Survey Process Checklist
Billing Status Report Review Acceptance
Partial Payment Total Payment
□ Log into Admin database. On Draco,
click on the Admin database link. Put in your userid (e.g. arch1 or
manager) and password.
Open the Admin database (click on the link or the icon). FileMaker
displays the Admin Welcome screen
□ if the welcome screen is too small
so see, click the larger "landscape" icon (third from the
left) at the bottom left of the filemaker window
Click on the Companies tab (4th from the left near the top) to display
screens related to client firms and contacts
□ For new clients, create new client in
the Admin database: Firms List screen.
If you click on the Firm List link, you will see a list of all the
companies in the database:
□ Filemaker automatically assigns a firm# to new firms. In
the list above, Conoco Phillips is firm# 02. BHP is firm# 11. When you
verify that the company you are adding is not on the list,
□ Create a new firm by pressing the green plus sign in the middle
near the top
of the screen or select New Record from the record dropdown . You
can fill out the firm information from the list screen or switch to the
Firm Detail screen by clicking on the
icon to the left of firm name or by selecting the Firm Detail screen
from the layout button on the upper left hand side of your screen
Note the firm#. It is used to construct the project number later.
Fill in as much new client information as you can. You can always go
back and add or edit information later.
Note. This admin data relates to the job. The project database is
used to create the project coversheets for the NAIF, AIRS and IS&A