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The Cart

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To open the Cart, just click on the Shopping Cart button.

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To Select a Pending Request, the User must CheckImage Removed CheckImage Addedthe small box in the corner of the Request. After a Request is Selected,  it is just the click of a button to Submit Selected RequestsImage RemovedSubmit Selected RequestsImage Added orDelete Selected RequestsImage RemovedDelete Selected RequestsImage Added.

To Delete just a singular Rquest, the User just needs to click the DeleteImage Removed DeleteImage Added icon.

In Order to find Pending Requests more quickly, a User can utilize the search bar. The Pending Request search bar works slightly differently than other search bars within PCR-360 in that it will only match based on the Request's Title.

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The Cart will only load four (4)  Pending Requests initially.  If more exist a User can load more with the below button, which is located underneath the last loaded Request.

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When no more Requests are present to be loaded, the button will display a message for no more Requests in its place.

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Types of Pending Requests

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  • Ready to Submit - These Requests are completed, and are ready to be submitted
  • Incomplete - These Requests are missing Required pieces of information and require further action by the User. These Requests are usually marked with the Needs InformationImage RemovedNeeds InformationImage Added icon.

Request Management

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To add New Services and Equipment and Packages, see their respective articles for information for adding them to the Cart. 

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A Request can be uniquely named and updated to help a User differentiate multiple Requests being worked on (such as setting up Orders for multiple different Users). To edit the title, click the EditImage RemovedEditImage Added icon.

Urgency

Urgency allows the User to indicate how important a Request is. Examples of Urgency are Low, Medium, and High. Depending on Organizational needs, the system may be configured to behave differently depending on the Urgency.

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Each individual Service, Standalone Equipment or Package is hidden by default on the Request.  A User can view them by clicking the ExpandImage RemovedExpandImage Added button.  They can be hidden once more by clicking the CollapseImage RemovedCollapseImage Added button.

When expanded (Expand Icon exampleImage RemovedExpand Icon exampleImage Added) all associated change items will be displayed for that expanded category, and a User will be able to edit the item (Edit IconImage RemovedEdit IconImage Added), remove the item (Delete IconImage RemovedDelete IconImage Added) or expand (Expand IconImage RemovedExpand IconImage Added) /collapse (Collapse IconImage RemovedCollapse IconImage Added) a summary of the item's details.

When editing one item in the category, the User can click the SaveImage RemovedSaveImage Addedbutton and then navigate directly to others using the NextImage RemovedNextImage AddedandPreviousImage RemovedPreviousImage Addedbuttons.


Excerpt

The Cabling Picker will appear on all Service Add Actions, as well as, on Packages. The Cabling Picker is restricted by location on Service and Package Actions. The picker is also restricted by the Service's catalog location restrictions on service actions. The Cabling Picker is not a Required field and will only appear if CC_SHOW_CABLING_PICKER is true.


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Services

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There are a number of available items available for a Service Request or Equipment Installation.

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For Services being Changed or Moved, the Reference Field is available. This is a free text field for the User to enter information specific to the Action.

Standalone Equipment

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Standalone Equipment is any piece of Equipment that is not associated with any specific Service. Equipment that is associated with the Service will appear in the Service Changes section.

Related Packages

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Packages are bundles of related Services and Equipment that your Organization has defined as being needed together.  Packages expedite a User's ability to request multiple commonly needed items at once.

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