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Topics Discussed Below

Adding a Service Item

Deleting a Service Item

Viewing Service Item History

Service Items

Once you have added in the Service, you can add specific services providing several options when using this service. For example, 1 man-hour, 5 man-hours, etc.

You can assign each service item a serial number. However, if you choose not to track the serial numbers, leave all the fields blank within the Items list. Cairs.net will then insert (none) into the serial number field when you select a service item.

Adding Service Items

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Services.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All button.

4.    Within the list, double-click the service item you want to assign. The Services window opens.

5.    Within the Show ribbon group, click the Items button.

6.    The window changes to the Items view. Click the top line marked with an asterisk (*), to add new items. Complete the following information for the piece of service (required fields are marked with an asterisk (*)):

·         Warehouse Name – click the drop-down arrow to access a list and select the warehouse name. 

·         Vendor Name – click the drop-down arrow to access a list and select the vendor name

·         Serial Number – type the serial number, if applicable. If no serial numbers are present, cairs.net automatically fills in “None.”

·         Purchase Order Number – type the purchase order for the service item

·         Site – click the drop-down arrow to access a list and select the site. The site drop-down list displays the bottom-most site first. After the ~~ is the complete path to the site. In the example below, we selected the Henderson site, which is a child to Las Vegas. Each site level is separated by a >.

·         Item Status* – click the field to access a drop-down list and select whether the item is Existing (in stock) or Unavailable (out-of-stock).

·         Total Quantity Available – type the total quantity available for this serial number, the field defaults to 1

·         Total Quantity Used – once an equipment item is used, this field displays the total number or items used or assigned within your database.

·         Assigned – this field auto displays with the assignment for the piece of service. If the service is unassigned the field displays a “No"

·         Rack, Shelf, and Bin – type the rack, shelf and bin name or number to provide the location of the service item within the warehouse.

·         Item Information 1 – 4 – use these fields to type any additional information regarding the service item. 

7.     To add another piece of service, click the Save & New button within the Actions ribbon group and repeat step #5.

8.    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 Service list.

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Deleting a Service Item

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Services.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All button.

4.    A list of Services populates. Within the list, double-click the Service.

5.    The Services window opens. Within the Show ribbon group, click the Items button.

6.    The screen changes and displays all the associated pieces of Service. Within the list, right-click the service item to delete and click Delete.

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

8.    Once selected, cairs.net draws a line through the item, allowing you to delete multiple items at once.

9.    If you do not want to delete the service item, right-click the record to access a pop-up menu. Click Undelete.

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

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

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Viewing Service Item History

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Services.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

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

·         Click the Show All button.

4.    A list of Services populates. Within the list, double-click the Service.

5.    Within the Show ribbon group, click the History button. The following read only information displays for each action performed on the set:

·         Action Name* – describes the completed action. For example, Add New Billable Cost or Update Billable Cost.

·         Custom Field Name – displays the field name of the modified information

·         Old Value – displays the old information

·         New Value – displays the new information

·         User Name -  displays the username of the person who completed the changes

·         Last Name/ First Name – displays the first and last name of the user who completed the action.

·         Activity Date* – displays the date the action was completed.

·         Source* – lists the computer’s IP address.

·         Work Order Number – displays the work order number for the order completed to make the changes, if applicable.

6.    Alternatively, you can click on the lower portion of the History button to access a menu, from the menu select Old History. The screen changes to display a list of all action taken on the service, to view more detail double click on the record. A window opens with a more detailed description of the action.  Within the Actions ribbon group, click Close 

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