Service Catalog Tabs

This is a listing of all the tabs a User might encounter in the 'Services' Catalogs. To access the Services Catalog, navigate to Main > Catalog > Services. The tabs found in the Service Catalog are similar to those found in the Equipment and Locations Catalogs.

Catalog

The 'Catalog' tab is specific to the Equipment and Services sections of PCR-360 and allows the User to provide a catalog description and images for the CustomerCenter.

The 'Catalog Description' field populates the Description in the origination's CustomerCenter. There are a number of simple text editing functions provided to make descriptions appear with specific formatting.

To provide an image of the Service or Equipment in CustomerCenter, click the 'Upload Service Images' 

Note: before an image can be uploaded, the Catalog must first be saved. Trying to Upload an image before saving the Catalog will result in PCR-360 being unable to store that image anywhere, because the Catalog that will use it does not exist yet.

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.

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Expense Object Codes

The 'Expense Object Codes' tab is specific to the Services Catalog. This allows the User to assign an 'Expense Object Code' directly to the Service within the Catalog.

Add New Object Code

To assign an 'Expense Object Code', use the following steps:

1. From the Expense Object Code tab, click the 'Add' button. 

   

2. This opens the 'Add New Object Code form'.
   

   

3. Select an Expense Type. These are the Expense Types set up in the Admin section by navigating to Admin > System Tables > List Values.
   Notes: If the Expense type is 'Usage', then a 'Call Type' can be associated with the Object Code.
   
4. Select an Object Code from the picker. These are the Object Codes are set up in the Admin section by navigating to Admin > Billing > Object Codes.
   Notes: The Call Type field will only be visible on this form if the Service Type is Phone. The Call Type field will only be Editable if the Expense Type is set to Usage.
5. Click the 'Save New' button.

The 'Expense Object Code' is added to the Grid. A User can add as many as are necessary for the Service.

Import From Parent

Another way to add Expense Object Codes is to Import From Parent.

The 'Import From Parent' button 

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Default Charges

The 'Default Charges' appears on the Equipment and Services Catalogs. This tab allows the User to add any relevant Default Charges to the given Catalog item.

1. Click the 'Add' button. 

   

2. The 'Add New Default Charges' tab opens.
   

   

3. Select a Charge from the Charge Catalog picker.
4. Enter the Charge Override Amount if desired.
5. Enter the Quantity if desired.
6. Click the 'Save New' button. 

   

The form closes, and the Default Charge is applied to the current Catalog item. Repeat as necessary to add additional Default Charges.

If a Default Charge is made 'Inactive''

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Location Permissions

The 'Location Permissions' tab is specific to the Services and Equipment Catalogs. This tab allows an Admin to limit the Locations that can be assigned to a given Service.

Add

Using the 'Add' functionality, a User can associate a Location Permission with a given Service. This association allows the Location Permission to be assigned to the given Service and any Children records.

1. Click the 'Add' button. 

   

2. This opens the 'Add New Location Permissions' form.
   

   

3. Select the Location(s) that are desired to associate with the given Service.
4. Click the 'Save and Close' button.

   

The Locations are associated with the given Service and are the only Location(s) that can be assigned to the given Service elsewhere in PCR-360.

Delete Selected

This removes a Location from the given Service record.

1. Select the Location Permission to remove from the Grid.
2. Click the 'Delete Selected' button. 

   

3. The Location Permission on the current given Service record is removed.
   Note: Removing the Permissions on a Parent record removes it on all Children records as well. If a Permission is desired on a Child record, it needs to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Location Permissions that are associated with a given Service through Inheritance.

1. Click the 'Inherited Permissions' button. 

   

2. This opens the 'View Inherited Permissions' dialog.
   

   

3. Click the 'OK button 

   

   when finished viewing.

Permit None

This button removes any associated Location Permissions from a given Service. This does NOT remove any Inherited Permissions from the Parent record. To use, click the 'Permit None' button. 

