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Topics Discussed Below

Adding a Type of Service

Deleting a Type of Service

Adding a Type of Service

 A type of service is a way to categorize your equipment, services, and call charges for billing and payment distribution purposes.

 Adding a Type of Service

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Equipment.

3.    You will have two alternatives for Managing Type of Service:

·         Within the toolbar directly above the Navigation pane, click the Manage Type Of Service button.

·         Within the Action pane, click the Manage Type Of Service link.

! If you are unable to view the Actions pane, you may need to use the scroll bar to the right of the Navigation pane to reveal the menu choices. Or using your mouse, point at the Separation bar, and when the up/down arrow appears, right-click the line and hold it to pull the line down. 

4.    Using either of the choices, The Manage Type Of Service window opens. Click the top row, marked with an asterisk (*), to add a new record.

5.    The line highlights. Type the following information (required fields are marked with an asterisk (*)):

·         Type of Service Name* type the name of the type of service.

·         Type of Service ID* – type the 2 character type of service id.

·         Description – use this field to type a description of the type of service.

·         Mission Funded* – this field remains empty, indicating the type of service is not mission funded. Click the box to insert a checkmark to indicate the type of service is mission funded.

6.    To add another type, click the Save button and repeat steps 4 and 5, as necessary.

7.    Within the Actions ribbon group, click Save (to save and stay) to continue working with service types or Save & Close (to save and exit) to return to the Equipment list.

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Deleting a Type of Service

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Equipment.

3.    You will have two alternatives for Managing Type of Service:

·         Within the toolbar directly above the Navigation pane, click the Manage Type Of Service button.

·         Within the Action pane, click the Manage Type Of Service link.

4.    Using either of the choices, The Manage Type Of Service window opens. There are two ways to delete a type of service:

·         Right-click the record selector box and click Delete.

·         Highlight the name in the list and within the Actions ribbon group click the Delete button.

5.    Once you click Delete, a message box appears verifying that you really want to delete the type of service. Click Yes within the box to continue or No to cancel the operation.

6.    Once selected, cairs.net draws a line through the entire row allowing you to delete multiple types at once.

7.    If you do not want to delete the type, right-click the record to access a pop-up menu, and click Undelete.

8.    Once you select Undelete, a message box appears verifying that you really want to keep the type. Click Yes within the box to continue or No to cancel the operation.

9.    Within the Actions ribbon group, click Save (to save and stay) to continue working with service types or Save & Close (to save and exit) to return to the Equipment list.

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