27 STEPS
1. Welcome to the tutorial on how to do Water Test
2. Go to Lab tab then select Water Test
3. Select which pool you want to water test.
4. When clicking the pool list, it will show more details regarding the Pool.
5. You may click the Water test Icon or Test water Button to start the water test.
6. To take a test, either follow the prompts to sync with water testing hardware or enter the results manually
7. An arrow icon will indicate if the result is out of range
8. Click the clock icon to view the previously recorded values for the test
9. A graph will show previous test results
10. View the min, max and target for the test by hovering over the input field
11. Click Add chemical tests to add any other test not initially shown
12. Add any observations using the appropriate observation group drop-down
13. Set the Next test date if you will be sending a test reminder to the contact
14. In the recommendations section, use the Select dosage group if you have other products that will address the issue.
15. Edit the Customer action to amend the recommended amount
16. Use the Show on report switch to show or hide the recommendation on the customer's water test report
17. Click Generate report when you're done
18. You will see a preview of the PDF the the customer will receive. Click the icons to download or print the PDF
19. The customer can receive the report PDF attached to an email. You can personalise the content of the email message and amend the recipients
20. Click Personalising customer communications to view merge tags available for personalising your message
21. Click a merge tag to copy it to your clipboard
22. The merge tag can then be pasted into the message content
23. Scroll down and click Enter CC emails
24. Enter multiple CC email addresses by typing the email then hitting Return
25. To send the report by SMS, click the checkboxes to select the mobile numbers you would like to receive the SMS
26. Click Send SMS when you're ready to send the report
27. That's it. You're done.
Thank you for your time.
