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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.
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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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This will remove the file from PCR-360. Select the file to remove and click the button The File will have been removed from PCR-360.
Coordinators
The 'Coordinators' tab appears in the Department Hierarchy menu. A User can add an existing Coordinator, or delete the Coordinator from the Department Hierarchy. To add a Coordinator, follow these steps.
- Click the 'Add' button.
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- The 'Add New Existing Coordinators' form will open.
- Select the Coordinator(s) that should be associated with the Department Hierarchy. The filters and search bar can help limit the results to find the Coordinator desired.
- Click the 'Save and Close' button.
The Coordinator(s) will be added to the tab.
Location Permissions
The 'Location Permissions' tab is on the Workgroups grid. The functionality of this tab allows an Admin to limit what Workgroup(s) can be assigned to a given Location.
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Using the 'Add' functionality a User can associate a Location Permission with a given Workgroup. This association will allow the Workgroup to be assigned tasks at a given Location.
- Click the 'Add' button.
- This will open the 'Add New Workgroup Locations' form.
- Select the Location(s) that are desired to associate with the given Workgroup.
- Click the 'Save and Close' button.
The Workgroup will now be associated with the given Location and be the only Location(s) that can be assigned to the given Workgroup elsewhere in PCR-360.
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- Select the Location Permission to remove from the grid.
- Click the 'Delete Selected' button.
- The Permission on the current given Workgroup record will have been removed.
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This button disallows any associated Location Permissions from a given Workgroup. To use, simply click the 'Permit None' button. the
button. Any Location(s) that were associated with the given Workgroup will have that Permission deleted. The grid will display:
To remove the 'Permit None' status follow these steps:
- Select the line in the grid that says:
- Click the 'Delete Selected' button.
- The Permit None restriction will have been removed and it will be possible to associate Location(s) with the given Workgroup again.
Escalation Sequence
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 #.
PCR recommends spacing Sequence # by tens (10, 20, 30) to make it easy to add Contacts to the Sequence in the future should that be desired. Any Contacts with an identical Sequence # would be notified at the same time. A good example would be to make the Workers of the Workgroup the first people notified of incomplete tasks by the Workgroup as a reminder. The next person(s) in the sequence might be a supervisor or manager. These rules would be set by the organizations desired business practices.
- Click the 'Add' button.
- The 'Add New Worker Escalation Sequence' form will open.
- Select a Contact from the 'Contact' picker, and set a 'Sequence #'.
- Click the 'Save New' button.
- Close the form.
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
The 'Contact' tab provides the User the ability to associate Contacts with a specific Vendor. The User can manually manage these associations by using the Add, Add Existing, and Delete Selected functionality available on the Contact tab.
Adding New Contacts
After clicking on the 'Add' button 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.
Adding Existing Contacts
After clicking the 'Add Existing' button the
button, a list of existing Contacts is presented. Searching through this list and selecting multiple entries will allow the User add all the required contacts. Select each of the Contacts that need to be associated with the Vendor and click the 'Save and Close' button.
Deleting an Association
Selecting the 'Delete Selected' button the
button from this grid does not delete the Contact entry it merely removes the association from the Vendor.
Vendor
The 'Vendor' tab is another way to add a Vendor to a Contact and visa versa. When a Vendor is added here, that Vendor becomes associated with the Contact so that the Contact will appear in that Vendors 'Contact' tab.
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This will add a Vendor to the Vendors grid. To add a Vendor follow these steps:
- Click the 'Add New Vendor' button.
- This will open the 'Add New Vendor' form
- Fill in the 'Name' of the Vendor along with the Address.
- When all desired information is entered, click the 'Save New' button.
The new Vendor will be added to the Vendor grid and will be able to have 'Vendor Details' entered.
Add Existing Vendor
- To use a Vendor that was previously set up, click
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- the
- his will open the 'Add Existing Vendor' form.
3. Select the Vendor(s) desired from the form and click
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the button. The Vendor will have been added.
Delete Selected
To remove a Vendor association from a given Contact just select the Vendor to remove and click the 'Delete Selected' button. 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:
- Click the 'Add' button.
- This will open the 'Add New Worker Rates' form.
- Set the 'Workgroup' assignment for the Worker.
- Enter values for the 'Hourly Rates'. All three fields, 'Regular', 'Overtime', and 'Double Overtime' are required fields.
- Click the 'Save New' button.
The Workgroup will now have the defined Worker associated to the Workgroup.
Worker Schedule
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 'Add' 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 'Save' button.
The Schedule should be added to the grid. Repeat as necessary for individual days if the Worker has an irregular schedule.
Workers and Rates
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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 'Add' button.
- 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 Worker will now be associated with the defined Workgroup.
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