Difference between revisions of "Board Maintenance"
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| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab | | class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab | ||
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| colspan="4" style="width: 265px;" | [[File:BoardMaint filters.PNG|BoardMaint filters.PNG]] | | colspan="4" style="width: 265px;" | [[File:BoardMaint filters.PNG|BoardMaint filters.PNG]] | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Chains | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Chains | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Customer |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Priority |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Salesperson |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Servicer |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Service Type |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Status Code |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Job Type |
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| colspan="4" | [[Customer_Management#top|Top]] | | colspan="4" | [[Customer_Management#top|Top]] | ||
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| − | | class="headerMainTitles" colspan="4" id="customertaskstab" | | + | | class="headerMainTitles" colspan="4" id="customertaskstab" | Maintenance Tab |
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| colspan="4" style="width: 265px;" | [[File:BoardMaint mainten.PNG|BoardMaint mainten.PNG]] | | colspan="4" style="width: 265px;" | [[File:BoardMaint mainten.PNG|BoardMaint mainten.PNG]] | ||
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| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
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| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 296px;" | [[Glossary#TaskType|Task Type]] |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 324px;" | [[Glossary#TaskDetails|Task Desc]] |
| class="fieldGrayBackgrounds" style="width: 432px;" | | | class="fieldGrayBackgrounds" style="width: 432px;" | | ||
| class="fieldGrayBackgrounds" style="width: 265px;" | | | class="fieldGrayBackgrounds" style="width: 265px;" | | ||
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| − | | class="headerMainTitles" colspan="4" id="customercontactstab" | | + | | class="headerMainTitles" colspan="4" id="customercontactstab" | Copy From Tab |
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| class="headerMainTitles" colspan="4" | [[File:BoardMaint copyfrom.PNG|BoardMaint copyfrom.PNG]] | | class="headerMainTitles" colspan="4" | [[File:BoardMaint copyfrom.PNG|BoardMaint copyfrom.PNG]] | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Select a site in the Results Grid to edit the site. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Select a site in the Results Grid to edit the site. | ||
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| − | | colspan="4" | [[ | + | | colspan="4" | [[Board_Maintenance#top|Top]] |
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| colspan="4" | | | colspan="4" | | ||
Revision as of 08:25, 11 January 2023
| BoardMaint main.PNG | |||
| Navigation | |||
| Menu > Call Central/Dispatch Board > Form Maintenance | |||
| Overview | |||
| The Manage Forms tab is used to add new forms and edit existing forms. | |||
| • Forms marked private are only available to the creator. | |||
| • Forms marked default will be used to create the map on the dashboard. | |||
| • Form removal cannot be reversed. | |||
| Top
| |||
| Filters Tab | |||
| |||
| Overview | |||
| Filter by the following: | |||
| • Chains | |||
| • Customer | |||
| • Priority | |||
| • Salesperson | |||
| • Servicer | |||
| • Service Type | |||
| • Status Code | |||
| • Job Type | |||
| Top
| |||
| Color Display Tab | |||
| |||
| Overview | |||
| Sites are managed using the Site Management form. | |||
| • Use the More drop-list to Add a new site | |||
| • Select a site in the results grid to Edit the site. | |||
| • Use the More drop-list to Search for an existing site. | |||
| Top
| |||
| Maintenance Tab | |||
| |||
| Overview | |||
| Tasks are managed using the Task Management form. | |||
| • Use the More drop-list to add a new task | |||
| • Select Edit in the results grid to rdit an existing task. | |||
| • Select Replicate in the results grid to replicate the task. | |||
| • Select Remove in the results grid to remove the task. | |||
| Fields | |||
| Task Type | Task Desc | ||
| Top
| |||
| Copy From Tab | |||
| |||
| Overview | |||
| Contacts are managed using the Contact Management form. | |||
| • Use the More drop-list to add a new customer contact | |||
| • Select a site in the Results Grid to edit the site. | |||
| Top
| |||
