the PestPac Mobile 3.x App Initial Setup document for instructions.

Setting Up IPM Technicians

You should have configured your technicians in the initial setup. If you have not


Please note that the difference in setup for IPM technicians is that there will be a

checkbox enabled for IPM that you will need to check.

Once that is checked, that technician will be able to access IPM via the Mobile app.

Setup Guide


Printer Setup IPM-Specific Options

You should have configured your Printer Setup in the initial setup. If you have not


Please note that all items under Print Sections except for Material Applications are

specifically tied to the usage of the IPM module.

Setting Up Areas

Areas can be setup on the desktop as well as on the mobile app by the technician. This

document covers desktop setup only.

From the desktop, you can create area treemaps that allow technicians to indicate that

they have inspected an area as well as note material applications, pest findings, and

conditions within each respective area.

Please note that there are three area treemap setup options:

● Location Templates

● Copying a treemap from another location

● Building a treemap on a location from scratch

You can use any one of these options or a combination of all three.

Setup Guide


Location Templates Overview

A Location Template allows you to create a generic treemap that can be applied to

multiple different types of locations. The types of Location Templates that you will set

up will vary based upon the services you offer, the types of locations you service, and the

areas that you will need to indicate you have treated.

A Location Template can be applied to a location manually on an individual basis as well

as applied in mass to already-existing locations through the Data Update Utility.

Once a Location Template has been applied to a Location, additional areas can be added

manually on the desktop or via the PestPac Mobile App. From the desktop, you will be

able to deactivate any unnecessary areas that were added from the template as needed.

Example 1: Commercial Template

Example 2: Generic Residential Template

Example 3: Generic Restaurant Template

Setup Guide


Creating Location Templates

To create a Location Template, complete the following steps:

1. On the desktop, go to Menu > Settings > Lookup Tables.

2. Under Additional Lookup Tables, click the Location Templates link.

Setup Guide


3. Click the Add Template button at the top-right of the screen.

4. Complete the name and description for that template; click the Save button.

5. Click the blue Add Area link to begin adding areas.

6. Title is the main item required on this screen. Note that this will show on your

Inspection Reports for the customer.

Description, Type, and Barcode will only show when viewing on the desktop.

Setup Guide


7. Click the Save button and continue adding areas and subareas to build your

template.

Applying a Location Template on a Location

If you have one generic template that you would like pre-assigned to ALL locations,

complete the following steps:

1. On the desktop, go to Menu > Settings > Company Setup.

Setup Guide


2. Go to the Defaults for New Account section to select the Location Template you

would like to assign; click the Save button.

If you are adding a new location and want to associate a Location Template, complete

the following steps:

• From the Add Location screen, complete the location information, edit / assign

the Location Template you would like associated with the new service location,

and click the Add button.

Setup Guide


Applying Location Templates to Multiple Accounts

To apply a Location Template to multiple accounts, complete the following steps:

1. Use Location Search to create the list of accounts to which you want to apply a

Location Template, and click the magnifying glass Search button at the top-right

of the screen.

2. To create a new list, click the Add to List button.

3. Enter a List Name, choose Dynamic (for the list to update each time you run it)

or Static (for the list to always remain the same), select the Date Ranges; click

the OK button in the popup window.

Setup Guide


4. Scroll to the bottom of the List Management screen and click Apply Location

Templates.

5. Select the Location Template to Apply from the drop-down menu, and check

whether you want to Deactivate Existing Location Areas or Exclude Accounts with this Template.

6. To the right side of every account on the list, there is an Apply box that will be

checked. Uncheck any accounts to which you do NOT want to apply the Location

Template.

Note that if there are more than 100 accounts on the list, there will be a Next 100 Records button.

Setup Guide


7. Click Apply Template at the top when done.

8. You will see a popup that asks you if you want to apply the Location Template to

all selected accounts on all pages; click the OK button.

Copying a Treemap from Another Location

If you are manually applying a Location Template to a single existing Location, complete

the following steps:

1. From a customer’s Location Detail screen, scroll down to the bottom of the

screen and click the Areas & Devices button.

Setup Guide


2. Click the Tools button at the top-right of the screen.

3. In the popup menu, click the Import Areas option.

4. If you want to use one of the Location Templates you have created, select that

button. If you would like to copy from another location, select that button.

Setup Guide


5. Click the Select button to bring up the list of templates / locations.

6. Select from the list, and click the OK button.

Setup Guide


7. Click the Next button in the top-right of the popup.

8. Check the box where you want to place the Area, and click the Finish button at

the top-right of the popup.

Setup Guide


Building a Treemap on a Location from Scratch

If you are building a treemap on a Location, complete the following steps:



2. Click the Edit button on the top-right of the screen, and right-click the Location.

Setup Guide


3. Click Add Area item in the popup menu.

4. Continue to add areas and subareas, and click the Done button.

Setting Up Devices

The IPM module allows you to complete device inspections/ You will need to set up the

types of Devices your company will use as well as any specific questions technicians will

need to answer when completing a device inspection.

To set up Devices, complete the following steps:



Setup Guide


2. Click the blue Expand All link.

3. Click the Edit button on the top-right of the screen.

4. To add one device at a time:

a. Right-click the area to which you are adding devices.

b. Click the Add Device item.

