The Chronicle Home Page

 

The Home page is the first page you see when you enter Chronicle. The tabs at the top of the screen let you get to various types of information in Chronicle; the customizable panel on the right gives you a summary of and shortcut to the information you use most.

The Home page looks like this. (The tools listed on the right and the content of the panel on the right are different for each company and user.)

The top of the screen:

Header: The window header shows the version of Chronicle you are using, the name of your company, and the user who is currently logged in.

Tabs: The tabs at the top take you to different types of information. Because many types of information are related in Chronicle, you can often get to the same information in various ways. For example, suppose you wanted to change contact information for an insurance agent. You could go to the People tab and find the agent there, or you could go to the Organizations tab and pick the company that the agent is associated with and get to the agent that way, or you could go to a job that the agent is associated with and link to the agent's information from there. Which tab you use to get to this information depends only on what is most convenient for you.

Help Button: This button brings up the help system that you are using now.

Window Button: If you have any other windows open (like the Activity or Department manager) in addition to the main Chronicle window, this button lets you bring those windows to the front if they happen to be behind the main screen.

The tools on the left:

Changing Which Tools are in Your List

The Edit button on your Home page lets you control which of the tools you see in your list; we recommend showing only those that you use. Most of them are initially hidden. You can get to most of these tools elsewhere in Chronicle; these links just help you quickly get to those areas you use often.

The tools that you add to your Home page are also available by clicking the Tools bar at the right side of the page. Changing the tools on your home page also changes the tool bar.

Common Tools

Calendar Event [Add Event for Me]: This lets you add an event to your calendar.

Document [Add]: This lets you add a document for yourself. Generally this tool is useful to human resources people who are storing employee handbooks, job descriptions, and company policies. (To add a document to a job, you must pick the job and add the document there; you can't use this tool to add documents to jobs.)

Journal [Add]: This lets you add a journal for yourself. (To add a journal to a job, you must pick the job and add the journal there; you can't use this tool to add journals for a job.)

Labor Entry [Time Sheet]: If you are a manager, this lets you enter labor hours for your employees. If you are not a manager, you can only enter your own hours.

Reminder [For Me]: This adds a reminder for yourself.

Reminder [For Someone Else]: This adds a reminder for someone else.

Skill Locator: This lets you find an employee or subcontractor who has specific skills. (To be able to use this option, you must have identified what skills various people have.)

Spell Checker [Single Word or Phrase]: If you want to check the spelling of a single word, the spell checker lets you look it up. The spell checker is always available in the journal regardless of whether you include this in your tools list.

Task [For Me]: This adds a task for yourself.

Task [For Someone Else]: This adds a task for someone else.

Management Tools

These tools are typically used by managers. Most of these require management security levels to use.

Activity Manager: For any department, the Activity Manager lists each activity, telling you how many of each are active, pending, overdue, and so on. The Activity Manager also shows you, for each active departmental job, which activities are pending, active, and completed; also indicating where activities have gone past their scheduled end dates.

Department Jobs [By Status]: This takes you to a list of all jobs for a particular department. You can choose whether to see active, inactive, or completed jobs.

Department Manager: For all departments, the Department Manager lists the total number of jobs that are pending, active, and overdue. It also summarizes the total number of activities (active, pending, completed, overdue, etc.) for each department.

Graphs: This takes you to our management graphs.

InfoPanel Setup: This is a shortcut to being able to customize the information in the panels on the right side of many screens in Chronicle. (You can also customize panels by clicking the Panel button at the top of the screen.)

Journal Manager: This lets you review all journals written during any date range you specify. You can see all journals, journals for a specific department, or journals related to a particular activity. This can be useful to get an overview of what is happening with jobs.

Labor Reports: This lets you see summaries and details for labor with various views for the entire company, for specific departments, or for particular employees.

Main System Setup: This lets you set up activities, categories, departments, documents, surveys, and other settings in Chronicle.

Profitability Snapshot: The Profitability Snapshot shows revenues, labor costs, materials and subcontracting costs, gross profits, and profit percentages. This gives you a financial overview for any period you choose. You can see this financial overview for entire departments or for individual jobs, and you can double-click any item for greater detail.

Receivables [All]: This takes you to the list of all receivables on the Financial tab. You could get to this same information by going to the Financial tab and choosing Receivables All for the Financial View.

ServiceMaster Reports: This generates the ServiceMaster Fee Report.

Trend Report: The Trend Report shows job trends over time. For example, while graphs can show you how many jobs you've received from each adjustor for a period of time, the Trend Report shows you information like the total number of jobs for each month and whether the average number was increasing or decreasing. With the Trend Report, you can look at jobs by type of person (for example, by adjustor or by sales rep), by category, by source, by organization, and so on. It also lets you look at all departments or just a selected department. And it lets you compare number of jobs, amount billed, or amount received. You can break this data down by week, month, or year.

The right side of the page:

Go Button: This brings up a menu that lets you get to more of your information. (If you have put the right information on your panels, you may not need this menu because all of the information you need may already be displayed.)

Panel Button: This button lets you customize the content of this and other panels in Chronicle; see Customizing Panels for more detail.

Refresh Button: If you’ve changed information, this forces the panel on the right side of the screen to refresh to show your changes.

Status: This button lets you indicate where you are and whether you are available. It also lets you check on the availability of other employees. See Monitoring Employee Availability for more detail.

Panel Tabs: The tabs at the top of the panel depend on what you have set up; Chronicle lets you add up to ten tabs with the information you choose on each; see Customizing Panels for more detail.

Panel Content: The actual content of your panel depends on what you have set up; see Customizing Panels for more detail.

To look at, add to, or change the information behind entries on the panel: If the item has ^ before it, double-click the entry or heading to go to the corresponding information. For example, your personal panel might indicate that you have new email; simply double-click on the email entry on the panel to go to your email. For there you can read your new email, write additional messages, and so on.