How to Raise a Pest Control Record
Note: Pest Control Programmes must be set up first in the Pest Control module before a Pest Control Record can be created. Click here to access the article on setting up a Pest Control Programme.
A Pest Control Record can be added in three ways. Below are the steps that must be carried out in order to add a Pest Control Record. Expand each step below for further explanation.
Option 1: Using the 'Add Control' Button within the Pest Control Module
To manually add a Pest Control Record in the Pest Control module, navigate to the Pest Control module via 'PRP Control>Pest Control' and click the 'Add Control’ button.
Image: Navigation to Pest Control Module, and Click 'Add Control' Button
A pop up will appear on screen prompting you to select the Pest Control Programme for which you wish to add the Pest Control Record. Using the dropdown, or typing into the box, source your preferred Pest Control Programme and click 'Create'.
Image: Pest Control Programme Pop-Up Screen
Image: Selecting the Pest Control Programme to create the Pest Control Record from
Image: Clicking the 'Create' Button to generate a New Pest Control Record
Once created, the Pest Control Record will open on the Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Pest Control Record
Note: For further explanation on how to complete the one Workflow Stage of the Pest Control Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Pest Control Programme
To manually add a Pest Control Record from a Pest Control Programme, navigate to the Pest Control module via 'PRP Control>Pest Control', access the 'Plan’ tab and locate the Pest Control Programme you wish to raise the Record from.
Image: Navigate to the Pest Control Module, Access 'Plan' Tab and Locate the Pest Control Programme
Once you have access the Pest Control Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Pest Control Record.
Image: Using the 'Actions>Add Record'
Once created, the Pest Control Record will open on the Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Pest Control Record
Note: For further explanation on how to complete the one Workflow Stage of the Pest Control Record, see here.
Option 3: Using the 'Scheduler' within the Pest Control Programme
If the Scheduler has been set within the Pest Control Programme, Pest Control Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Pest Control Programme, see here.
Image: Pest Control Programme - Scheduler Details
Pest Control Records generated via a Scheduler will be placed in the 'Actions' tab of the Pest Control module and opened in the Record workflow stage.
Image: Pest Control Record Generated via a Scheduler in Actions Tab of the Pest Control Module
Image: Pest Control Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the one Workflow Stage of the Pest Control Record, see here.
Related User Guide Articles
- How to Add a Pest Control Programme