Creating an Internal Project for Chemical Treatment Work

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Creating an Internal Project for Chemical Treatment Work

This is an instructional guide on how to create an internal project for chemical treatment work to be done either in the laboratory or to manage a request from a customer.

This is an instructional guide on how to create an internal project for chemical treatment work to be done either in the laboratory or to manage a request from a customer.

1

Step 1 of 14

<p>Navigate to NetSuite in your browser window. New page if you want. </p>

Navigate to NetSuite in your browser window. New page if you want.

2

Step 2 of 14

<p>Enter: "New internal project" in the search field</p>

Enter: "New internal project" in the search field

3

Step 3 of 14

<p>Click "Internal Project > New" to open a new card.</p>

Click "Internal Project > New" to open a new card.

4

Step 4 of 14

<p>add the name of the project example: "Water clarity test - [example site]"</p>

add the name of the project example: "Water clarity test - [example site]"

5

Step 5 of 14

<p>Click "Quality" in the Type list</p>

Click "Quality" in the Type list

6

Step 6 of 14

<p>Click "Chemical Treatment & Water Quality" in the subtype field.</p>

Click "Chemical Treatment & Water Quality" in the subtype field.

7

Step 7 of 14

Add date requested

Add date requested

8

Step 8 of 14

Add date required

Add date required

9

Step 9 of 14

add the person requesting the job

add the person requesting the job

10

Step 10 of 14

Add a Sales Order for the job. $0 if it isn't being charged.

Add a Sales Order for the job. $0 if it isn't being charged.

11

Step 11 of 14

List the site address.

List the site address.

12

Step 12 of 14

<p>Add detail on what the job is about and notes on any information we have. <br>It should have enough info that anyone in the team can pick it up and work on it if needed.<br>Keep notes of actions required. </p>

Add detail on what the job is about and notes on any information we have.
It should have enough info that anyone in the team can pick it up and work on it if needed.
Keep notes of actions required.

13

Step 13 of 14

<p>Add supporting documentation as required. Examples could be council consent documents and ESCP plans with catchments etc listed. </p>

Add supporting documentation as required. Examples could be council consent documents and ESCP plans with catchments etc listed.

14

Step 14 of 14

Click save to close the record

Click save to close the record