Help

Application Help

This screen describes the icons used throughout this application,
and the processes that are used to complete your daily work.

Functional Area Description Q & A General user Questions and Answers. Audit Data How to set-up and use Audits Import/Export How to process I/O files. Invoicing How to process invoices. Screen Navigation How to use the icon approach to screen navigation. Report Processing How to use the ECASYS report system. Work Order setup Set up for Work Orders and Service Prices. Test vs Production How to select between the Test and Production ECASYS systems. Icon Description Audit Maintenance. Codes Screens. Codes represent relatively static, one Key item to one descriptive field ... such as Funding Sources. Contractor maintenance screens. Customer Demographics and Audits maintenance screens The main code table lookup and maintenance detail screen. Also used for Code Categories. ECASYS Home Page. WORK. A menu of the actual ECA work flow tasks. Education. Online versions of the ECA print and placard Customer training material. Houses. Individual dwelling information. Intake Applications - includes Customer Browsing functionality. Funding Sources. Categories and Detail maintenance screens. Intake Center Categories and Detail maintenance screens. Import/Export screens. Landlords. Detail maintenance screen for Landlord information. Occupants. Individual Occupant Information. Prices. Used both for ResourcePricing (Program Prices) as well as Service Prices. Detail maintenance screen for the Program profiles. Profile Screens. Profiles represent relatively static, one Key item to many descriptive fields ... such as Service Prices. Report Summary. Includes static online reports as well as dynamic Access reporting. Schedule Maintenance. Support Category -- contains Help, Terms & Definitions and the ability to log comments about the system. Service Items --- this icon is used to represent Service Items, Service Types and Prices profiles screens. Terms and Definitions. A Glossary. Comments. Add feature or change requests can be added by the users here. This Screen's Icon Work Orders. Browse screen to get into WorkOrders directly. Contains an ongoing list of the changes made to the ECASYS application.