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Welcome to the Caction Support Site. Here you’ll find documentation and resources to help you get the most out of our products and services.

FAQs

Login

• How to Login Into Caction Using Mobile and Desktop?
• How to Assist My New User to Login?
• I Can’t Login to My Other Phone. Why?
• How to enable or disable IMEI Login Check? (Device Changing Detection)
• My Staff Did Not Receive Their OTP. What Should I Do?
• How to Enable/Disable Version Access Permission? (For Staff)

Check In/Check Out

• I Forgot to Check Out, How?
• How to Enable Assist Check Out?
• I am at the location, but the system says I am too far from the location.
• How to Adjust Geofencing Radius?

New User

• How to Add New User?
• How to Add New User Category?

Updates

• My updates are not received by my admin and other team members. Why?
• How to Check Pending Update?
• How to Check Pending Data?

Password

• I forgot my password. How can I recover or reset it?
• How to Change Account Password?

Filter

• How to Filter Job by Date Range?
• How to Set Customized Favourite Filter as Default - Desktop
• How to Set Customized Favourite Filter as Default - App
• How to Set Up the Column View in the Report Page?
• How to Use Update Report Filter?

Dropdown

• How to Add Dropdown Options in Digital Form?
• How to Edit Checklist Dropdown Options?
• How to Use Dropdown Field in Job/Project/Customer?

Category

• How do I Add New Category in Customer/Project/Job?

Status

• How do I Add New Status in Customer/Project/Job?
• How do I Add New Status in Digital Form?

Access Control

• I can’t access Digital Form. Please help.
• How to Configure Public Form Access in UAC (Done by Admin)?

Remote Signature

• How to Edit Remote Signature Email Template?
• How to Request for Remote Signature From Customer?
• How to Sign and Upload Company Stamp into Digital Form？

Notification

• I Get Spammed By a Lot of Notifications. How Do I Disable It?
• I am Not Getting Any Notification From the System On My Device. Why?

Reminder

• How to Edit Reminder Template?
• How to Create New Reminder Template and do Autopopulate Setting?

Others

• How to comment with photo / attachment?
• How Do I Delete/Deactivate a Resigned User or Change to a New User?
• Where can I view my team’s travelling for the month?
• How to Pull Out Job/Project/Form Report?
• How does an Admin Reset App Access for a User?
• How to Add New Product/Services?
• Comment Category Segmentation
• I can’t load the schedule page. Why?
• How do I set the system to skip project creation/selection during customer/job creation?
• Why is the Console Tab showing a different number of jobs for the same customer?

Features Knowledge

• Data Level Structure
• User Type Default Access

General

• How to Add New Project?
• How to Create Digital Form?
• How to Generate and Share QR Code for Public Form?

Business Management

Schedule

• How to Add New Job?
• Job Schedule Page
• Project Schedule Page

Dashboard

• Job Dashboard
• Asset Dashboard

Customer List

• How to Add New Customer?
• Customer List

Asset List

• How to Add New Asset?

Product/Services List

• Product/Services List

Business Reports

• Report Page
• Update Report Page
• How to Access Submitted Public Form?

Business Metrics

• Metric Dashboard
• Performance Metrics (App)

Business Map

• Business Travel
• Business Travel (Table)

HR Suite

• Claim Management
• How to Add Claim?
• Overtime Management
• How to Add Overtime Claim?
• Attendance List
• Office Check-In Settings

Company Settings

Job Settings

• To-do List Setup

Import

• How to Import New Customer(s)?
• How to Import New Project(s)?
• How do I Import New Asset(s)?
• How to Import New Contact(s)?
• How to Import New Product/Services(s)?
• How to Import New UOM(s)?
• How to do Customer/Project/Product/Services/UOM Bulk Update?
• How to do Asset Bulk Update?

Template Settings

Job

• How to Setup Job Template Page?

Digital Form

• Digital Form Template Settings
• How to Set Up Digital Form PDF Template?

Public Form

• How to Setup Public Form Template Page?

User Management

• UAC Policy Management
• Company Profile Settings

User Account Customisation

• Notification Settings by User Account

Wizard

• Wizard Page
  
  

Feel free to explore the sections above by clicking it for more information.

Thank you for choosing Caction.