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Working Time
Company/Organisation
Classifications
Agreements & Recurring Work
Work Orders & Work Items
Creating Work Items
Viewing Work Items
Using the Mobile App
Introducing the Mobile App
Adding Activity to Work Items
Troubleshooting
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Getting Started with X9
Setting Up Data in X9
Processing Work in X9
Known Issues in X9
Announcements & Release Notes (X9 only)
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Help Center
Other Products
Getting Started
Setting Up Business Data
Customers & Contacts
Products & Suppliers
Assets & Equipment
Services & Pricing
Resources
Break/Fix Coding
Working Time
Company/Organisation
Classifications
Agreements & Recurring Work
Work Orders & Work Items
Creating Work Items
Viewing Work Items
Using the Mobile App
Introducing the Mobile App
Adding Activity to Work Items
Troubleshooting
Known Issues
Legal & Other
Other Products
Getting Started with X9
Setting Up Data in X9
Processing Work in X9
Known Issues in X9
Announcements & Release Notes (X9 only)
Developer
Announcements
Other Products
Other products produced by Solarvista (not applicable to LIVE).
Getting Started with X9
Same site allocation
Basic end-to-end process in Solarvista X9
Launching the Planner & Familiarisation.
Customer Locations/Sites (Parent / Child Relationship)
Accessing for the first time
Accessing the mobile app for the first time, logging in and familiarisation.
Internet / Network Connectivity Requirements
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Setting Up Data in X9
Advanced Configuration - Mobile Workflow Definition
Introducing Follow Ups
Introducing Equipment Products / Parts
Band Specific Costs / Charges
OB020 - Introducing Personnel Cost Schemes
Internal Departments
OB100 - Create a file of Company holidays
OB006 - Setting up the basics - Personnel Records
OB021 - Introducing Service Schemes
OB057 - Importing data into the system
OB016 - Introducing Assets / Equipment
OB031 - Setting up the basics - Time Categories
OB024 - Introducing Action Codes
OB039 - Setup hierarchical codes for products, manufacturers and models
OB015 - Introducing Skill Levels
OB022 - Introducing Service Routines
OB032 - Setting up the basics - Agreement cancellation
OB005 - Setting up the basics - Customer Records
OB017 - Introducing Problem Codes
OB018 - Introducing Cause Codes
OB052 - Setup service level entitlements that are applied automatically.
OB004 - Setting up the basics - Companies Record
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Processing Work in X9
Reviewing a completed Work / Service Order (Job)
Agreement Renewals
Credit Notes
OB008 - Creating Work / Service Orders (Jobs)
Batch Invoicing
OB046 - Managing Parts inventory
Invoicing Service Orders
OB037 - Add financial account information for each customer
Reporting and dashboards in Solarvista X9
OB010 - Working through a Work / Service Order (Job) on the Mobile App.
OB103 - Cancel/Reinstate/Suspend/Resume SLA
OB105 - Set limits to volume of work provided under an agreement.
OB028 - Modifying the time of arrival (ETA) and estimated time of completion (ETC).
OB040 - Track inventory levels, values and locations
OB048 - Setup policies for pricing of parts and materials
Related Service Schemes
OB033 - Sending manual SMS and Emails from within the application
OB054 - Create supplier records together with contact information.
OB101 - Insert from Project Templates
OB012 - Sending / Receiving Ad Hoc Messages
OB104 - Maintain checklists for personnel prior to/following visiting sites or regular intervals
Agreement Templates
OB041 - Inventory requests and movements
OB106 - Record payment receipts against sales invoices.
OB014 - Adding Telephone Calls / Notes to Customers
OB009 - Planning Work / Service Orders (Jobs)
OB027 - Working with Jobs - Telephone Calls / Notes
OB025 - Working with Jobs - Expenses
OB035 - Attach media and files to all available record types
Invoice Options
OB038 - Categorise time across all activities
OB102 - Determine shipping/collection points for field-based pickup
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Known Issues in X9
Citrix Workspace "Cannot connect to Server"
Rendering issues on high resolution screens
Citrix Receiver - Cannot start app. Please contact your help desk
Security Scheme rights issue when trying to view / create a new record.
Announcements & Release Notes (X9 only)
Solarvista X9 update - January 2020
Solarvista X9 update - October 2019
Solarvista X9 version 9.51 - September 2019
Solarvista X9 version 9.47 - July 2019
Attention: Update your Citrix Receiver now
Solarvista X9 version 9.46- April 2019
Solarvista X9 version 9.39.1 - November 2018
Solarvista X9 version 9.36.0 - September 2018
Solarvista X9 version 9.35.0 - July 2018
Solarvista X9 version 9.34.0 - 10 April 2018
Solarvista X9 version 9.33.0 - 7th February 2018
Solarvista X9 version 9.32.0 - 15th November 2017
Solarvista X9 version 9.31.0 - 9th October 2017
Solarvista X9 version 9.30.0 - 19th September 2017
Solarvista X9 version 9.27.0 - 29th June 2017
Solarvista X9 version 9.26.0 - 24th May 2017
Deprecation Notice - Android Versions 4.1 to 4.3
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Developer
LIVE Visit API
