Editing Create a Site (section)

==Creating Software==
Software records are used to help ensure the business stays up-to-date with payments and licensing with all vendors. The information that LiveDC tracks is focused on the software version, recurring payments for that software, software licensing, etc. The purpose behind software tracking is to streamline the information gathering process to provide an understanding of what the company owns and/or when payments are due with up-to-date data. Information you will need to fill out this section:
*Software name
*Operating system information
*Software version
*Contacts for the specific software
*The company that the software is owned by
*The company where the software was obtained from
*Any reoccurring costs for the software
*The number of licenses the software has
*The beginning and end date of that license
*Any payments that were made to obtain the software
[[File:Software.png]]

===Instructions===
<ol>
  <li>If you are already in the “Create Software” window skip to step 3a. If you are not in that window continue to step 2.</li>
  <li>On the navigation menu (left-hand side) click “Assets” and click “Software” this will open a new tab titled “Software”</li>
  <li>Within the software tab (upper left-hand corner) click the “Create” button. A new window will open up called “Create Software.”</li>
    <ol type="a">
      <li>Enter the name of the software in the “Name” field</li>
        <ol type="i">
          <li>Examples: Adobe, Microsoft, etc.</li>
        </ol>
      <li>Enter any additional information about the software in the field titled “Details”</li>
      <li>Choose whether the software is an operating system or not. If yes, check the box to see the green check mark. If no, leave the box with the red x</li>
      <li>Enter information regarding the version of the software in the “Version” field</li>
      <li>Add contact information for the software in the “Contact” section by clicking on the star button to create a new contact record. In the “Create Contact Entry” window enter the following: </li>
        <ol type="i">
          <li>Enter a “Type” by selecting from the drop down menu or by clicking on the star button to create a new “Contact Method Type” record (see [[Extras#Creating a Contact Method Type|Creating a Contact Method Type]] section for instructions) </li>
          <li>Enter a “Contact” by selecting from the drop down menu or by clicking on the star button to create a new “Contact” record (see [[Extras#Creating a Contact|Creating a Contact]] section for instructions)</li>
          <li>Click “Add”</li>
        </ol>
      <li>Select the company that is associated with the software in the “Software Company” drop-down menu or create a new “Software Company” record by clicking the star button (see [[Extras#Creating a Company|Creating a Company]] section for instructions)</li>
      <li>Select the company that is associated with the software procurement in the “Procurement Company” drop-down menu or create a new “Procurement Company” record by clicking the star button (see [[Extras#Creating a Company|Creating a Company]] section for instructions)</li>
      <li>Select the time period for the recurring cost for the software in the “Recurring Cost Interval” drop-down menu</li>
      <li>Enter the estimated cost of the recurring payment for the software in the “Recurring Cost Estimate” field</li>
      <li>Enter the number of licenses for the software in the “Number of Licenses” field</li>
      <li>Select the start date of the license for the software in the “License Begin Date” field</li>
      <li>Select the stop date of the license for the software in the “License End Date” field</li>
      <li>Add tags to the software in the “Tags” section by selecting from the drop down menu and clicking the left-hand facing arrow or create a new “Tag” record by clicking on the star button (see [[Extras#Creating Tags|Creating Tags]] section for instructions)</li>
        <ol type="i">
          <li>Examples: AIX, Linux, Windows, etc.</li>
        </ol>
      <li>Add payment information for the software in the “Payments” section by clicking the star button to create a new payment record. In the “Create Payment” window enter the following:</li>
        <ol type="i">
          <li>Enter the date of when the payment for the software is to be paid in the “Date” field</li>
          <li>Enter the amount of the payment in the “Amount” field</li>
          <li>Select the type of payment in the “Type” drop-down menu or create a new “Payment Type” record by clicking the star button (see [[Extras#Creating a Payment Type|Creating a Payment Type]] section for instructions)</li>
          <li>Select who is making the payment in the “Paid By” drop-down menu or create a new “Paid By” record by click the star button (see [[Extras#Creating a Business Unit|Creating a Business Unit]] section for instructions)</li>
          <li>Select to whom the payment is going to in the “Paid To” drop-down menu or create a new “Paid To” record by clicking the star button (see [[Extras#Creating a Company|Creating a Company]] section for instructions)</li>
          <li>Add tags to the payment in the section titled “Tags” by selecting from the drop down menu and clicking the left-hand facing arrow or create a new “Tag” record by clicking the star button (see [[Extras#Creating Tags|Creating Tags]] section for instructions)</li>
          <li>Enter any additional information about the payment in the “Details” field</li>
          <li>Click “Add”</li>
        </ol>
      <li>Click “Create”</li>
</ol>
    </ol>