Logging In

To log in when you have access to one location, do the following:

Go to the e-info URL you were provided.

In the User name field, enter your email address.

In the Password field, enter your password.

Click [Log In].
Note: If the system displays an Upgrade User Profile page, see the Upgrading Your User Profile topic before proceeding.

If you have rights to only one location, the system displays the main Customer Gateway for [Customer Name] - [Customer Address] page.  The tiles list data in the areas of the system to which you have access.

To log in when you have access to multiple locations, do the following:

Go to the e-info URL you were provided.

In the User name field, enter your email address.

In the Password field, enter your password.

Click [Log In].
Note: If the system displays an Upgrade User Profile page, see the Upgrading Your User Profile topic before proceeding.

If you have rights to multiple locations, the system displays the Switch Location page.



From the Select different location list, select the location you want access.

When you make a selection, the system places a green checkmark in the box to the left of the location and automatically redirects you to the main Customer Gateway for [Customer Name] - [Customer Address] page for that location.  The tiles list data in the areas of the system to which you have access, and you can use these tiles to perform equipment/item management tasks for the selected location.

From the main Customer Gateway for [Customer Name] - [Customer Address] web page, you can switch locations at any time by clicking the [Switch location or search all equipment] button located near the top of the page.



When you click the [Switch location or search all equipment] button, the system re-displays the Switch Location page. You can then use the Switch Location page to select a different location for which to perform equipment/item management tasks.

If you have access to multiple locations, and you want to view information and/or perform tasks involving all the locations at one time, you can log in to the Master Location. Doing so eliminates the need to log in to each individual location to acquire the information and/or perform the tasks. When you log in to the Master Location, you do not have access to all areas of e-info. In Master Location mode, you may have access to view information and/or perform tasks in the following areas of e-info:

Service calls

Equipment/Items

Meters

Sales orders

Not all areas may be enabled for your use in e-info.

To log in when you have access to multiple locations, do the following:

Go to the e-info URL you were provided.

In the User name field, enter your email address.

In the Password field, enter your password.

Click [Log In].
Note: If the system displays an Upgrade User Profile page, see the Upgrading Your User Profile topic before proceeding.

If you have rights to multiple locations, the system displays the Switch Location page.



From the Select different location list, select the "All locations (Master)" location.

When you make this selection, the system places a green checkmark in the box to the left of the location and automatically redirects you to the main Customer Gateway for [Customer Name] - [Customer Address] page for the Master Location.  The tiles list data in the areas of the system to which you have access from the Master Location page, and you can use these tiles to perform management tasks for the Master Location.


 

From the main Customer Gateway for [Customer Name] - [Customer Address] web page for the Master Location, you can switch locations at any time by clicking the [Switch location or search all equipment] button located near the top of the page.



When you click the [Switch location or search all equipment] button, the system re-displays the Switch Location page. You can then use the Switch Location page to select a different location for which to perform equipment/item management tasks.

To assist you with selecting a location from the Select different location list on the Switch Location page, you can use the Search equipment (All locations) feature to filter the Select different location list for the location(s) that contain equipment meeting the search parameters you specify.

You can search by equipment number, serial number, or location. When you search by location, you can search by the location's street address, contact name, contact phone number. The search is not case-sensitive, but the search must be an exact match

If the system locates a single equipment item based on your search parameters, then—in addition to filtering the Select different location list—the system displays Quick links you can use in connection with the equipment item that matches your search.

To use the Search equipment (All locations) feature, do the following:

From the Switch Location page, which is displayed after you login if you have access to multiple locations or when you click the [Switch location or search all equipment] button on the main Customer Gateway for [Customer Name] - [Customer Address] page, do the following:

in the Search equipment (All locations) region, use the drop-down menu under the Search field to select Equipment number, Serial number, or Location.

In the Search field, enter the equipment number, serial number, or location information (i.e., location street address, location contact name, location contact phone number) for which you want to search based on the drop-down menu selection you made in the previous step.  Observe these guidelines:

The search is not a "contains" search (e.g., a search for EQ1001 will find EQ1001 but will not find EQ100123).

The search is not case sensitive (e.g., a search for eq1001 will find eq1001, EQ1001, Eq1001, and eQ1001).

Click [Search].

If the system finds multiple matches, the system displays the number of matches in the Results field and filters the Select different location list to display the location(s) that match the search results.

If the system finds a single match, the system displays the number of matches in the Results field, displays Quick Links to the applicable areas of e-info to which you have access, and filters the Select different location list to display the location that matches the search results.

If the system finds no matches, the system updates the Results region to indicate that no matches were found.

Based on your search results, do any of the following:

Select a location from the filtered Select different location list. When you make a selection, the system places a green checkmark in the box to the left of the location and automatically redirects you to the main Customer Gateway for [Customer Name] - [Customer Address] web page for that location.

If available, click one of the Quick links to go directly to the e-info page corresponding to the link you select for the matching equipment.

Return to Step 1.a above and repeat the search using different parameters.

Click the [Show all] button to clear the Search field, Results field, and Quick links, and to re-display all locations to which you have access in the Select different location list.