This article provides a comprehensive guide to using Syrinx 365, covering features such as logging in, setting user preferences, exporting reports, and uploading or printing documents. It explains how to configure email settings using SMTP, both at the individual user and global levels, including support for application passwords when multi-factor authentication is enabled. It also answers frequently asked questions about logging out, generating and extracting reports, managing pricing agreements, and creating collections. Finally, it guides users on customizing their experience through views, filters, and global searches within the Syrinx system.

Topics included in this article

• Syrinx 365 Overview
• Logging In - Password Reset
• User Preferences
• Exporting Reports
• Copy and Paste
• Printing Documents
• Uploading Documents 
• Syrinx 365 Cloud - FAQ
  • How do I log out properly?
  • How do I upload documents?
  • How do I run reports?
  • How do I extract reports?
  • How do I access uLearn/uInnovate?
  • How do I create an Off-hire collection / multi-collection?
  • How do I create Pricing agreements?
  • How do I carry out a Global search?
  • How do I create Views, Columns, and Filters? 

Syrinx 365 Overview 

Below is a walkthrough of Syrinx 365. To see more videos like this one, sign up for POR Academy. POR Academy links are listed below the video. 

Here are additional resources:

• Syrinx 365 | Welcome Guide
• POR Academy Login Page
• POR Academy Registration Form (This is also found on the login page)

Logging In - Password Reset

If your password doesn't work when logging in, use the Forgot Password option on the login page. Depending on the internet speed, after the first login, it will keep the MS Access running in the background, so it should be fast.

💡 Pro Tip

While resetting the password, the browser sometimes auto-fills the verification code section with your email address. Please empty the section and enter the code you received.

User Preferences

From the menu options on top of the screen, click on Preferences, and the users can select their Regional settings to correct any date or currency formats (they need to refresh their login for the settings to work accordingly)

Exporting Reports

1. Once you run the report, you can right-click on the display and select the export function.
   
   
   
2. You'll be prompted to select where to save the file.
   
   
   
3. Once the "Temporary Files" folder is selected. From the top menu, select My Files> Temporary Files and select the document to download. Check the box next to the report, press Actions, and then download.
   
   
   

Copy and Paste

If you can't copy and paste, please check the browser settings. 

1. Press Cookies and site permissions
   
   
   
2. Allow the Clipboard.
   
   
   

Printing Documents

On the document,"CTRL + P"  will open the Print screen. When you select DCV Printer and click on the "Print” button, the system will open a new page on the browser so you can print locally. 

Below is the image of a browser with the document displayed.

Uploading Documents

Select the "My Files" menu option and upload the files to the Temporary Files area. Either select the "Upload file(s)" option or drag and drop the file(s) you would like to upload.

 Once you have uploaded them, you can see them in the Syrinx menu to attach to customers, equipment, etc.

Syrinx365 Cloud - FAQ

• How do I log out properly?
• How do I upload documents?
• How do I run reports?
• How do I extract reports?
• How do I access uLearn/uInnovate?
• How do I create an Off-hire collection / multi-collection?
• How do I create Pricing agreements?
• How do I carry out a Global search?
• How do I create Views, Columns, and Filters? 

How do I log out properly?

You should log out via the profile icon and then select end session to ensure the streaming resources are available for the next person who needs to log in.

How do I upload documents?

To upload a document, you will first need to upload it to a folder in the cloud. Using ‘My Files’ on the top menu option allows you to upload your documents to a Syrinx folder or a temporary files folder on the cloud. 

Within the folder, you can upload the files of your choice from your computer, which can then be linked to your assets, etc.

How do I run reports?

Reports are located on the right-hand menu of Syrinx. 

Within the reports menu, you can search for a report or filter by module. The star next to the report can be selected to add it to your favourites. To run the report, simply click on it and fill out the prompt fields.

How do I extract reports?

Once the report is generated, it can be exported by right-clicking on the mouse and selecting export. Here, there are several options to export to PDF, Excel, Microsoft Word, etc.

How do I access uLearn/uInnovate?

uLearn and uInnovate can be accessed via the question mark symbol, which is located in the menu on the right-hand side of Syrinx.

How do I create an Off-hire collection / multi-collection?

Off-hire collections can be raised from the collection tab within the off-hire note. If one collection is to be raised, click ‘Add all’ and all the items on the contract will be added to the collection note. Multiple collections can be created by clicking ‘add’ and selecting the lines you want included in the collection note. Each collection line will have a reference that includes the off-hire number, followed by the number of that collection.

The collection note can be printed via the print icon and if using the driver app, the job will be in the driver scheduler list to allocate to a driver.

How do I create Pricing agreements?

Pricing agreements can be created via the customer record, which creates an agreement specific to that customer. Pricing agreements can also be searched for or created through the CRM module. General Hire or Sales discount rates can be set against the agreement and hire rates can be set more specifically against the hire item. These specific hire rates will override the values set initially against the fleet item. To create a specific hire rate, select the dropdown and choose hire rates.

Click Add and then choose the category that you want to apply a specific rate to and then the hire rate that you want to override. 

Once you have clicked save, you must click on the ellipses and then open. This will open a window that allows you to add your agreed rate for the customer.

How do I carry out a Global search?

Quick searches can be carried out via global search box in the top left corner of Syrinx. As an example, you can simply search for a customer name and click on the customer to take you straight into the customer record. 

Select your module before searching to get a better search result.

How do I create Views, Columns, and Filters? 

Within all the built-in search screens in Syrinx there is the ability to apply filters, move columns in the preferred order and sort them in the desired manor. You can also add or remove columns from the screen by clicking on the hamburger menu icon, Actions, and then selecting columns.

Once a view has been designed, it can be saved for the individual by selecting the dropdown next to system view and then + Add / Update.

Save as a New Page view will save the view for the individual. Save as a Shared Page view allows you to assign the view to a user role so other people in the business can have that view too. Once you choose the option you want to create, give the view a name. If you choose to mark the view as default, then this view will be loaded automatically the next time you navigate to this page.

In the example below, a page view named "Available fleet" was created and is now available as a dropdown option.