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Data Components Ribbon Group

Adding a New Data Component

Searching for Existing Data Components

Dropping a Component - VIDEO

Dropping a Component

Data Components Ribbon Group

When you enter a work center, there will be one or more data components (as assigned by your cairs.net administrator) ready for completion. Each of the data components allows you to manipulate a particular item within your database. The available components differ depending on the type of work order, work center needs, and user privileges. The following data components are available:

·         Subscriber – allows you to add, delete, and modify a database subscriber.

·         Authorization Code – allows you to add, delete, and modify authorization codes.

·         Circuit – allows you to add, delete, and modify a main circuit and circuit segments.

·         Account – allows you to associate accounting/billing information to a set device, circuit, or subscriber.

·         General Task – allows you to manage work order and/or trouble tickets tasks.

·         Cell Phone – allows you to add, delete, and modify cell phones.

·         Set Device – allows you to add, delete, and modify an analog, digital, and IP set into the database.

·         Set Device (EWSD) – allows those with an EWSD Switch to add, delete, and modify sets.

When you click the components button, cairs.net opens the general screen for that component. Once the component is open, complete the necessary fields, required fields must be completed before the work order can move to the next work center. All configured components displays within the Configured Components pane in the lower right hand corner of the work order screen.

Each of the Data Component buttons is segmented (depending on your screen size the button may not be segmented but may only contain a drop-down arrow); when you click the lower portion of the button a drop-down list displays. For each component there is a search option, this allows you to search for an existing component to associate to the work order. The Set Device button has two search options:

·         Search for Existing Primary Devices – displays a list of the primary button information for all set devices

·         Search Existing Devices – displays a list of all telephone numbers associated to a set device and their button number

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Adding a New Data Component

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click Orders and then All Active Orders.

3.       A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the order number. 

5.       A work order window opens.

6.       Within the Data Components ribbon group, click an available button of the component to add to the work order.

7.       The General – Component window opens. 

8.       Complete the required fields, and click the Save & Close button within the Actions ribbon group, to return to the order.

9.       Within the lower right hand corner, the configured components populate with tabs. Each different component displays as a new tab. If you add more than one component of the same type, each component displays as a separate column within the tab.

10.   If you are completing the work center (if all the required fields for the component are complete) and you are ready to send the work order to the next center, click the Complete Work Center button, within the Work Order Info pane.

11.   If you are still working within the work center, click the Save (save and stay) button or the Save & Close (save and exit) button within the Actions ribbon group.

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Searching for Existing Data Components

Each of the Data Component buttons is segmented (depending on your screen size the button may not be segmented but may only contain a drop-down arrow) when you click the lower portion of the button a drop-down list displays. For each component there is a search option, this allows you to search for an existing component to associate to the work order. The Set Device button has two search options:

·         Search for Existing Primary Devices – displays a list of the primary button information for all set devices

·         Search Existing Devices – displays a list of all telephone numbers associated to a set device and their button number

Complete the following to search for an existing component:

1.       Click the Orders/Troubles menu

2.       Within the Navigation pane, click Orders and then All Active Orders.

3.       A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   Once the list opens, double-click the order number. A work order window opens.

5.   Within the Data Components ribbon group, click the arrow to access a drop-down menu. From the menu, select the Search option.

6.   The Component Search pop-up opens. There are two ways to populate the information within the list:

·         Within the search box, type the name, number, or portion of the name or number and then click the magnifying glass.

·         Click the Show All button.

7.   When you have located the component, double-click the row. A message box displays verifying that you have added the component to the order and asks if you want to add another. To add another component, click Yes within the box. To add only one component and return to the work order, click No

8.   After you click No and after adding one or more components, the search window closes and you are back at the work order.

9.   Within the lower right hand corner, the configured components populate with tabs. Each different component displays as a new tab. If you add more than one component of the same type, each component displays as a separate column within the tab.

10. If you are completing the work center (if all the required fields for the component are complete) and you are ready to send the work order to the next center, click the Complete Work Center button, within the Work Order Info pane.

11. If you are still working within the work center, click the Save (save and stay) button or the Save & Close (save and exit) button within the Actions ribbon group

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Dropping a Componet from and Order or Trouble

Dropping a Component

Often times you may need to remove a configured component from a work order without having to delete the entire order. From the dropdown menu for each data component there is a drop option.  This option allows you to drop any configured component from the work order.  Please keep in mind this only drops the information from the work order, so if you have saved the component, it remains within the database.   

 

! It is important to remember that when you drop a component from a work order you are simply removing the association to the order. Since you have previously saved the information for the component, it remains within the database. If you truly want to remove the component from your database, you will need to delete the component.

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click Orders and then All Active Orders.

3.       A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the order number. A work order window opens. 

 

! Depending on your screen size the button may not be segmented but may only contain a drop-down arrow by clicking the arrow, the same list displays

5.       Within the Data Components ribbon group, click the arrow of the component that you want to drop to access a drop-down menu.

6.       From the menu, select the Drop option.

7.       A window with the configured components for the work order opens. Within the list, highlight the component to remove from the work order.

8.       Within the upper right hand corner of the window, click Drop Selected Component. Be aware, there is no undo button; once you click the button, you completely remove the component from the work order.

9.       The component is removed and no longer displays in the lower right hand pane of the work order.

10.       If you are completing the work center (if all the required fields for the component are complete) and you are ready to send the work order to the next center, click the Complete Work Center button, within the Work Order Info pane.

11.       If you are still working within the work center, click the Save (save and stay) button or the Save & Close (save and exit) button within the Actions ribbon group. 

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