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TD Module


Add New TD

To create a new Technical Directive select "TD Options", then select "New TD"

This creates a new Technical Directive which automatically opens to the General Tab. The Technical Directive can then be linked to a job and have all the information added. To view the PDF select "Preview"

The Technical Directive is now ready to confirm which will update the status from "Open" to "With Supplier".

Note: Alternatively, the Technical Directive can be created through the Jobs module. See Section Raise TD From Job for more information.


Find TD


Quick Search

To locate Technical Directives that have been created the quick search can be used provided the TD Number, Supplier Name or Job Number is known. Select the quick search option required and enter the details into the search field. Select "Go" to begin the search. All Technical Directives that fit that requirement will be listed.


Advanced Search

The Advanced Search is used if the TD Number, Supplier Name or Job Number are unknown or if searching for a specific range of data (example: all TDs with the status "Open"). Select the options required for the search then select "Search" to begin. All Technical Directives that fit that requirement will be listed.


Edit TD


Revert TD

Technical Directives can be edited or deleted provided the job has not been invoiced. Once the job has been invoiced all information on the Technical Directive is locked.

It is possible to revert the Technical Directive if it is removed from the invoice. It then becomes available to edit and can be added back onto the invoice once updated or deleted if no longer required.

Subpages (2): Add TD Drawings Void TD
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