1. Document storage
1.1. Overview/Usage
1.2. Types of documents
1.3. Location of document storage database
2. Publishing service
2.1. Overview
2.1.1. Cloud service does NOT equal cloud storage for database
2.2. Maintenance requirements
2.3. Limitations
2.3.1. One way
2.3.2. Internet access
2.4. Initial setup
2.4.1. Promaster 8 - mobile devices
2.4.1.1. Connecting Mobile devices
2.4.2. Promaster 8 - Keymanager 8
2.4.2.1. Connecting Keymanager 8
3. Backups
3.1. Overview
3.2. PC vs PM8 backups
3.3. Cloud backups
3.4. Setting up
4. Customizations
4.1. Application parameters
4.1.1. Allow coding reports to be printed
4.1.2. Allow reissue of key to be ordered
4.1.3. Allow invoice number on completed jobs to be changed
4.1.4. Allow jobs to be returned to manufacturing after completed
4.1.5. Allow keys to be ordered as qty per cylinder
4.1.6. Order to display pinning (Visual order vs Assembly order)
4.1.7. Bilock show cuts on two lines
4.1.8. Allow key sections to be edited after used
5. Reports
5.1. System lock usage
5.2. Door hardware
5.3. Signature request form
5.3.1. New and existing signatories
5.3.2. Blank signature request forms
6. Pre-system creation
6.1. Key sections and keyways
6.1.1. Top field (top family member)
6.1.2. Left list (other family members)
6.1.2.1. Matrix
6.1.2.1.1. Display orientation
6.1.2.1.2. Editing
6.1.3. Right list (keyways)
6.2. System type
6.2.1. Modules
6.2.2. Coloured heads
6.2.3. Minimum master pin size (2)
6.2.4. Key section family
6.2.5. Cylinder position
6.2.6. Other rules
6.3. Locks and Cylinders entry
6.3.1. Part code
6.3.2. Description
6.3.3. Brand
6.3.4. Finish
6.3.5. Part type
6.3.6. Complete
6.3.7. Active/Inactive
6.4. Door hardware entry
6.4.1. Part code
6.4.2. Description
6.4.3. Brand
6.4.4. Finish
6.4.5. Active/Inactive
6.4.6. Part type
6.4.7. PM8 primarily for master keying - PHS7 for door scheduling
6.5. Key colour entry
6.5.1. Long name
6.5.2. Short name
6.5.3. Imported system issues
7. Create system
7.1. Client information entry
7.1.1. Create new/Select existing
7.2. Create system with excel
7.3. System notes
7.4. Job notes
7.5. System expansion using excel
8. System data entry
8.1. Signatories
8.1.1. Name
8.1.2. Title
8.1.3. Contact details
8.1.4. Mandatory signature
8.1.5. Signature expiry
8.1.6. Image uploads
8.1.6.1. Signature
8.1.6.2. Photo
8.1.7. Notes
8.1.8. Active
8.2. Keys entry
8.2.1. Key hierarchy
8.2.1.1. Master Key
8.2.1.2. Change Key
8.2.1.3. Grand Master Key
8.2.1.4. Great Great Great Great Grand Master Key
8.2.1.5. Selective Master Key
8.2.2. Add keys
8.2.2.1. Key name
8.2.2.2. Description
8.2.2.3. Category
8.2.2.4. Key above
8.2.2.4.1. Select key above
8.2.2.4.2. Create key above
8.2.2.5. Designation
8.2.2.6. Add door for key
8.2.3. Bulk change
8.2.4. Sorter
8.3. Doors entry
8.3.1. Bulk change
8.3.2. Add door
8.3.2.1. Locks and Cylinders
8.3.2.1.1. Special pinning rules (stack height)
8.3.2.2. Add key to this door
8.3.2.3. Notes
8.3.2.4. Different keying side 2 (internal/external)
8.3.2.5. Non-keyed
8.3.2.6. Area
8.3.2.7. Description
8.3.2.8. Stamping
8.3.2.9. Door name
8.3.2.10. Door hardware
8.3.3. Sorter
8.4. Keying matrix
8.4.1. Click and drag to select (straight and diagonal)
8.4.1.1. Select section and toggle selection on/off
8.4.2. Space to toggle
9. Coding
9.1. Create system design in Tree/Matrix
9.1.1. Modifying existing design/ expanding
9.2. Working with the tree
9.3. Working with the matrix
9.4. Rotated constant designs
9.5. Selective designs
9.6. System snapshot
9.7. Special pinning
9.7.1. Doors Tab