Difference between revisions of "Board Maintenance"

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 +
|-
 +
| class="headerMainTitles" colspan="4" | Main form for Daily Call Center
 
|-
 
|-
 
| colspan="4" id="top" | [[File:BoardMaintmain.png|BoardMaintmain.png]]
 
| colspan="4" id="top" | [[File:BoardMaintmain.png|BoardMaintmain.png]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" style="width: 1400px;" | Navigation
+
| colspan="4" | Menu > Daily Call Center > Click the Maintenance button
−
|-
 
−
| colspan="4" | Menu > Call Central/Dispatch Board > Form Maintenance
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" style="width: 1400px;" | Overview
 
| class="navigationTitles" colspan="4" style="width: 1400px;" | Overview
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbspColor Position are form based.;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Color Position are form based. Colors must be assigned here for color positioning to display propery on the board.&nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
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&nbsp;
 
&nbsp;
  
 +
|-
 +
| class="headerMainTitles" colspan="4" | Main form for Call Central and Dispatch Board
 +
|-
 +
| colspan="4" id="top" | [[File:BoardMaintenanceMainCC.jpg|BoardMaintenanceMainCC.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" style="width: 1400px;" | Navigation
 +
|-
 +
| colspan="4" | Menu > Call Central/Dispatch Board > Form Maintenance
 +
|-
 +
| class="navigationTitles" colspan="4" style="width: 1400px;" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Color Position are setup using the Color Display tab.
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#callboards_FormName|Form]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#callboards_BoardType|Board Type]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#callboards_Private|Private]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#callboards_Default|Default]]
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
 
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
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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:Form155Img2.png|Form155Img2.png]]
+
| colspan="4" style="width: 265px;" | [[File:14SelectBoardFilters.png|14SelectBoardFilters.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Filter by the following:
+
| colspan="4" style="width: 265px;" | Filter by the following: The Assigned/Not Assigned buttons are used to isolate filter types that are either included or excluded from the form filters.
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Chains
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Chains
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|-
 
|-
 
| colspan="4" style="width: 265px;" | [[File:Form155Img3.png|Form155Img3.png]]
 
| colspan="4" style="width: 265px;" | [[File:Form155Img3.png|Form155Img3.png]]
 +
|-
 +
| colspan="4" style="width: 265px;" | [[File:15Colorfilters.png|15Colorfilters.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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|-
 
|-
 
| colspan="4" style="width: 265px;" | [[File:Form155Img4.png|Form155Img4.png]]
 
| colspan="4" style="width: 265px;" | [[File:Form155Img4.png|Form155Img4.png]]
 +
|-
 +
| colspan="4" style="width: 265px;" | [[File:16JobLabelSiteorNumber.png|16JobLabelSiteorNumber.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" id="customercontactstab" | Copy To Tab
 
| class="headerMainTitles" colspan="4" id="customercontactstab" | Copy To Tab
 
|-
 
|-
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| colspan="4" style="width: 265px;" | [[File:Form155Img6]]
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| colspan="4" style="width: 265px;" | [[File:Form155Img7.png|Form155Img7.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | The Copy From tab is used to clone existing boards.
 
| colspan="4" style="width: 265px;" | The Copy From tab is used to clone existing boards.
 
|-
 
|-
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| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
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| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]
−
----
+
|-
−
 
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| class="headerMainTitles" colspan="4" id="customercontactstab" | Work Hours Tab
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" style="width: 265px;" | [[File:18WorkHours.png|18WorkHours.png]]
 +
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" style="width: 265px;" | Work Hours are used to define the working hours for the board.
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;
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| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;
 
|}
 
|}
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  [[Category:Pages with broken file links]]
 

Latest revision as of 10:57, 22 July 2024

Main form for Daily Call Center
BoardMaintmain.png
Menu > Daily Call Center > Click the Maintenance button
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.
• Color Position are form based. Colors must be assigned here for color positioning to display propery on the board. 
Fields
Form Board Type Private Default
Past Due Position Due Within Position
Priority Code Position Job Type Position
Status Code Position

 

Main form for Call Central and Dispatch Board
BoardMaintenanceMainCC.jpg
Navigation
Menu > Call Central/Dispatch Board > Form Maintenance
Overview
• Color Position are setup using the Color Display tab.
Fields
Form Board Type Private Default
 Top
Filters Tab
14SelectBoardFilters.png
Overview
Filter by the following: The Assigned/Not Assigned buttons are used to isolate filter types that are either included or excluded from the form filters.
• Chains
• Customer 
• Priority
• Salesperson
• Servicer
• Service Type
• Status Code
• Job Type
 Top
Color Display Tab
Form155Img3.png
15Colorfilters.png
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
Form155Img4.png
16JobLabelSiteorNumber.png
Overview
The Maintenance tab is used to format the results grid.  
• Add fields from multiple tables
• Set column width
• Set justification
 Top
Copy To Tab
Form155Img7.png
Overview
The Copy From tab is used to clone existing boards.
 Top
Work Hours Tab
18WorkHours.png Overview
Work Hours are used to define the working hours for the board.
 
 
 
 
 
 
 
 
 
 
 
 
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