Setup Guide


c. Enter the Device Name, Type, and Barcode. If you do not have a barcode,

enter the devices from the mobile app instead.

d. Click the Done button at the top-right portion of the screen.

e. Right-clicking a device name once it is added allows you to edit the

Device, Device Detail, or Deactivate.

5. To add multiple devices at the same time:

a. Click the Tools button in the top-right portion of the screen.

b. In the popup menu, click the Add Multiple Devices option.

Setup Guide


c. Select the New Device Type you are adding. Note that the dropdown list

pulls from the Device Type lookup table.

d. Fill in the appropriate information alongside the area to which you are

adding the devices. If you do not have the names or barcodes, you can

always add them from the mobile app or edit on the desktop later.

e. Click the Save button in the top-right portion of the screen when finished.

Setting Up Pest Activity Options

Setup Guide


If your technicians will enter any Pest Activity when completing services on the app, you

will need to set up your Targets and Target Evidence Types on the desktop by

completing the following steps:


2. Under Material Lookup Tables, click the Target Evidence Types link.

Note that you should set up these evidence types before setting up your Targets

(pests) since those Targets have Evidence Types fields that pull from this lookup

table.

Setup Guide


3. Click the Add Target Evidence Type button at the top-right corner of the screen.

4. You can set up what you would consider to be types of Pest Evidence from which

the technician can select (e.g., webbing present, chewed items present, drag

marks present, molting present).

5. Click the Add button at the top-right of the screen to finish adding the target.

6. Under Material Lookup Tables, click the Targets link.

7. Click the Add Target button at the top-right corner of the screen.

Setup Guide


8. You can set up any of the Target pest options you would like a technician to

indicate that he has either captured and/or observed. Setting up Targets will also

allow you to specify the target pest for which you are treating when adding

specific Materials.

9. Click the Add button at the top-right of the screen to finish adding the target.

Setting Up Conditions

Turning on the Conditions Module

This module can be turned on by completing the following steps:

1. On the desktop, go to Menu > Settings > Company Setup.

Setup Guide


2. Under Additional Features, check the Use Conditions Module checkbox.

Setting Up Lookup Tables

The Lookup Tables for Conditions have their own section. To access them, complete the

following steps:


Setup Guide


2. Click any of the blue links for the specific table you need to populate. In each

Lookup Table, you can add the appropriate name and description.

The recommended order for completing these Lookup Tables is:

1. Condition Details

2. Corrective Actions

3. Conditions

4. Condition Groups (Please note that you must assign Conditions to Groups for

those Conditions to be available in the group.)

* The Condition Area Types lookup table should only be used with Classic Mobile.

The table below outlines the Conditions-related tables along with the information related

to each one.

Setup Guide


Lookup Table Content Fields

Condition Details Specify details about what the Condition is

Example: If the Condition is that the

dumpster lid has been left open, the Details

may be “Dumpster lid was noted as open.

This can lead to conditions conducive to

rodent activity in the area.”

Condition Detail and Description

Corrective Actions Specify ways in which the customer can

resolve the Condition

Example: Keep dumpster lid closed when

not in use.

Corrective Action and Description

Conditions Create Conditions (shortened version of

Condition Details) and assign specific values

to the fields that will default every time the

specific Condition is added to an account

Condition, Group, Category,

Condition Detail, Corrective Action,

Severity, and Responsibility

Condition Groups Specify where the Condition is occurring

(helps limit the number of options through

which techs must sort on Mobile)

Examples: kitchen, bathroom, dumpster

Code, Description, and Potential

Conditions

Adding a Condition to a Location

To add a Condition to a Location, complete the following steps:


screen and click the Conditions button.

2. Click the + button at the top-right of the screen.

Setup Guide


3. On the Condition Details screen, choose the Area, Condition, Type, Category,

Condition Detail, Corrective Action, Severity, Responsibility, and Status. You can

also check the Add a comment box to enter a comment.

Note that once a Condition is selected, all the fields will automatically fill in with

the default information from the Conditions Lookup Table. Note that if there is no

default for any fields on the screen, the specific item can be selected by clicking

the blue link next to the field, via dropdown, or freely typing in these fields.

4. Click the Add button at the bottom-right of the screen.

5. The Condition will then be added to the Conditions List screen.

If you click the Down arrow next to the Condition, the item will expand to show

more detail and allow you to edit or resolve the Condition.

Setup Guide


Clicking the Printer button will generate a separate tab in your browser with a

Conditions report.

Setting Up Materials

If your technicians will be entering Material information when completing services on the

app, you will need to set up your Materials on the desktop by completing the following

steps:


2. Under Material Lookup Tables, click the Materials link.

Setup Guide


For full training on setting up your Materials, please reference the Material Setup

document and Materials video available under the Training link in PestPac.

http://www.pestpac.com/documents/Materials_Setup.pdf

http://www.pestpac.com/documents/Materials_Setup.pdf

https://www.youtube.com/watch?v=ox3aObo19is&list=PLsAdjhxReG5u0nWFBQGMDClLpUj-3M1B5&index=2

setup guide - pestpac softwaresupport.pestpac.com/documents/pestpac mobile app 3.x ipm...the...

Documents