CleanLink Terminology |
  
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CleanLink Terminology |
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A Branch in CleanLink Site Manager is a physical place e.g. London, Liverpool, and Bristol. We suggest you start with only ONE Branch.
A division is a logical group of sites and is part of the operational hierarchy of Division Manager / Area Manager / Supervisor. A very powerful function in CleanLink Site Manager is the automatic facility for any Division Manager / Area Manager / Supervisor to see only their sites, simply by logging in with their staff number/name. We suggest you start with ONE Division.
To support the repetitive nature of many aspects of operational work, CleanLink Site Manager works in Invoice, Pay, Worksheet, QC and Reporting cycles. These are repetitive routines that can be set up and run at the required time, e.g. monthly invoices, weekly pay.
When any cycle is opened, a copy of the regular data is made for that period. Any subsequent alterations to that data (Add, Delete or Modify) only apply to the data in that particular cycle and do not alter the regular data. Any regular lines added after a cycle is opened do not update the open cycle.
You can jump to the regular data by right clicking and make changes. Any changes to Staff Tax Codes, WK1/MTH1, last wk no., Previous and YTD figures will be used on the next calculation. This could be within the current cycle. Changes to Regular Hourly Rates are not used until the next cycle is opened.
Everything is triggered from the Site and is crucial in the operation of CleanLink Site Manager. No one can be paid, invoiced or stock issued unless there is an active Site.
Clients, Sites and Staff are not deleted they are made inactive or with Staff the Status can be set to an inactive code. Only Active Clients or Staff are visible unless you select to see All. This enables historical reports to have the correct information and ensure no one is paid unless the Site is Active.
Throughout CleanLink Site Manager, if the field or row you are on is attached to a Client, Site or Staff you can Right click and ‘Jump’ directly to their maintenance screen, and when you exit the maintenance screen, you will be returned to where you were.
On most tables throughout CleanLink Site Manager you can find the information you require by typing the number or name to be searched. e.g. Staff, click on the Number column and enter 1, it will jump to the first 1, if you then enter 2, it will jump to the first staff with 12 at the start of the number. Click on the name column and the focus switches, e.g. enter G, it will not only jump to the first G but change the order automatically to Surname order.
At the bottom of the screen there is a status line. This show’s: Who is logged in, the mode CleanLink Site Manager is in – (Create, Modify or Query), Zoom - if a drill down / pick list is available, Wide - means the field can be expanded, Ins - Insert mode, and you can type something. To cancel an entry, F2 or the cancel button, the field inadvertently blanked out will be reinstated.
The calculator, F10 or right click the mouse is available from any numeric field. The amount from the field will be in the calculator and changes can be pasted back directly from the calculator. Numeric fields can be updated by entering an amount.
To Add/Subtract/Multiple or Divide the original number, enter the amount, then the sign (+, -, *, /) from the numeric pad, then tab to enter the amount. E.g. the original amount is 10.50, to add 1.25 enter 1.25 then + and then Tab. The new value will be 11.75 If you get stuck (typically when CleanLink wants a valid code and one has not been setup) Press F2 and then Esc, you may need to Right Click and select Main Menu to reinstate the focus.