(2024.2) 360 View: Departmental Hierarchy
- David Engblom
The 'Manage Departmental Hierarchy 360 View' form will provide the User with a 360 Degree view of a given Dept. Hierarchy. From this form, the User will be able to see the Dept. Hierarchy's 'Profile' as well as all the 'Contacts', 'Services', 'Equipment', 'Billing', and 'Service Desk' items associated with the Departmental Hierarchy.
Buttons
button - will allow the User to create a 'Remark' on the Dept. Hierarchy Record.
button - moves to the Previous Dept. Hierarchy record in the grid.
button - moves to the Next Dept. Hierarchy record in the grid.
Contacts
The 'Contacts' tab will list all the Contacts that are associated with the Dept. Hierarchy.
The button will open the 'Contacts 360 View' form for the selected Dept. Hierarchy.
Services
The 'Services' tab will show all the Services associated with the Dept. Hierarchy.
The button will open the 'Service 360 View' form for the selected Service.
The button will open the 'Add New Service Order' wizard form. This will create an 'Add' action for the Service on a new Service Order.
The button will open the 'Add New Service Order' wizard form. The Type of Action will depend on whether 'Charge' or 'Remove' is selected in the grid.
The button will open the 'Add New Incident' wizard form.
Equipment
The 'Equipment' tab will show all the Equipment associated with the Dept. Hierarchy.
The button will open the 'Manage Equipment 360 View' form for the selected Equipment.
The button will open the 'Add New Incident' wizard form to create an Incident for the given piece of Equipment.
Billing
The 'Billing' tab will show all the Bills associated with the Dept. Hierarchy.
The button will open the Bill from the given date range.
Service Desk
The 'Service Desk' tab will show all the Service Desk items that are associated with the Dept. Hierarchy.
The User can click the button to edit the Service Desk item. The Service Desk form will open and be editable per the normal Service Desk rules.