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- When Contact assigned to Department Contact will inherit all of the Departments current GLA Permissions.
- When Department adds a new GLA Permission(s), assigned Contact will inherit that/those new GLA Permissions.
- When Department deletes a GLA Permission(s) assigned GLA will gain/lose those GLA Permissions.
- When Contact is unassigned from a Department the Contact loses the GLA Permissions from that Department.
- When the Contact is assigned to a Department (B) that is the Child of another Department (A), the Contact will inherit
the GLA Permissions of both of the Departments. - When Department A gets a new GLA Permission(s), the assigned Contact will inherit those GLA Permissions.
- When Department A deletes a GLA Permission(s), the assigned Contact will lose those GLA Permissions.
- When a Contact is unassigned from Department B, it will lose the GLA Permissions from both Department A and B.
GLA Approval
The 'GLA Approval' tab is used to assign the range(s) of GLAs that a Contact has access to for approving Requests. For the tab to appear the Contact must first be set to the 'User' type. When a GLA set on the 'GLA Approval' tab is used in the Request initiated in the CustomerCenter, that Worker/Contact will be notified that there is a Request that is "Pending Approval". Putting the GLA on the 'GLA Approval' tab also automatically makes the GLA require approval.
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It is possible to set a range by specifying both a Minimum and Maximum Amount in their respective fields. Any Requests that fall within the range will be made available to the Contact for Approval. If no Minimum or Maximum amount is set the Worker/Contact will always be required to Approve for the specified GLA.
- Click the 'Add' the
button.
- This will open the 'Add New GLA Component Approval' form.
- Select the GLA or GLAs that are desired to associate from the grid. Filters and Search can be used to sort to the GLA(s) that are desired.
- Set the Minimum and/or Maximum Amounts.
- Click the 'Save' the
- Close the form.
The GLA Approval record will be created and should be added to the grid.
Attachments
The Attachments tab allows Users to attach files (including .pdf, .jpg, .doc, and more) of interest or relevance to the service by upload.
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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 will be prompted to select the file(s) from their hard drive to upload. Upon selection of a file(s), the upload will begin automatically.
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Allows a User to download a file to their local machine. Useful to make modifications to a file, which can then be re-uploaded. To download a file click the 'Download File' button. The the
buttonThe download should begin and allow the User to define where they would like to save the file.
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This will open the file, if possible, for viewing by the User. No modifications of the original file can be made when opened in this manner. To use this functionality select the file to view and click the 'Open File' button. the
button The file should open for viewing.
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Allows the name of the file to be modified within PCR-360. If a User modifies the name of the file, that is the new name that will be used when downloading the file. Select
1. Select the file to modify and click the 'Edit Selected' button. the
button.
2. This will open the 'Manage Attachment' form.
From here the filename can be modified as desired.
Note: Care should be taken NOT to change the extension of the file name or unexpected behaviors or lose of the file are possible.
Delete Selected
This will remove the file from PCR-360. Select the file to remove and click the 'Delete Selected' button. the
button The File will have been removed from PCR-360.
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