Getting Familiar with Your New Yeti Environment

Clicking the [x_icon type="bars"] menu toggle allows the left menu to be collapsed to allow for a larger viewing area of the selected screen. Clicking the icon again will re-display the left menu.

This collapse\display toggle appears for every Records and Reports Menu item.

Displayed menu view

Collapsed menu view

Favorite Companies acts a 'short cuts', company picker screen. Each user is able to set and select their most commonly used Clients and\or Sub-Contractors for quick viewing.

For more information on how to set your Favorite Companies click here.

Initial Favorite Companies view

Favorite Companies addition example

Instead of viewing all records, the Search and Filter functions allows users to specify which records\reports to display.

Isolating the records in a view is useful for:

• viewing a specific group of records
• making bulk changes to a group of records
• targeting the records desired for a data export
• potentially increasing the speed of Yeti functionality by not displaying every existing Yeti record.

Search

'Search' is the quicker method of segregating records. Just type keywords into the search field and hit enter.

 

Search feature

 

 

Filter

 

'Filter' is an advanced search function and allows for multiple search criteria.

 

Filter options will vary depending on the Yeti menu viewed.

 

 

Filter feature

 

Is Search\Filter 'On' or 'Off'?

 

When both Search and Filter features are 'Off'

 

When Search feature is 'On'

NOTE: Both the Search and Filter functions can be in use at the same time. This image could indicate the Search function is in use, or both Search and Filter functions are.

 

When Filter feature is 'On'

 

How to Clear Search and Filter functions?

 

• For Search, remove text from the field

 

Delete search text

 

• For Filter, click the 'Filter' button and then click on the 'Clear' button.

 

Click Clear

 

==> Coming Soon!

An option to clear filter settings with 'one-click' is coming. Keep an eye out for this listing in the 'What's New' web postings.

'One Click' clear option coming soon!

 

Clicking '[x_icon type="redo"]' will reload the page you are currently viewing.

Reloading the page may be required in situations where there's a notification of a Yeti software update, or if an expected change does not appear on the screen.

'[x_icon type="question-circle"]' leads to Yeti's Support website, which has:

• announcements of features added to Yeti environments
• an extensive collection of instructional and reference documents on using Yeti Snow Management Software
• Links to request assistance via email or for one-on-one meetings

Link to Yeti's Support website

NOTE: This link will be updated in the near future to include links to webinars and self-directed training.

'[x_icon type="cog"]' contains the menus related to global (Yeti wide) settings and configurations, and account (payment) settings.

Options under Settings

1. Company

 

'Company' lists the company's billing contact(s) and the address to be used for billing.

 

The Yeti 'Company Code' is also located on this page. This code is used:

• to identify the company for self-registration of its users
• for initiating work contracts with other companies and with clients
• for inquiries to Yeti administration regarding billing
• for requesting assistance from the Yeti Support team

 

Company code and billing information

 

2. Subscription

 

The Subscription page lists everything related the company's subscription.

• Subscription type (annual\monthy)
• Subscription cost
• Invoice Date
• Billing history
• Subscription options
• Credit Card information
  • If on a High Performance, monthly subscription, there is also an option to put the account into 'off-season' mode (click here for more information).

 

Subscription information

 

3. General Settings

 

'General Settings' contains the following information which can be set:

 

1. Set units of measurements for Length, Area, Temperature and Currency
2. Set Seasons
3. Set whether you receive update notifications (for more information on this feature, click here)
4. Set Environment colours
   • Top and left menu backgrounds and header texts
5. Set Sub-Contractors edit restriction by setting expiry period (for more information on this feature, click here)
6. Accounting software configuration
   • QuickBooks integration (for more information on this feature, click here)
   • Xero tax setting (for more information on this feature, click here)

 

Yeti configurations available under 'General Settings'

 

4. API Tokens (Developer)

API tokens are a secure way for two or more computer programs to communicate (ie transfer data) with each other. For detailed information on API Tokens, please click here.

 

The integration of Yeti with Salesforce is an example of the use of API Tokens. To view our documentation on this integration, please click here.

 

 

No API Token set

 

Example of a API Token

 

The notifications tab displays notices of Yeti events. Notices expire after 7 days.

List of Yeti event notification types:

• Subscription issues
• Subscription payment updates
• User request to join Yeti to Approve or Deny
• Notification of exported reports ready to be downloaded

Yeti notifications

Example: 1) Yeti notification

Example: 2) Yeti message

The User Profile menu allows individual Yeti users to:

• Update Account
  • The information which can be updated are:
    • Name
    • Email
    • Country code and phone number
    • Timezone
• Change Password
• View Yeti's Privacy Policy (Privacy and Terms)
  • To review the policy, please click here.
• Logout

Profile options

Yeti Messaging provides a tools to message\chat with members of your own company, either individually or creating a group.

You can see when a crew member has read your message and also, be alerted via notifications when you receive messages from operators.

Yeti's Messaging Screen example

Example: 1) Un-read message notification

Example: 2) Un-read message notification

Example: 3) Messages