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  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > BOB Site Tracking Setup.
  3. On the Location Mapping tab, mark the Tracking check box OR select the ellipsis  to the right of the BOB Site field and then select Manage Site.
  4. In the New Site window, select the Site drop-down to display a list of BOB Sites that have not been linked to Signature Locations. Once the BOB Site has been linked, that name no longer displays in this list. If the Site has not been created in BOB yet, select Create Location. See Creating a BOB Site.
  5. The BOB Site information displays in the appropriate fields. (Note that these fields are not editable.)
  6. Select Create.
  7. On the Location Mapping tab, the Location row is updated to now display the link icon indicate the Location/Site is tracking, linked, and the BOB Site name displays.
Excerpt

Buttons on this window

  • Reset - Resets the window to its original information without closing the window.
  • Create - Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
  • Cancel - Closes the window without making any changes.