Note: If 'Permit None' is set on a Parent record, the Children records are similarly limited.

To remove the 'Permit None' Status, follow these steps:

1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry." 

   

2. Click the 'Delete Selected' button. 

   

3. The Permit None restriction is removed, and it is possible to associate Location(s) with the given Service again.

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Service Host Permissions

The 'Service Host Permissions' tab is specific to the Locations and Services Catalogs. The functionality of this tab allows an Admin to limit the Service Hosts can be assigned to a given Location/Service.

Add

Using the 'Add' functionality, a User can associate a Service Host Permission with a given Location/Service. This association allows the Service Host to be assigned to the given Location/Service and any Children records.

1. Click the 'Add' button.

   

2. This opens the 'Add New Service Host Permissions' form.
   

   

3. Select the Service Host(s) that are desired to associate with the given Location/Service.
4. Click the 'Save and Close' button. 

   

The Service Host(s) is now be associated with the given Location/Service and is the only Service Host(s) that can be assigned to the given Location/Service elsewhere in PCR-360.

Delete Selected

This removes a Service Host from the given Location/Service record.

1. Select the Service Host Permission to remove from the Grid.
2. Click the 'Delete Selected' button. 

   

3. The Permission on the current given Location/Service record is removed.
   Note: Removing the Permission on a Parent record removes it on all Children records as well. If a Permission is desired on a Child record, it needs to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Service Host Permissions that are associated with a given Location/Service through Inheritance.

1. Click the 'Inherited Permissions' button. 

   

2. This opens the 'View Inherited Permissions' dialog.
   

   

3. Click the 'OK button 

   

   when finished viewing.

Permit None

This button removes any associated Service Host Permissions from a given Location/Service. This does NOT remove any Inherited Permissions from the Parent record. To use, click the 'Permit None' button. 

Note: If 'Permit None' is set on a Parent record, the Children records are similarly limited.

To remove the 'Permit None' Status follow, these steps:

1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 

   

2. Click the 'Delete Selected' button. 

   

3. The Permit None restriction are removed, and it is possible to associate Service Host Permissions with the given Location/Service again.

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Equipment Permissions

The 'Equipment Permissions' tab is part of the Services Catalogs. The functionality of this tab allows an Admin to limit the Equipment that can be assigned to a given Service.

Add

Using the 'Add' functionality, a User can associate an Equipment Permissions with a given Service. This association allows the Equipment to be assigned to the Service and any Children records.

1. Click the 'Add' button. 

   

2. This opens the 'Add New Equipment Permission' form.

3. 

4. Select the Equipment that is desired to associate with the given Service.
5. Click the 'Save and Close' button. 

   

The Equipment is associated with the given Service and is the only Equipment that can be assigned to the given Service elsewhere in PCR-360.

Delete Selected

This removes an Equipment from the Service record.

1. Select the Equipment Permissions to remove from the Grid.
2. Click the 'Delete Selected' button. 

   

3. The Permission on the current Service record is removed.
   Note: Removing the Permission on a Parent record removes it on all Children records as well. If a Permission is desired on a Child record, it needs to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Equipment Permissions that are associated with a given Service through Inheritance.

1. Click the 'Inherited Permissions' button. 

   

2. This opens the 'View Inherited Permissions' dialog.
   

   

3. Click the 'OK button 

   

   when finished viewing.

Permit None

This button removes any Equipment Permissions from a given Service. This does NOT remove any Inherited Permissions from the Parent record. To use, click the 'Permit None' button. 

Note: If 'Permit None' is set on a Parent record, the Children records are similarly limited.

To remove the 'Permit None' Status, follow these steps:

1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 

   

2. Click the 'Delete Selected' button.

   

3. The Permit None restriction is removed, and it is possible to associate Equipment Permissions with the Service again.

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Billing Group Permissions

When Billing Group Permissions are set, the Catalog item is limited to the listed Billing Group(s). This limitation ensures sensitive Catalog items are only associated with the Billing Group(s) without limiting any other Catalog items.

