Difference between revisions of "Board Maintenance"
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| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#callboards_Forms|Form]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#callboards_BoardType|Board Type]] |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#callboards_Private|Private]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#callboards_Default|Default]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_PastDuePosition|Past Due Position]] |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_DueWithinPosition|Due Within Position]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_PriorityPosition|Priority Code Position]] |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_JobTypesPosition|Job Type Position]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#callboards_StatusCodesPosition|Status Code Position]] |
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | | ||
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Revision as of 16:31, 18 April 2024
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| 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. | |||
| • Color Position are form based.; | |||
| Fields | |||
| Form | Board Type | Private | Default |
| Past Due Position | Due Within Position | ||
| Priority Code Position | Job Type Position | ||
| Status Code Position |
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| Top
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| Filters Tab | |||
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| Overview | |||
| Filter by the following: | |||
| • Chains | |||
| • Customer | |||
| • Priority | |||
| • Salesperson | |||
| • Servicer | |||
| • Service Type | |||
| • Status Code | |||
| • Job Type | |||
| Top
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| Color Display Tab | |||
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| 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
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| Maintenance Tab | |||
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| Overview | |||
| The Maintenance tab is used to format the results grid. | |||
| • Add fields from multiple tables | |||
| • Set column width | |||
| • Set justification | |||
| Top
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| Copy To Tab | |||
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| Overview | |||
| The Copy From tab is used to clone existing boards. | |||
| Top
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