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(2022.1) 360 View: Location

Owned by Karis Hathaway (Deactivated)
Jan 08, 2024
2 min read

Mangage Location 360 View form example

The 'Manage Location 360 View' form will provide the User with a 360 Degree view of a given Location. From this form, the User will be able to see the Location's 'Details' as well as all the 'Contacts', 'Workgroups', 'Services', 'Equipment', and 'Service Desk' items associated with the Location.

Buttons

  • The Add Remark button will allow the User to create a 'Remark' on the Location Record.
  • The Previous button moves to the previous Location record in the grid.
  • The Next button moves to the next Location record in the grid.

Details

The 'Details' tab will show primary information like the 'Type', 'Warehouse', and any 'Remarks' associated with the Location.

Contacts

The 'Contacts' tab will list all the Contacts that are associated with the Location.

The 360 View button will open the 'Contacts 360 View' form for the selected Location.

Workgroups

The 'Workgroups' tab will show all of the Workgroups that are assigned to a given Location.

Services

The 'Services' tab will show all the Services associated with the Location.

The image-20240429-200352.png  button will open the 'Service 360 View' form for the selected Location.

360 Search to see all Services at a Location

Sometimes it can be difficult to find all the Service records that are installed or assigned to a given Location. PCR-360 makes it easy to find everything related to given Location with the 360 Search. In this example, the Services in Desmet Hall are unknown. To find them the User should follow these steps:

  1. In the upper right navigation select the 360 Search button.

  2. This will expand the 360 Search bar.

    360 Search Bar example

  3. Type in the text "Desmet Hall" (or the name of the Location that needs to be searched) and hit enter.

    Example of Search

  4. The search will begin and when it is finished will have returned a set of all the results where the string "Desmet Hall" was matched.

  5. For this example select the 'Location' tab, (if there are multiple tabs returned) and double click the Desmet Hall record.

    Example Search Result

  6. This will open the 'Manage Location 360 View' form. Select the 'Services' tab.

    Example Manage Location 360 View form

This tab will now display all the Services that are assigned to this Location. The Services will display here regardless of if they are Active or Inactive, and all Service Types will appear as well.

The  image-20240429-200449.png  button will open the 'Add New Service Order' wizard form. This will create an 'Add Location' action for the Location on a new Service Order.

The image-20240429-200533.png  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.

Theimage-20240429-200840.png  button will open the 'Add New Incident' wizard form.

Equipment

The 'Equipment' tab will show all the Equipment associated with the Location.

The 360 View button will open the 'Manage Equipment 360 View' form for the selected Location.

The Report Incident button will open the 'Add New Incident' wizard form to create an Incident for the given piece of Location.

Service Desk

The 'Service Desk' tab will show all the Service Desk items that are associated with the Location.

The User can click the Edit Selected button to edit the Service Desk item. The Service Desk form will open and be editable per the normal Service Desk rules.

(2022.1) 360 View: Location - Services Tab