Redsky Mobility

General 15

• User Manual
• RedSky – High Level Menu Functional Decomposition
• User Guide for General Move Management
• RedSky Reports Functionality
• RedSky Shortcuts and Tips

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User Setting 3

• User Guide: Enabling Multi-Factor Authentication (MFA)
• Admin User Guide: Enabling Multi-Factor Authentication (MFA) for Your Company
• User Guide: MFA Settings on the View User Page

File Cabinet 4

• Creating a Secure Document in File Cabinet
• Integration of RedSky with Outlook for uploading documents to the File Cabinet
• Steps to rollout / deploy the RedSky - Outlook File Upload app/add-in to users
• RedSky Outlook Plugin – Email Upload User Guide

Notes 1

• Workinstruction Notes and Follow Up

Frequently Asked Questions 12

• I forgot my password. How do I reset it?
• Extract list of To Do Rules
• How to create Cost Element
• Assignee details under Task Planning
• What is the Logic for how revenue recognition date is populated?

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EDI Process 2

• EDI Attach Configurations
• EDI Report Logic

Redsky Release Notes 50

• RedSky Outlook Plugin – Import Email Template Feature
• RedSky Outlook Plugin – Email Upload Feature
• Release Notes - Version 12.6
• Release Notes - Version 12.5
• Release Notes - Version 12.4

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Integrations 2

• RedSky User Guide Voxme Functionality
• RedSky Move4U Integration

Artifacts 4

• RedSky Information Security Policy
• Account Portal Demo
• Customer Portal Demo
• RedSky Data Archival and Data Retention Policy

Survey 1

• User Guide: Adding Items for the Survey in RedSky

Service Order 4

• Work Instruction File Cabinet Invoice Attachments
• RedSky Invoicing Functionality
• Storage Billing
• Service Order Dashboard

O&I 1

• O & I - Office Move

Customer File 0

Work Ticket 1

• Work Ticket Functionality

Claims 1

• Claim Process and Registration

Forwarding 0

Scanned Docs 0

Groupage 0

Partner 0

Accounting 3

• Payable Processing
• Pricing Contracts and Charges
• FX-Rate Conversion & Update on Account Line

Surveys 1

• RedSky Survey Functionality

Quotations 3

• Inclusion and Exclusion in Quotations
• Price Point Functionality
• Instructions to Accept or Reject Multiple Quotes

Schedule Resource 1

• Scheduling Resource Functionality

Operation Limits 0

Time Sheet 0

Trace Storage 0

Trucking Ops 1

• Trucks Management

Locations Maint 0

Location Library 1

• Storage Management

Storage Library 0

Work Planning 0

Crew Management 1

• Crew Management

Operations Management 2

• Operations Management Control
• Operations Management

Crew Payroll Set Up 0

GL System Interface 0

Tenancy Billing 0

Driver Commission Plan 0

Revenue Tracker 0

Storage Invoice Email 0

Payable Tracker 0

Find Our Invoice 0

Find Vendor Invoice 0

Find Client Auth#s 0

Storage Billing 3

• RedSky Storage Billing Functionality
• Work Instruction Storage Billing
• Ability to Allow to Add Multiple Storage and Insurance within Service Order

Subcontractor Charges 0

Batch Payable Processing 1

• Batch Payable Processing Functionality

Batch/Collective Invoicing 1

• Batch Collective Invoicing Functionality

Integration with Accounting Packages 1

• RedSky Great Plains Accounting Integration

Accrual Processing 1

• Accrual Processing

Revenue Reciprocity Analysis 1

• Revenue Reciprocity Analysis

Reports 1

• Pending Billing Report

Forms 0

Data Extract 0

Work Ticket Extract 0

OMNI Report Extract 0

Storage Extract 0

Storage Location Extract 0

Claims Extract 0

SQL Extract 1

• SQL Extract Logic: agent_users

Email Setup Template 1

• Email Template Functionality

Sales Commission Mgmt 1

• Commission Calculation Structure

Quote Services Template 1

• Work Instruction Quote Service Template

Material & Equipment 0

Ref Job Type 1

• REF JOB TYPE

Redsky Billing 1

• RedSky Billing Functionality

Partner 6

• Adding Billing Instructions to Account
• Add or Edit an agent details in RedSky
• Adding an Account
• Quality Survey Functionality
• Agent Classification and Preferred Agent Functionality

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Contract 0

Reference 3

• Cost Elements
• Disable the TSFT parameter value for CorpId instance
• Parameter List

Company Events 0

Accounting Template 2

• RedSky Pre-defined Account Lines
• Default Accounting Template

Resource 0

Document Processing 0

User Logs 0

RefCrate 0

Document Management 0

Exchange Rates 1

• How to Update Exchange Rates in RedSky

Define To Do Rule 1

• Activity Management and Set Up of To Do Rules

Reports 1

• Form Functionality

Integration Centre 1

• TransDocs Upload

Role Transfer 0

Email Tracker 0

User Role 0

Current User 0

Menu Permission 0

View User 3

• User Setting
• User Creation
• User Guide: Valid Active User Audit

System Default 1

• RedSky System Default and Company Division

Audit Setup 0

System Configuration 0

Network Control 0

Tab Permission 0

Role Permission 1

• RedSky Roles Allocation

Company Division 0

Data Security Filter 0

Data Security Set 0

Document Control 0

Security 3

• RedSky Application Security Features
• Password Policy
• How to Reset Your Password on RedSky

Agent Portal 8

• Agent portal access request
• Agent Portal - Using Redsky
• Agent Portal - Move Management
• Agent Portal - Service Order
• Agent Portal - Service Order Status Screen

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Insurance 1

• Insurance Setup for Customer Portal

Account Portal 3

• Account Portal - Login Page
• Account Portal - Move Management
• Account Portal - Finance

Partner Portal 3

• Partner Portal - Login Page
• Partner Portal - Move Management
• Partner Portal - Management Information

MovePulse Customer Portal 6

• How to login on your MovePulse Customer Portal?
• What should I do if I didn't receive the PIN?
• How to access your profile and update information?
• How to view/add Messages?
• Insurance Functionality - MovePulse

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Configuration 2

• MovePulse Customer Portal - Customization
• Insurance Configuration - MovePulse

RedSky Survey App 14

• RedSky Survey App User Guide
• How to Schedule a Survey?
• How to update survey details?
• How to add/update addresses, with their access info and images?
• How to add/update a shipment?

View all 14