Customer Schedule List
Launch Aliquot: Log into Aliquot using the browser of your choice.
We recommend Chrome, Edge, or Safari for the best compatibility.
Customers: Navigate to the "Customers" section at the top of the screen.
Customer Schedules: Click on the "Customer Schedules" section under the ribbon.
This brings up the Customer Schedule List
Customer Schedule List
-It displays the customers here.
-Shows Manager and Sales Rep for the company
-It outlines the report schedule completion in progress
-Indicates if the customer's report schedule was completed on time (Service Met)
-You can view historic schedules by year and date using the left-hand filter.
Single Customer
Schedules
-Click on a customer under customer list to bring up their Schedules.-Select the Schedules Option
The Customer Window shows:
-Customer's manager and sales rep
-Service by month
-Unassigned users can be assigned to the customer manager
You can set up schedules by month as needed. Each active month requires a report type assignment. Report types for each month include Service, Operator, Lab, Visit, Checklist and Survey Reports.
Reviewing Schedules
Click on any listed scheduled System.
Notice the System(s) selected at the bottom. This indicates which System(s) the schedule is assigned to.
If no Systems are shown on the right, you can click on any unassigned ones from the left side.
Single Customer
Details
Customer details will show up under the Details tab.
This includes:
-Address
-Final reports and drafts analytics.
-Customer report breakdown for the past 6 months
History
The History tab shows schedule compliance for the selected customer.
This includes:
-Report Name
-Schedule Date and Report Date
-Author
-Report Status
