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(2024.2) Department Hierarchy - Coordinators Tab

Owned by David Engblom
Nov 22, 2024
2 min read

Coordinators

Coordinators or Billing Coordinators is a special classification for a User within PCR-360 who has the responsibility to review Bills for their Department to ensure accuracy before that Bill is Finalized. These Users can be directly sent a message containing the Bill after it is generated.

image-20240614-161417.png

 

When a Contact is a Coordinator for a Department the Contact inherits the Department's GLA Permissions.

The Contact GLA Permissions are the ones used, even for Coordinators. If no Contact Permissions are present, then the Coordinator's Departments' GLA Permissions will be used.

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.

  1. Click the image-20240614-161437.png  button.

  2. The 'Add New Existing Coordinators' form will open.

    image-20240614-161504.png

     

  3. 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.

  4. Click the image-20240614-161527.png  button.

The Coordinator(s) will be added to the tab.

For more details in how to setup a Coordinator, see the How do I set up a Coordinator page.