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The Cart
To open the Cart, just click on the button.
...
To Select a Pending Request, the User must 
the small box in the corner of the Request. After a Request is Selected, it is just the click of a button to 
or
.
To Delete just a singular RquestRequest, the User just needs to click the 
the 
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.
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.
When no more Requests are present to be loaded, the button will display a message for no more Requests in its place.
Types of Pending Requests
- 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
icon.
Request Management
To add New Services and Equipment and Packages, see their respective articles for information for adding them to the Cart.
...
At the bottom right corner of the Request, a summary of the Charges will be displayed.
Title
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 
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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When Who Owns This is set to I Can't Find the picker becomes a free text field for the User to enter the Owner manually.
If the logged-in User is not a Coordinator the Owner field will be auto populated to that Users details.
If the logged-in User is a Coordinator the Owner field will be restricted to Departments that they coordinate if the Who Owns This dropdown is set to Department. If set to Contact, it is restricted to Contacts within the Departments that they coordinate.
Charge Account
The Charge Account is always aRequired field if the Service Catalog for the selected Service is "Billable". The GLA picker is restricted by the ownerrestrictions are determined by a number of factors. If the logged-in User is not a coordinator, the GLA permissions will be the User's GLA permissions. The owner is restricted by the logged in user. If the logged in user User is not a coordinator , the user becomes the contact owner. Otherwise, the user has access to both the contact and department pickers. the Owner field will be restricted and the intersection between the Owner and User's GLA Permissions will be used. If there are no User GLA Permissions, the inherited GLA permissions of the Departments that they Coordinate will be used.
For more information on how the Department Hierarchy or a Contact's association affects GLA permissions, please see the Department Hierarchy and People page.
...
Each individual Service, Standalone Equipment or Package is hidden by default on the Request. A User can view them by clicking the 
button. They can be hidden once more by clicking the 
button.
When expanded (
) all associated change items will be displayed for that expanded category, and a User will be able to edit the item (
), remove the item (
) or expand (
) /collapse (
) a summary of the item's details.
When editing one item in the category, the User can click the 
button and then navigate directly to others using the 
and
buttons.
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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. |
Services
There are a number of available items available for a Service Request or Equipment Installation.
For new Services being Requested, the most common Service Changes are Add/Install. Other items are more common when a User desires an update to an existing Service.
For Services and Equipment that require a Location, a User has two options:
...
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
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
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.
User-Defined Fields
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Association Criteria vs. Second Association Criteria
The Service Catalog is the criteria and it can be empty. The Service Desk Action Type is the Second Association criteria and it cannot be empty. The Second Association criteria will default to the "Add" action type.
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