360 View: Location - Services Tab

Services

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

The   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 Unknown Attachment button.

2. This will expand the 360 Search bar.

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

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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.
   

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

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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    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  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.