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Telephone Control Officer Group

Topics Discussed

TCO Groups

Adding a New TCO Group

Modifying a TCO Group

Deleting A TCO Group

TCO Groups

A Telephone Control Officer (TCO) monitors the telephone activity for a certain Subscriber group. In this software section, you are creating a TCO Group. Each group contains the Subscribers that are your TCOs.

There are two Subscribers types when accessing a TCO group. First, there are the Selected Subscribers (Subscribers who are TCOs). You will need to add the person as a subscriber and then select them to be a TCO. The second type of subscriber is the Managed Subscriber managed by the TCO. Again, you will need to add each subscriber and select the appropriate person in the TCO field.

Adding a New TCO Group

1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Telephone Control Officer Group.

3.       There are two ways to add a Telephone Control Officer Group:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Telephone Control Officer Group.

·         Within the Actions pane, click Add Telephone Control Officer Group.

4.       The Telephone Control Officer window opens. There are 3 information panes:

·         Group Information

·         Selected Subscribers

·         All Subscribers

5.       Within the top pane, Group Information, complete the following information (required fields are indicated with an asterisk (*)):

·         Telephone Control Officer Group* – type the Telephone Control Officer Group name.

·         Job Title – type the job title.

·         Commanding Officer – click the field to access a drop-down list and from the list select the name of the Commanding Officer associated with the group.

·         Control Number Qty Requested – type the total number of control numbers required for Toll Tickets, if applicable

·         Limit By Organization – click the field to insert a checkmark limiting visibility to only those Organizations selected within the Organizations Ribbon group.

·         Limit Billing Detail By Organization – click the field to insert a checkmark limiting the billing detail to the only the organization associated to the TCO

·         Limit By Account - click the field to insert a checkmark limiting visibility to only those Accounts selected within the Direct Accounts ribbon group.

6.   Within the Actions ribbon group, click Save (save and stay) to continue working within this group or Save & Close (save and exit) to return to the Telephone Control Officer Group.

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Modifying a TCO Group

 

1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Telephone Control Officer Group.

3.       Before the list of TCO Groups populates, you must either:

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

·         Click the Show All button.

4.       The Telephone Control Officer window opens.

5.       Make any desired modifications to the Telephone Control Officer Group. For more information on fields associated with this group, please see Adding a Telephone Control Officer Group at the beginning of this section.

6.       Within the Actions ribbon group, click Save (save and stay) to continue working within this group or Save & Close (save and exit) to return to the Telephone Control Officer Group list.

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Deleting a TCO Group

1.       From the main menu, click Subscribers.

2.       Within the Navigation pane, click Telephone Control Officer Group.

3.       Before the list of TCO Groups populates, you must either:

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

·         Click the Show All button.

4.       There are three ways to delete a Telephone Control Officer Control Group:

·         Highlight the Telephone Control Officer Group name within the list and within the toolbar directly above the Navigation pane, click the red X.

·         Highlight the Telephone Control Officer Group name within the list and in the Actions pane click the Delete Telephone Control Officer Group link.

·         Within the Telephone Control Officer Group list, double-click the Telephone Control Officer Group name. The Telephone Control Officer window opens. Within the Actions ribbon group, click the Delete button.

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

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