Difference between revisions of "Board Maintenance"
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Form removal cannot be reversed. | | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span> Form removal cannot be reversed. | ||
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| − | | colspan="4" | [[ | + | | colspan="4" | [[Board_Maintenance#top|Top]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Job Type | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Job Type | ||
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| − | | colspan="4" | [[ | + | | colspan="4" | [[Board_Maintenance#top|Top]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Status Code | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Status Code | ||
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| − | | colspan="4" | [[ | + | | colspan="4" | [[Board_Maintenance#top|Top]] |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Maintenance tab is used to format the results grid. |
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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> Add fields from multiple tables |
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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> Set column width |
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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> Set justification |
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| − | + | | colspan="4" | [[Board_Maintenance#top|Top]] | |
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Revision as of 08:35, 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 | |||
| The Color Display feature assists users with job identity. Colors can be defained based on the following: | |||
| • Past Due | |||
| • Due Within a specific amount of time. | |||
| • Job Types | |||
| • Priority | |||
| • Status Code | |||
| Top
| |||
| Maintenance Tab | |||
| |||
| Overview | |||
| The Maintenance tab is used to format the results grid. | |||
| • Add fields from multiple tables | |||
| • Set column width | |||
| • Set justification | |||
| 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
| |||
