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This is a listing of all the tabs a User might encounter in the 'Location' Catalog. To access the Locations Catalog navigate to Main > Catalog > Locations.An example of the Add New Location formImage Removed

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Remarks

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The 'Remarks' tab allows the User to associate notes relevant to the Location and can serve as a method of noting any important information relating to the Location such as important events that occurred and their timing.

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Remarks for Charge Catalogs
Remarks for Charge Catalogs
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  1. To add a Remark, click the addImage Modified button. 

  2. Fill in the 'Remark' field with any information desired.

  3. Click the Save NewImage Modified button. 

Once a Remark has been created, a User can double click to view the full contents or click the Edit SelectedImage Modified button. If new information is desired to be saved, it is recommended that the User should create a new Remark with the 'Add' functionality rather then edit an old Remark to preserve a record of the old Remarks.

If a Remark is no longer pertinent and the User wishes to remove it, simply select the Remark and click the Delete Selected button. The Remark is permanently removed from PCR-360.

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Contacts

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The 'Contacts' tab provides the User the ability to manually associate Contacts with a Location. These Contacts represent people who may be associated with the Location. These Contacts are separate entries in the Workers/Contacts section of the application that can be associated with this Location for tracking purposes.

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After clicking the Add Existing button, a list of existing contacts is presented. Contacts can be associated with multiple Locations. This list displays all Active Contacts in the system. Searching through this list and selecting multiple entries allows the User to add all the required Contacts. Check each of the Contacts that need to be associated with the Location and click the SaveImage Modified button.

Edit Selected

Sometimes it can be necessary to alter the existing information on a Location. In order to do this, PCR-360 has the Image Modified button. Clicking this opens the record in a 'Manage Contact' form that the User can modify and save.

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Selecting the Delete Selected button from this Grid does not delete the contact entry it merely removes the association.

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Servicing Equipment

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This grid has all the Servicing Equipment (routers, switches, jacks, etc.) associated with a Location.

  1. To 'Add' Servicing Equipment, click the AddImage Modified button.

  2. This opens the 'Add New Location' form.

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  1. An example of the Add New Location formImage Added
  2. 'Servicing Equipment' is a required field. Select the 'Servicing Equipment' from the picker.

  3. If a 'Service Catalog' is desired, select it from the 'Service Catalog' picker.

  4. Click the Save NewImage Modified button.

The 'Servicing Equipment' is added to the Grid. Continue adding until all the Servicing Equipment has been Added.

Users can modify the Servicing Equipment with the Edit SelectedImage Modified button and Delete Selected button as necessary.

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Permitted Workers

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The 'Permitted Workers' tab is specific to the Locations Catalog. The functionality of this tab allows an Admin to limit the Workers that can be assigned to a Location.

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Using the 'Add Existing' functionality, a User can associate a Worker with a Location. This association allows the Worker to be assigned to the Location and any Children records.

  1. Click the Add ExistingImage Modified button.

  2. This opens the 'Add New Existing Contacts' form.

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  1. The Add New Existing Contacts formImage Added
  2. Select the Worker(s) to associate with the Location.

  3. Click the Save and CloseImage Modified button.

The Worker(s) associated with the Location are the only Workers that can be assigned to the Location elsewhere in PCR-360.

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This removes an individual Worker association from the Location record.

  1. Select the Worker association to remove from the Grid.

  2. Click the Delete SelectedImage Modified button.

  3. The association on the current Location record is removed.
    Note: Removing the association on a Parent record removes it on all Children records as well. If an association is desired on a Child record, it needs 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 Workers who are associated with a Location through Inheritance.

  1. Click the

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  1. Inherited PermissionsImage Added button.

  2. This opens the 'View Inherited Permissions' dialog.

    An example of the View Inherited Permissions dialogImage Modified
  3. Click the OkImage Modified button when finished viewing.

Permit None

This button removes any associated Workers from a Location. This does NOT remove any Inherited Permissions from the Parent record. To use, simply click the Permit NoneImage Modified button.  Any Workers that were associated with the Location have that association deleted. The Grid displays: "No Contacts entries may be used with this Locations entry."An example of the Grid entry for Permit NoneImage Removed

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

  1. Select the line in the Grid that says:

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  1. Permit No Contacts exampleImage Added

  2. Click the Delete SelectedImage Modified button.

  3. The 'Permit None' restriction is removed, and it is possible to associate Workers with the Location again.

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Building Address

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The 'Building Address' tab is only available if the Location's 'Type' is a Building.

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For use of Multiple Addresses to represent a single Location, please see our wiki article.

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Service Host Permissions

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The 'Service Host Permissions' tab is on the Locations Catalog. The functionality of this tab allows an Admin to limit the Service Hosts that can be assigned to a given Location.

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Using the 'Add' functionality a User can associate a Service Host Permission with a given Location. This association allows the Service Host to be assigned to the given Location and any Children records.

  1. Click the 

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  1. AddImage Added button. 

  2. This opens the 'Add New Service Host Permissions' form.

    Add New Service Host PermissionsImage Modified
  3. Select the Service Host(s) that are desired to associate with the given Location.

  4. Click the

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  1. Save and CloseImage Added button. 

