Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This will remove the file from PCR-360. Select the file to remove and click the Delete Selected button button The File will have been removed from PCR-360.

Coordinators

Coordinators tabImage Modified

The 'Coordinators' tab appears in the Department Hierarchy menu. A User can add an existing Coordinator, or delete the Coordinator from the Department Hierarchy. To add a Coordinator, follow these steps.

  1. Click the 'Add' button. Image Removedthe Add buttonImage Added button.
  2. The 'Add New Existing Coordinators' form will open.
    Add New Existing Coordinators formImage Modified
  3. Select the Coordinator(s) that should be associated with the Department Hierarchy. The filters and search bar can help limit the results to find the Coordinator desired.
  4. Click the 'Save and Close' button. Image Removedthe Save and Close buttonImage Added button.

The Coordinator(s) will be added to the tab.

Location Permissions

Locations Permissions tabImage Modified

The 'Location Permissions' tab is on the Workgroups grid. The functionality of this tab allows an Admin to limit what Workgroup(s) can be assigned to a given Location.

...

Using the 'Add' functionality a User can associate a Location Permission with a given Workgroup. This association will allow the Workgroup to be assigned tasks at a given Location.

  1. Click the 'Add' button. Image Removedthe Add buttonImage Added button.
  2. This will open the 'Add New Workgroup Locations' form.
    Add New Workgroup Locations formImage Modified
  3. Select the Location(s) that are desired to associate with the given Workgroup.
  4. Click the 'Save and Close' button. Image Removedthe Save and Close buttonImage Added button.

The Workgroup will now be associated with the given Location and be the only Location(s) that can be assigned to the given Workgroup elsewhere in PCR-360.

...

  1. Select the Location Permission to remove from the grid.
  2. Click the 'Delete Selected' button. Image Removedthe Delete Selected buttonImage Added button.
  3. The Permission on the current given Workgroup record will have been removed.

...

This button disallows any associated Location Permissions from a given Workgroup. To use, simply click the 'Permit None' button. Image Removed the Permit None buttonImage Added button. Any Location(s) that were associated with the given Workgroup will have that Permission deleted. The grid will display: No Contacts entries may be used with this Locations entry messageImage Modified

To remove the 'Permit None' status follow these steps:

  1. Select the line in the grid that says:No Contacts entries may be used with this Locations entry messageImage Modified
  2. Click the 'Delete Selected' button. Image Removedthe Delete Selected buttonImage Added button.
  3. The Permit None restriction will have been removed and it will be possible to associate Location(s) with the given Workgroup again.

...