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  1. SRM Builder
  2. Help for Builder

Help for Builder

How to build and manage the operations users can add to cases.

Getting Started

  • Introduction to Builder
  • Log In To Builder
  • Edit Your Account
  • Builder FAQs

Operations

  • How Source Opcodes Work in Builder and Case
  • Search for an Operation
  • Create an Operation
  • Adding Documents to an Operation
  • Edit Attachments on a Builder Operation
  • Adding Weblinks to an Operation
See all 8 articles

Variations

  • Additional Charges on Prebuilt Operations
  • Create a Variation

Inspections

  • Operation & Inspection Attachments
  • Create an Inspection
  • Create an Outcome Group

Using Builder Operations in Case

  • Access Builder from Case

Admins

  • Enhanced Builder CSV Export
  • Enhanced Builder CSV Export/Import with Additional Charges
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