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360 View Overview
The application's namesake tool allows Users to locate an item (be it a Contact, Location, piece of Equipment, Service, etc.) and view a comprehensive representation of how the item relates to the other items in the system. 360 View is much more than a typical search engine. It's a powerful tool that helps Users understand precisely how their data and resources interact within their organization.
For example, Users can search for a person and see their Contact information and status as well as any Services with which they are associated, any Equipment they own or are responsible for, a summary of their Billing information, their Service Desk history, and more. Search for a piece of Equipment and see a detailed description of the physical unit, associated charges, associated Contacts, associated Services, a relevant Service Desk history, and more.
The
button is available at the top of the page no matter where the User is in the application. After searching for a value Users can access 360 View by clicking on the
button at the top of the grid of search results.
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If a search matches, a tab appears with a label to indicate how many records of a given data type matched the search. A User can then click a tab to see a Grid with all matching records. Records that are searched are data type specific. The following is a list of what records match by data type:
Data Type | Columns Searched |
|---|---|
Contacts | Last Name, First Name, Primary Phone, Primary Email, and Customer Number |
Dept. Hierarchy | Name, and Code |
Equipment | Asset Tag, Serial Number, Equipment ID, Catalog Part Number, and Catalog Description |
Locations | Location Name, and Location Building ID (not the parent building) |
Cables | Cable Name, From Location Path and Equipment ID, and To Location Path and Equipment ID |
Phone Services | Formatted Service ID, and List of Formatted Soft Numbers, Owner, Reference |
Data Services | Formatted Service ID, Owner, Reference |
Backbone Services | Formatted Service ID, Owner, Reference |
Auth Code Services | Formatted Service ID, Owner, Reference |
Trunk Services | Formatted Service ID, Owner, Reference |
Other Services | Formatted Service ID, Owner, Reference |
Service Desk Quick Search
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To view a found record in the 360 View, select the tab and double-click the item in the 360 View grid or select it and click the button immediately above the grid. Each data type opens a '360 View' form with a number of tabs. What is displayed in the tabs is the relationships between various pieces of data in PCR-360. For example, from the 'Contact 360 View' form, a User can see the Profile of a Contact, Services, Equipment, related Billing, and Service Desk items that are associated with the Contact.
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When a 360 View form is opened a User can move between records by closing the record and opening a new one. However, an easier option might be the
button or the
button. Clicking either button steps the currently viewed record by one so the User doesn't need to individually close and open every record they wish to view. The following is an example of the 'Service 360 View' form:
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Change Order
If a User is viewing a Service Data type in the 360 View, it can be convenient to modify a Service from the search without having to locate it elsewhere in PCR-360. For this, the
button is provided which opens a 'Add New Service Order' form.
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The 'Change Order' button can be found on 360 Views for the following data types: 'Phone Services', 'Data Services', 'Backbone Services', 'Auth Code Services', 'Trunk Services', and 'Other Services'.
Remove Order
The
button opens an 'Add New Service Order' form. The only Action on this form is the Remove action. The 'Remove Order' button can be found on 360 Views for the following data types: 'Phone Services', 'Data Services', 'Backbone Services', 'Auth Code Services', 'Trunk Services', and 'Other Services'.
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A quick search of an item can sometimes be the quickest way to locate it for Incident reporting to the Service Desk. The
button opens a 'Add New Incident' form. The Incident button can be found on 360 Views for the following data types: 'Phone Services', 'Data Services', 'Backbone Services', 'Auth Code Services', 'Trunk Services', and 'Other Services'.
The
button is found on the Equipment Data type and has the same functionality as the 'Incident' button.
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A User can add a 'Remark' to almost all the individual 360 View items. The only exception to this is the 'Cables' items. To add a Remark first open the 360 View of the item. An
button is available in the lower right corner of the 360 View form. Click the 'Add Remark' button and add the text/remark to the dialog box that opened. Click thebutton and the remark is now attached to that record.
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