Difference between revisions of "Board Maintenance"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 17: | Line 17: | ||
|- | |- | ||
| 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. | ||
| − | |||
|- | |- | ||
| − | | class="headerMainTitles" colspan=" | + | | class="headerMainTitles" colspan="2" | Fields |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number| | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Form]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity| | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Board Type]] |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive| | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Private]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name| | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Default]] |
| − | + | |- | |
| + | | class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#job_solution|Past Due Position]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#activestatus|Due Within Position]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#job_solution|Priority Code Position]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#activestatus|Job Type Position]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#job_solution|Status Code Position]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 700px;" | | ||
| + | | ||
|- | |- | ||
Revision as of 11:59, 18 April 2024
| |||
| 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. | |||
| Fields | |||
| Form | Board Type | Private | Default |
| Past Due Position | Due Within Position | ||
| Priority Code Position | Job Type Position | ||
| Status Code Position |
| ||
| 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 To Tab | |||
| |||
| Overview | |||
| The Copy From tab is used to clone existing boards. | |||
| Top
| |||
