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Building Address
The 'Building Address' tab is only available if the Location's 'Type' is a Building.
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Service Host Permissions
The 'Service Host Permissions' tab is on the Locations Catalog. The functionality of this tab allows an Admin to limit the Service Hosts that can be assigned to a given Location.
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Using the 'Add' functionality a User can associate a Service Host Permission with a given Location. This association allows the Service Host to be assigned to the given Location and any Children records.
- Click the 'Add' the button.
- This opens the 'Add New Service Host Permissions' form.
- Select the Service Host(s) that are desired to associate with the given Location.
- Click the 'Save and Close' button.
The Service Host(s) is associated with the given Location and is the only Service Host(s) that can be assigned to the given Location elsewhere in PCR-360.
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- Select the Service Host Permission to remove from the Grid.
- Click the 'Delete Selected' button.
- The Permission on the current given Location record is removed.
Note: Removing the Permission on a Parent record removes it on all Children records as well. If a Permission is desired on a Child record, it needs to be added manually to the desired record after removing it from the Parent.
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This functionality looks up the Tree and shows any Service Host Permissions that are associated with a given Location through Inheritance.
- Click the 'Inherited Permissions' the button.
- This opens the 'View Inherited Permissions' dialog.
- Click the 'OK' button the button when finished viewing.
Permit None
This button removes any associated Service Host Permissions from a given Location. This does NOT remove any Inherited Permissions from the Parent record. To use, simply click the 'Permit None' the button. Any Service Host Permissions that were associated with the given Location have that Permission deleted. The Grid displays: "No Contacts entries may be used with this Locations entry."
Note: If 'Permit None' is set on a Parent record, the Children records are similarly limited.
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- Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry." Click the 'Delete Selected'
- Click the button.
- The Permit None restriction is removed, and it is possible to associate Service Host Permissions with the given Location again.
Locations
The 'Locations' tab serves as an alternative method for displaying all the Children Location of the currently selected Parent record. It provides a list of all Child locations within this Location. Typically, Child records are displayed in the Tree on the left-hand side of the Locations Catalog.
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Attachments
The 'Attachments' tab allows Users to attach file(s) (including .pdf, .jpg, .doc, and more) of interest or relevance to the Location by uploading the file(s) into PCR-360.
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To attach one or more files, navigate to the 'Attachments' tab and click the 'Upload File(s)' button the button located on the Grid Toolbar above the 'Attachments' Grid. The User is prompted to select the file(s) from their computer to upload. Upon selection of a file(s), the upload begins automatically.
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Allows a User to download a file to their local machine. To download the file, select the file to download and click the 'Download File' the button. Use the download form that opens to specify a location on the local machine to download the file to and click OK. This can be useful to make modifications to a file which can then be re-uploaded.
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This opens the file, if possible, for viewing by the User. To open the file, select the file to view and click the 'Open File' button. The file opens in a new tab for viewing. No modifications to the original file can be made when opened in this manner.
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Allows the name of the file to be modified within PCR-360. To Edit the name select the file to be edited and click the 'Edit Selected' the button. This opens the 'Manage Attachment' form.
If a User modifies the name of the file, that is the new name that is used when downloading the file. To edit, simply modify the 'Filename:' field and click the 'Save' the button.
Delete Selected
The 'Delete Selected' button removes the file from PCR-360.
User Defined Fields
The 'User Defined Fields' tab is only available when there are User Defined Fields set up for Locations in the Admin section
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