Versions Compared

Key

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

...

Using the 'Add' functionality a User can associate a Service with a Charge. This association will allow the Service to be assigned to the Charge and any Children records.

  1. Click the addImage Modified button. 

  2. This will open the 'Add New Services Permissions' form.

    Add New Services Permissions form exampleImage Modified
  3. Select the Service(s) that are desired to associate with the Charge.

  4. Click the Save and CloseImage Modified button.

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

...

This will remove a Service from the Charge record.

  1. Select the Service Permission to remove from the Grid.

  2. Click the Delete SelectedImage Modified button.

  3. The Permission on the current Charge record will have been removed.
    Note: Removing the Permission on a Parent record will remove it on all Children records as well. If a Permission is desired on a Child record, it will have to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Service Permissions that are associated with a given Charge through Inheritance from the Parent record.

  1. Click the Inherited PermissionsImage Modified button. 

  2. This will open the 'View Inherited Permissions' dialog.

    View Inherited Permissions dialogue exampleImage Modified
  3. Click the OKImage Modified button when finished viewing.This button removes any Service Permissions from a given Charge. This will NOT remove any Inherited Permissions from the Parent record. To use, simply click the Permit NoneImage Modified

    button.  Any Service Permissions that were associated with the Charge will have that Permission deleted. The Grid will display:
     

    No Contacts Permissions exampleImage Modified

Permit None

Note: If 'Permit None' is set on a Parent record, the Children records will be similarly limited.

To remove the 'Permit None' Status, follow these steps:

  1. Select the line in the Grid that says:

    No Contacts Permissions exampleImage Modified
  2. Click the Delete SelectedImage Modified button.

  3. The Permit None restriction will have been removed and it will be possible to associate Service Permissions to the Charge again.