For ease of use, CLEARVIEW has been made highly customizable. These customizations are in the form of:

• Pages that can be disabled if your organization does not intend to use those functions,

• Settings that control features within pages that your organization can disable, enable or select from options to suit its needs, and

• Different user access levels within your organization.

  • Function Not Available - the page won't be visible to the user.

  • Display Only - the user can only see the contents of the page but cannot enter any data nor make any changes.

  • Update - the user can see the contents and update existing information, but cannot add new data.

  • Full Access - the user can see the contents, add and make changes to it.

  • Full Access + Override - the user can see the contents, add and make changes to it, and modify locked content Daily Entry pages that have been verified, and Inventory physical counts/invoices/transfers that are closed. as well.

  • Custom - available only in the Settings tab, this option allows you to set the access level for each individual setting that was grouped under the function heading.

  A user's access can be set for each individual page (user A can have Display Only access to one page, Full Access to another and Function Not Available for a third). As it can be time consuming to assign access levels for each user for each page, we have simplified the process through Security Templates.

We need you to keep in mind that:

1. The screenshots provided in the Online Help Center may not match what you see in CLEARVIEW.

2. You may not see certain pages or features described in the Online Help Center.

   • To help you through this, we have indicated optional features with an * (asterisk). Hence, any field or feature that's followed by an * in the Online Help Center, may not show in your version of CLEARVIEW.

     Optional features are marked with an * only in the Online Help Center. In CLEARVIEW, a red * indicates that the field is compulsory and MUST be filled.

3. You may not have the highest level of access to a page and hence, may not be able to edit or update a page as described in the Online Help Center.

   • In such a scenario we suggest you contact a CLEARVIEW user in your organization who has full access or your CLEARVIEW Support Team.

You can use the links below to go to a specific page in the User Guide or use the navigation pane on the left.

Favourites Set As Home Page Training Add to Favourites Remove from Favourites Organize Favourites   Reports Status My Dashboard - Live My Dashboard - Historical My Custom Reports System Status Check List Status Financial Executive Summary Day Parts Deposit Report Sales Variance Accounting Summary Store Managers Summary Forecasting Forecast Accuracy Payout List Rebate List Overing List Accounting Export Consolidated Accounting Export Labour Employee Birthdays Employee Phone List Employee Review List Employee Event Calendar Turnover Report Time Card Summary Missed Shifts Report Employee Schedule Schedule Variance Time Off Report Daily Position Report Inventory Actual Usage Theoretical Usage Variance Report Variance Report with Waste View Product Purchases Transfer Reports Weekly Waste Theoretical Troubleshooter Food Cost Worksheet Product Mix Trend Analysis   Admin Security Control Create User Find System Users List All System Users   Message Center   Settings   User Profile

Daily Entry Banking Information Payouts Rebates Overings Waste Time Cards Missed Shifts Check List Exception Correction Missing Financials Missing Deductions Missing Period Sales Missing PLU Sales Change List   Labour Employees Create an Employee Find an Employee List Active Employees Employee Phone List Employee Review List Employee Birthdays Bulk Pay Rate Update Employee Data Import Turnover Report Employee Data Export Employee Audit Time Tracking Daily Time Cards Daily Missed Shifts Labour Cost Hourly Labour Cost Missed Shifts Report Time Card Summary Time Card Audit Report Stat Helper Scheduling Employee Scheduling Info Forecasting Schedule - New Clearview Schedule Schedule Entry/Update Employee Schedule Daily Schedule Bar Line Scheduling Daily Position Report Time Off Report Schedule Variance Reports Employee Birthdays Employee Review List Employee Phone List Employee Event Calendar Turnover Report Time Card Summary Time Card Audit Report Employee Weekly Hours Report Missed Shifts Report Employee Schedule Schedule Variance Time Off Report Daily Position Report

Cash Sheet Summary Stations Cashier Report Payouts Product Mix Labour Waste Destinations Hourly Sales Hourly Labour Cost Weather Overings Rebates E.J. Viewer   Inventory Physical Counts Create Count List Physical Counts Print Count Sheet Purchasing Create Purchase Order Find a Purchase Order List All Purchase Orders Receive Purchase Order Forecasting Stock Level Assessment Purchase Order Build-to's View Product Purchases Receiving Receive Purchase Order Create Invoice Find an Invoice List All Invoices Export Invoices To Accounting View Product Purchases Transferring of Goods Create Transfer Find a Transfer List Current Transfers List Outstanding Transfers Transfer Reports Worksheets Daily Waste Freezer Pull Worksheet Prep Chart Worksheet Drop Chart Worksheet Production Charts Purchase Order Build-to's Reports Actual Usage Theoretical Usage Variance Report Variance Report with Waste View Product Purchases Transfer Reports Weekly Waste Theoretical Troubleshooter Supplier Audit Report