Welcome Guest.  • Login

AgriData Inc. Docs

Navigation


Search the wiki

»
In this section we will show you how to get started in Surety® Pro. One of the first things to do is to create a client list.



See Also:Getting Started with Surety® Pro Tutorial Video



1. Upon logging in, you will have the FSA Map, Hail History Map, Soil Map, Topography Map, and the FEMA Info available to choose only. 

Options available when no client is selected.

Options available when no client is selected.

 



2. To enable additional forms and features you will need, select a client. To select a client, click the Select button in the top of the right hand panel or the Please select a Client To See All the Forms Link.

Select

Select


3. In this demonstration, we have no clients set up yet. 

Select A Client

Select A Client

 



4. To add a client, click Edit. Note: Once a client is added, then that client will be available so there will be no need to continually add the same client each time See also: How to add, modify or delete clients in Surety Pro..

Click Edit

Click Edit

 



5. The edit clients window will open.

Edit Clients Window

Edit Clients Window

 



6. Here you can add clients by clicking on the "+" symbol See also: How to add, delete and modify records ie clients, crops, product

Click the '+'

Click the '+'

 



7. Now the Add Records window will open. Last name and first name are required fields. However, for a complete client profile, you will want to fill lout all of the fields and then click the Submit button.

Add Record Window

Add Record Window

 



8.Close the Edit Client's window by clicking on the X in the top right hand corner.

Click the

Click the "X" to Close the Edit Clients Window

 

Note: Once a client has been added as a record you will not have to keep typing their information in, you can just simply select the client from the list.



9. Now you can choose your client by just clicking it in the drop down.

Choose a client

Choose a client

 



10. Then type in a crop year.

Choose a crop year.

Choose a crop year.

 



11. Now click the Go button.

Click the Go button.

Click the Go button.

 



12. Now, other reports and features will become available.

Image



13. To have a field view, you can either click on the desired location on the map, or use the Search button in the right hand panel. See also: Search (Navigate the online map by Legal Description, Latitude and Longitude, Township, Address, Texas Lookup)

Click Search

Click Search


14. I am going to locate a property by typing in a legal description.



Type in the values for the property and click the locate button.

Typed in a Legal Description of the property.

Typed in a Legal Description of the property.

 



Now that we have created a client(s), we are ready to start saving borders and reports.



See Also:Getting Started with Surety® Pro Tutorial Video, Saving Borders with Surety® Pro, Saving Reports with Surety® Pro

  Name Size
- AddRecordWindow.PNG 12.77 KB
- Chooseaclient.PNG 11.00 KB
- Chooseacropyear.PNG 10.18 KB
- ClickFSAMap-2.jpg 71.34 KB
- ClickFSAMap.PNG 615.87 KB
- ClicktheGobutton.PNG 10.02 KB
- ClickthePlusSymbol.PNG 11.94 KB
- CloseEditClientsWindow.PNG 15.17 KB
- EditBorders.PNG 13.10 KB
- EditBordersSavebutton.PNG 8.92 KB
- EditBordersWindow.PNG 7.38 KB
- EditClientswindow.PNG 11.73 KB
- FarmFieldNameAcres.PNG 8.17 KB
- FarmName.PNG 13.60 KB
- FSAMap.PNG 1.06 MB
- FullView.PNG 108.58 KB
- GettingStartedNoClients.PNG 9.53 KB
- LegalDescription.PNG 8.40 KB
- Locatebutton.PNG 8.81 KB
- NWandNESelectedFields-2.jpg 61.92 KB
- NWandNESelectedFields.PNG 897.18 KB
- Pro NoClient circled forms.jpg 27.37 KB
- Pro NoClient circled select.jpg 25.98 KB
- Pro NoClient Screen.jpg 26.04 KB
- SaveBordersintherighthandpanel.PNG 18.75 KB
- SavedBorderswillhaveGreenBorders-2.jpg 44.05 KB
- SavedBorderswillhaveGreenBorders.PNG 525.30 KB
- SavedDrawnBorder-2.jpg 32.15 KB
- SavedDrawnBorder.PNG 471.17 KB
- SelectAClientClickEdit.PNG 9.91 KB
- SelectedaFarmName.PNG 12.97 KB
- SelectedBorderwithCyanborder-2.jpg 42.12 KB
- SelectedBorderwithCyanborder.PNG 519.71 KB
- SelectedFieldswithCyanBorder-2.jpg 43.49 KB
- SelectedFieldswithCyanBorder.PNG 527.78 KB
- SelectFieldNWEditBorders-2.jpg 41.91 KB
- SelectFieldNWEditBorders.PNG 520.09 KB
- Selectingaparticularfield-2.jpg 73.52 KB
- Selectingaparticularfield.PNG 664.23 KB
- Selectingfield2-2.jpg 42.52 KB
- Selectingfield2.PNG 526.39 KB
- Selectlink.PNG 8.75 KB
- smAdditionalMapsandReports.JPG 24.93 KB
- smSearchbutton.JPG 31.23 KB
- TopoSoilsFSAMap.PNG 8.56 KB