The 'Billing Group Permissions' tab is specific to the Equipment and Services Catalog. The functionality of this tab allows an Admin to limit what Billing Groups can be assigned to a given Service/Equipment.

Add

Using the 'Add' functionality, a User can associate a Billing Group Permission with a given Service/Equipment. This Permission allows the Billing Group to be assigned to the given Service/Equipment and any Children records.

1. Click the 'Add' button. 

   

2. This opens the 'Add New Billing Groups' form.
   

   

3. Select the Billing Group(s) that are desired to associate with the given Service/Equipment.
4. Click the 'Save and Close' button. 

   

The Billing Group(s) are now associated with the Service/Equipment and are the only Billing Group(s) that can be assigned to the Service/Equipment elsewhere in PCR-360.

Delete Selected

This removes a Billing Group from the given Service/Equipment record.

1. Select the Billing Group Permission to remove from the Grid.
2. Click the 'Delete Selected' button. 

   

3. The Permission on the current Service/Equipment record is removed.
   Note: Removing the Permission on a Parent record removes it on all Children records as well. If a Permission is desired on a Child record, it needs to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Billing Group Permissions which are associated with a given Service/Equipment through Inheritance.

1. Click the 'Inherited Permissions' button. 

   

2. This opens the 'View Inherited Permissions' dialog.
   

   

3. Click the 'OK' button 

   

   when finished viewing.

Permit None

This button removes any associated Billing Group Permissions from a given Service/Equipment. This does NOT remove any Inherited Permissions from the Parent record. To use, click the 'Permit None' button. 

Note: If 'Permit None' is set on a Parent record, the Children records are similarly limited.

To remove the 'Permit None' Status, follow these steps:

1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 

   

2. Click the 'Delete Selected' button. 

   

3. The Permit None restriction is removed, and it is possible to associate Billing Group Permissions with the Service/Equipment again.

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Attachments

The 'Attachments' tab is specific to the Equipment and Services Catalog. The Attachments tab allows Users to attach file(s) (.pdf, .jpg, .doc...) to the Service by uploading the file(s) into PCR-360.

Uploading a File

To attach one or more files, navigate to the 'Attachments' tab and click the Upload File(s)' button 

Download File

Allows a User to download a file to their local machine. To download the file, select the file to download and click the 'Download File' button. 

Open File

This opens the file, if possible, for viewing by the User. To open the file, select the file to view and click the 'Open File' button. 

Edit Selected

Allows the name of the file to be modified within PCR-360. To edit the file name, select the file to be edited and click the 'Edit Selected' button. 

If a User modifies the name of the file, that becomes the new name used when downloading the file. To edit, modify the name in the Filename field and click the 'Save' button. 

Delete Selected

The 'Delete Selected' button

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Incident Codes

The 'Incident Codes' tab appears on both the Services and Equipment Catalogs. From here, an Admin can associate Incident Codes that are made available to Users when reporting Incidents related to the Service or Equipment.

Add

To create a new Incident Code and place it in the Grid, use the following steps.

1. Click The 'Add' button. 

   

2. This opens the 'Add New Incident Code' form.
   

   

3. Select the 'Type' of the Incident Code - either 'Trouble' or 'Resolution'.
4. Enter a 'Code'.
5. If desired, enter the 'Impact' which defaulted to Medium.
6. Click the 'Save New' button 

   

The Incident is in the Incident Codes Grid.

Add Existing

The 'Add Existing' button 

All Incident Codes that the User(s) created are displayed on this form. These Incident Codes are meant to be more specific to the Service or Equipment that they are associated with and overrides the Generic Incident Code when reporting an Incident.

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User Defined Fields

The User Defined Fields tab provides access to any extra fields that are defined for the Services/Equipment. They can be defined to appear for all Services/Equipment or for specific Service/Equipment Catalogs. See Adding User Defined Fields for more information.

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