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Department Hierarchy Tabs


The tabs that appear in the Department Hierarchy form can be used to input as much Department Hierarchy information as the User desires.

If a tab is marked as having a Required field, open that tab enter information in the field.

Once all Required fields have been filled, click the 

Save New
button at the bottom of the Department Hierarchy form. The new Department Hierarchy appears on the Department Hierarchy Grid and elsewhere in the application when a User is prompted to define a Department Hierarchy.

Remarks tab

Remarks

Department Hierarchy Remarks Tab

Department Hierarchy Remarks Tab

Add Remark

Remarks are useful for making notes about a Return Order that might need to be recalled in the future. To add a Remark, follow these steps:

  1. Click the Add button.

  2. This will open the 'Add New Remark' form.

    Add New Remark

  3. Enter the Remarks desired into the field.

  4. Click the 'Save New'  Save New Button button.

The Remark will be added to the list along with a User ID and time stamp for tracking.

View/Edit Remarks

Double-click or select the 

Edit Selected
button to open the Remark.

  1. The form will open so the User can read all the content of a given Remark.

  2. Click the

    UNKNOWN ATTACHMENT

    button to commit any changes made to the Remark.

Delete Selected

Clicking the

Delete Selected
button will delete any existing Remark.

Note: Remember that depending on the system configuration Remarks may not be editable once added.

Use of HTML Tags

Some fields within PCR-360 allow Users to input HTML tags to make displaying that information a richer experience for those that are expected to consume it. For more information on HTML tag usage, please see the wiki entry for it.

GLA Permissions tab

GLA Permissions

Department Hierarchy GLA Permissions Tab example

Department Hierarchy GLA Permissions Tab example

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 as 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.

Add

To limit a Contact to a GLA(s) follow these steps:

  1. Click the Add button.

  2. This will open the 'Add New GLA Permission' form.

    Add New GLA Permission form

    Add New GLA Permission form

  3. Select the GLA or GLAs that are desired to associate from the grid. Filters and Search can be used to sort to the GLA(s) that are desired.

  4. Click the Save and Close button.

The GLA Permissions will be added to the Contact record. Any time Users attempt to assign a GLA through the CustomerCenter for this Contact record, the GLA(s) available will be limited to the ones in this list.

Permit None

If the Contact should never be allowed to be associated with a GLA simply click the

Permit None
button. Any previously associated GLA(s) will be removed and a message will appear in the grid that says 'No GLA entries may be used with this Contacts entry.' By default, when a new Contact is created the Permit None option is automatically added.

To remove the 'Permit None' restriction, simply select the message in the grid, and then click the 

Delete Selected
 button.

Emails tab

Emails

Department Hierarchy Emails Tab example

Department Hierarchy Emails Tab example

The 'Emails' tab will associate an email address to a Contact record. Multiple email addresses can be saved in PCR-360 with the option to set an Email Address as the primary for the Contact. To add an email association, use the following steps:

  1. Click the Add button.

  2. This will open the 'Add New Contact Email Address' form.

    Add New Contact Email Address form

    Add New Contact Email Address form

  3. Enter the Email Address and select if the Email is intended as a Primary contact or as an alternate email.

  4. If the Email Address should show in the Directory select the 'Directory' checkbox.

  5. Click the Save New button.

The Email Address for the Contact will be added to the grid.

Set as Primary

The 

Set as Primary
 button will allow a User to quickly change the status of the Primary Email Address without having to open a sub form. Simply click the Email Address to set, and click the button. The 'Type' on the selected record should change to Primary and unset on the original record.

Phone Numbers tab

Phone Numbers

Department Hierarchy Phone Numbers Tab example

Department Hierarchy Phone Numbers Tab example

The 'Phone Numbers' tab will allow the association of a Phone Number or numbers with a Contact record. These numbers can be set as primary or allowed to appear in the directory. To add the Phone Number association follow these steps:

  1. Click the Add button.

  2. This will open the 'Add New Contact Phone Number' form.

    Add New Contact Phone Number form

    Add New Contact Phone Number form

  3. Enter the 'Phone Number' and select the 'Type' of number that it is; work, home etc.

  4. If the Phone Number is the Primary number for the Contact, click the 'Primary' checkbox.

  5. If the Phone Number should show in the Directory select the 'Directory' checkbox.

  6. Click the Save New button.

The Phone Number will be added to the grid.

Addresses tab


Addresses

Department Hierarchy Addresses Tab example

Department Hierarchy Addresses Tab example

The 'Addresses' tab will associate an Address to the Contact record.

  1. Click the Add button.

  2. This will open the 'Add New Address' form.

    Add New Address form

    Add New Address form

  3. Enter the 'Street Address', 'City', 'State', and 'Zip'. Each of these fields are required.

  4. Select the 'Type' if one is desired.

  5. If the Address should show in the Directory select the 'Directory' checkbox.

  6. Click the Save New button.

The Address will now reflect in the grid on the Addresses tab.

Coordinators tab

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.

Coordinators tab

Coordinators tab

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 Add button.

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

    Add New Existing Coordinators form

    Add New Existing Coordinators form

  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 Save and Close 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.

Attachments tab

Attachments

Department Hierarchy Attachments Tab example

Department Hierarchy Attachments Tab example

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

Uploading a File

To attach one or more files, navigate to the 'Attachments' tab and click the

Upload File(s)
 button located on the Grid Toolbar above the 'Attachments' grid. The User will be prompted to select the file(s) from their hard drive to upload. Upon selection of a file(s), the upload will begin automatically.

Download File

Allows a User to download a file to their local machine. Useful to make modifications to a file, which can then be re-uploaded. To download a file click the 

Download File
 button. The download should begin and allow the User to define where they would like to save the file.

Open File

This will open the file, if possible, for viewing by the User. No modifications of the original file can be made when opened in this manner. To use this functionality select the file to view and click the 

Open File
 button. The file should open for viewing.

Edit Selected

Allows the name of the file to be modified within PCR-360. If a User modifies the name of the file, that is the new name that will be used when downloading the file.

1. Select the file to modify and click the 

Edit Selected
 button.

2. This will open the 'Manage Attachment' form.

Manage Attachment form

Manage Attachment form

From here the filename can be modified as desired.

Note: Care should be taken NOT to change the extension of the file name or unexpected behaviors or lose of the file are possible.

Delete Selected

This will remove the file from PCR-360. Select the file to remove and click the 

Delete Selected
 button. The File will have been removed from PCR-360.

User-Defined Fields tab

User-Defined Fields

Department Hierarchy User-Defined Fields Tab example

Department Hierarchy User-Defined Fields Tab example

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.

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