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="navigationTitles" colspan="4" id="top" | [[File:BoardMaint main.PNG|BoardMaint main.PNG]]
+
| class="headerMainTitles" colspan="4" | Main form for Daily Call Center
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Navigation
+
| colspan="4" id="top" | [[File:BoardMaintmain.png|BoardMaintmain.png]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
+
| colspan="4" | Menu > Daily Call Center > Click the Maintenance button
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| class="navigationTitles" colspan="4" style="width: 1400px;" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Manage Forms tab is used to add new forms and edit existing forms.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked private are only available to the creator.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Forms marked default will be used to create the map on the dashboard.&nbsp;&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| 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;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| 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;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#callboards_FormName|Form]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#callboards_BoardType|Board Type]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#callboards_Private|Private]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#callboards_Default|Default]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_PastDuePosition|Past Due Position]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_DueWithinPosition|Due Within Position]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_PriorityPosition|Priority Code Position]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_JobTypesPosition|Job Type Position]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_StatusCodesPosition|Status Code Position]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" |
 +
&nbsp;
 +
 
 
|-
 
|-
−
| style="width: 265px;" | &nbsp;
+
| class="headerMainTitles" colspan="4" | Main form for Call Central and Dispatch Board
−
| style="width: 306px;" | &nbsp;
 
−
| style="width: 432px;" | &nbsp;
 
−
| style="width: 446px;" | &nbsp;
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| colspan="4" id="top" | [[File:BoardMaintenanceMainCC.jpg|BoardMaintenanceMainCC.jpg]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
+
| class="navigationTitles" colspan="4" style="width: 1400px;" | Navigation
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
+
| colspan="4" | Menu > Call Central/Dispatch Board > Form Maintenance
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
+
| class="navigationTitles" colspan="4" style="width: 1400px;" | Overview
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Color Position are setup using the Color Display tab.
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
+
| class="headerMainTitles" colspan="4" | Fields
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#callboards_FormName|Form]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#callboards_BoardType|Board Type]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#callboards_Private|Private]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#callboards_Default|Default]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
----
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
+
| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
+
| colspan="4" style="width: 265px;" | [[File:14SelectBoardFilters.png|14SelectBoardFilters.png]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | &nbsp;
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:BoardMaint filters.PNG|BoardMaint filters.PNG]]
+
| 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" | &nbsp;[[Customer_Management#top|Top]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Chains
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Customer&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:BoardMaint colors.PNG|BoardMaint colors.PNG]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Priority
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Salesperson
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Servicer
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Service Type
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Status Code
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Job Type
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
+
| class="headerMainTitles" colspan="4" id="customersitesTab" | Color Display Tab
 +
|-
 +
| colspan="4" style="width: 265px;" | [[File:Form155Img3.png|Form155Img3.png]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:BoardMaint mainten.PNG|BoardMaint mainten.PNG]]
+
| colspan="4" style="width: 265px;" | [[File:15Colorfilters.png|15Colorfilters.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
+
| colspan="4" style="width: 265px;" | The Color Display feature assists users with job identity. Colors can be defained based on the following:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Past Due
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Due Within a specific amount of time.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Job Types
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Priority
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Status Code
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
+
| class="headerMainTitles" colspan="4" id="customertaskstab" | Maintenance Tab
 +
|-
 +
| colspan="4" style="width: 265px;" | [[File:Form155Img4.png|Form155Img4.png]]
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:BoardMaint copyfrom.PNG|BoardMaint copyfrom.PNG]]
+
| colspan="4" style="width: 265px;" | [[File:16JobLabelSiteorNumber.png|16JobLabelSiteorNumber.png]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | The Maintenance tab is used to format the results grid.&nbsp;&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add fields from multiple tables
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set column width
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set justification
 +
|-
 +
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | &nbsp;
+
| class="headerMainTitles" colspan="4" id="customercontactstab" | Copy To Tab
 +
|-
 +
| colspan="4" style="width: 265px;" | [[File:Form155Img7.png|Form155Img7.png]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Copy From tab is used to clone existing boards.
 +
|-
 +
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="headerMainTitles" colspan="4" id="customercontactstab" | Work Hours Tab
 +
|-
 +
| 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;

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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