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Customer
When a 'Contact' is set with a 'Type' of 'Customer' the 'Customer' tab will be made available and become required. There are two required fields in the 'Customer' tab, 'Customer Number' and the 'Billing Group'. The Customer Number will import from your Shibboleth or LDAP feed. Additional information related to the Customer can be added here.
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The 'Allow Coordinator Bill Email' flag allows Coordinators to opt out of the Coordinator emails sent using the Coordinator email processes like on the Bills grid.
Remarks
The 'Remarks' tab provides the User the ability to add comments and Remarks to the record. By default a Remark cannot be edited or deleted once it is added; to alter this behavior see the Configuration Option: REMARKS_EDITABLE .
Adding Remarks
After clicking the button , the data-entry form opens (see above example) which provides the User with a free-form field used for entering Remarks. Click the
button to add the Remark.
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The 'GLA Permissions' tab will allow a User to limit a Contact to be associated with specific GLAs for greater administrative control. Whatever GLA Permissions are set here are the GLA(s) that the Contact will have access to via the CustomerCenter .
When a Contact is assigned to a Department OR is a Coordinator for a Department the Contact inherits the Department's GLA Permissions.
Add
To limit a Contact to a GLA(s) follow these steps:
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The 'GLA Approval' tab is used to assign the range(s) of GLAs that a Contact has access to for approving Requests. For the tab to appear the Contact must first be set to the 'User' type. When a GLA set on the 'GLA Approval' tab is used in the Request initiated in the CustomerCenter, that Worker/Contact will be notified that there is a Request that is "Pending Approval". Putting the GLA on the 'GLA Approval' tab also automatically makes the GLA require approval.
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The 'Escalation Sequence' tab will set a list of people to be notified via ''Escalations and Notifications'' in the event a given Escalation is not completed in the time frame specified on the Escalation/Notification by member Workers of the Workgroup. The Contact with the lowest 'Sequence #' will be notified first, progressing sequentially to the Contact with the highest Sequence #.
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The Contact and Sequence # will be added to the grid. Set up the appropriate ''Escalations and Notifications''.
User Defined Fields
The User Defined Fields tab provides access to any extra fields that have been defined for the given grid. See Adding User Defined Fields for more information.
Contact
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After clicking on the button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application as well as an association record for the Vendor.
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This will add a Vendor to the Vendors grid. To add a Vendor follow these steps:
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To remove a Vendor association from a given Contact just select the Vendor to remove and click the button This will only remove the Vendor association and not any Vendors from the Vendors grid.
Worker Workgroup
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The 'Worker Workgroup' tab will be made available when a Contact is assigned a 'Type' of 'Worker'. Adding a Contact here will associate the Worker with the chosen Workgroup. The 'Hourly Rate' here is what the organization will charge for the Worker's labor, not necessarily what the Worker makes. The association will also show up in the 'Workers & Rates' tab. To add follow these steps:
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The 'Worker Schedule' will allow the User to define the 'Days' and 'Time Range' availability of a Worker. The schedule is used by PCR-360 to ''Auto-Schedule'' Workflow. To add a schedule follow these steps:
- Click the
button
- This will open the 'Add New Schedule' form.
- Select the 'Days' desired, and add the 'Time Range' of the Worker's availability. Use the regular availability for the Worker here, ignoring breaks in the time like vacation, holidays, breaks, or lunches. This gives PCR-360 a baseline for scheduling that can then be altered by the User in the Time Entry as needed.
- Select the time using the Time Range inputs according to rules in the tool-tip.
- Click the
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The 'Workers & Rates' tab will associate a Worker with a Workgroup and define their 'Hourly Rate' for billing purposes. The 'Hourly Rate' here is what the organization will charge for the Worker's labor, not necessarily what the Worker makes. The association will also show up in the ''Worker Workgroup'' tab.
- Click the
- This will open the 'Add New Worker Rates' form.
- Set the 'Worker' to assign to the Workgroup.
- Enter values for the 'Hourly Rates'. All three fields, 'Regular', 'Overtime', and 'Double Overtime' are required fields.
- Click the 'Save New' button. the
The Worker will now be associated with the defined Workgroup.
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