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;"
 
|-
 
|-
−
| 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" | Menu > Call Central/Dispatch Board > Form Maintenance
+
| 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;" | The Manage Forms tab is used to add new forms and edit existing forms.
Line 16: Line 16:
 
| 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;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;Form removal cannot be reversed.+
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Form removal cannot be reversed.
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| 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="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]]
 +
|-
 +
| 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]]
 +
|-
 +
| 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]]
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_StatusCodesPosition|Status Code Position]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" |
 +
&nbsp;
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab
+
| class="headerMainTitles" colspan="4" | Main form for Call Central and Dispatch Board
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | &nbsp;
+
| colspan="4" id="top" | [[File:BoardMaintenanceMainCC.jpg|BoardMaintenanceMainCC.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:BoardMaint filters.PNG|BoardMaint filters.PNG]]
+
| class="navigationTitles" colspan="4" style="width: 1400px;" | Navigation
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" | Menu > Call Central/Dispatch Board > Form Maintenance
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| class="navigationTitles" colspan="4" style="width: 1400px;" | Overview
 
|-
 
|-
−
| 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 class="dotContentHeader">•</span>&nbsp;Color Position are setup using the Color Display tab.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
+
| 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" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Board_Maintenance#top|Top]]  
 
----
 
----
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Color Display Tab
+
| class="headerMainTitles" colspan="4" id="customersitesTab" | Filters Tab
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:BoardMaint colors.PNG|BoardMaint colors.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;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| 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;Use the More drop-list to Add a new site
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Customer&nbsp;
 
|-
 
|-
−
| 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;Priority
 
|-
 
|-
−
| 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;Salesperson
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| 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;Service Type
 +
|-
 +
| 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;Job Type
 +
|-
 +
| 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;Select Edit in the results grid to rdit an existing 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 Replicate in the results grid to replicate the 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 Remove in the results grid to remove the task.
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Job Types
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | Fields
+
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Priority
 
|-
 
|-
−
| 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;Add fields from multiple tables
 
|-
 
|-
−
| 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;Set column width
 
|-
 
|-
−
| 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 justification
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| 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]]
 +
|-
 +
| 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;

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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