The Service Host(s) is associated with the given Location and is the only Service Host(s) that can be assigned to the given Location elsewhere in PCR-360.

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This removes a Service Host from the given Location record.

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

  2. Click the

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  1. Delete SelectedImage Added button. 

  2. The Permission on the current given Location record is removed.
    Note: Removing the Permission on a Parent record removes it on all Children records as well. If a Permission is desired on a Child record, it needs 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 Host Permissions that are associated with a given Location through Inheritance.

  1. Click the Inherited PermissionsImage Modified button. 

  2. This opens the 'View Inherited Permissions' dialog.

    An exmaple of the View Inherited Permissions dialogImage Modified
  3. Click the OkImage Modified button  when finished viewing.

Permit None

This button removes any associated Service Host Permissions from a given Location. This does NOT remove any Inherited Permissions from the Parent record. To use, simply click the Permit NoneImage Modified button.  Any Service Host Permissions that were associated with the given Location have that Permission deleted. The Grid displays:  No Contacts entries may be used with this Locations entry.Image Removed

No Permissions example for Service HostsImage Added

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

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

  1. Select the line in the Grid that says:

    No Contacts entries may be used with this Locations entry.Image Modified
  2. Click the Delete SelectedImage Modified button. 

  3. The Permit None restriction is removed, and it is possible to associate Service Host Permissions with the given Location again.

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Locations

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The 'Locations' tab serves as an alternative method for displaying all the Children Location of the currently selected Parent record. It provides a list of all Child locations within this Location. Typically, Child records are displayed in the Tree on the left-hand side of the Locations Catalog.

The 'Locations' tab expands the information available about each of the Child records. The User can edit or delete the Child records from here or the Grid. Editing a Child record opens the 'Manage Location' for that record.

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Attachments

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The 'Attachments' tab allows Users to attach file(s) (including .pdf, .jpg, .doc, and more) of interest or relevance to the Location by uploading the file(s) into PCR-360.

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To attach one or more files, navigate to the 'Attachments' tab and click the Upload FileImage Modified button  button located on the Grid Toolbar above the 'Attachments' Grid. The User is prompted to select the file(s) from their computer to upload. Upon selection of a file(s), the upload begins automatically.

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Allows a User to download a file to their local machine. To download the file, select the file to download and click the Download FileImage Modified button.  Use the download form that opens to specify a location on the local machine to download the file to and click OK. This can be useful to make modifications to a file which can then be re-uploaded.

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This opens the file, if possible, for viewing by the User. To open the file, select the file to view and click the Open FileImage Modified button.  The file opens in a new tab for viewing. No modifications to the original file can be made when opened in this manner.

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Allows the name of the file to be modified within PCR-360. To Edit the name select the file to be edited and click the Edit SelectedImage Modified button.  This opens the 'Manage Attachment' form.

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If a User modifies the name of the file, that is the new name that is used when downloading the file. To edit, simply modify the 'Filename:' field and click the SaveImage Modified button. 

Delete Selected

The Delete SelectedImage Modified button  removes the file from PCR-360.

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Usage

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The Usage tab allows the User to locate any associated Services, Equipment, Service Desk Items, Charges, Service Catalog Location Restrictions, Equipment Catalog Location Restrictions, Cable Paths, Cable Path LegsPurchase Orders or Return Orders. When the User clicks the Find UsagesImage Modified button, the system will begin looking up any associated records. 

Note: Some records will have data under the Table column, that are not entirely straight forward. Charges, Incidents, and Multi-Location Services will have a Table of SERVICES_LOCATIONS.

Note:Refreshing the grid, while the system is looking up associated records, will cause the grid to populate with any records that have already been found, but does not indicate if the search is complete.

  • These records will prevent a Location from being Demolished:

    • Services

    • Equipment

    • Service Desk Items

    • Charges

    • Purchase Orders

    • Return Orders

  • These records will NOT prevent a Location from being Demolished:

    • Service Catalog Location Restrictions

    • Equipment Catalog Location Restrictions

    • Cable Paths

    • Cable Path Legs

To view the source of each association, select the record, and click the Open SourceImage Modified button, to open the record.

To Demolish a Location:

  1. Click the 

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  1. Image Added button.

  2. Confirm the number of records to be Demolished, and the reason for Demolishing them in the dialogue.

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  1. Image Added
  2. Click the 

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  1. Image Added button to begin the Demolition process.

  2. The Demolition process will run in the background, and will send the User a confirmation message on completion.

Note: If the Demolish fails a Usage process will be started in the background and can be viewed on the Usage tab.

The Demolition process deletes the Location and all sub-Locations, as well as all Cable in that Location. When the Demolition Process completes, all Restrictions for the Location are removed from all Service and Equipment records and all Associated Cable Path Legs are removed. If no Path Legs are left, then the Cable Path will also be removed.

Note: When Location Restrictions are removed, if this was the only Location that permitted for the associated Services and Equipment, the Location Restrictions on those Items will become "Permit All", meaning those items can be used everywhere.

User Defined Fields

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The 'User Defined Fields' tab is only available when there are User Defined Fields set up for Locations in the Admin section

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