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Data Components Ribbon Group

Adding a New Data Component

Searching for Existing Data Components

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 Trouble Ticket, 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.

Each Data Component button 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

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 Trouble Ticket can move to the next work center. All configured components display within the Configured Components pane in the lower right-hand corner of the work order screen.

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Adding a New Data Component

1.       Click Orders/Troubles.

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

3.       A list of the open troubles populates. If you have a large number of active tickets, 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 Trouble Ticket window opens. 

5.       Within the Data Components ribbon group, click an available button of the component to add to the ticket.

6.       The General – Component window opens. 

7.       Complete the required fields, then within the Actions ribbon group, click Save & Close to return to the order.

8.       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.

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

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

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Searching for Existing Data Components

Each Data Component button 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 Trouble Ticket. 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 Orders/Troubles.

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

3.       A list of the open troubles populates. If you have a large number of active tickets, 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 Trouble Ticket window opens. 

! Depending on the size of your window, each of the data component buttons may contain a drop-down arrow or segments. By clicking the arrow, a list displays. From the list, select Search. 

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 ticket, click No.

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

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 ticket to the next center, click the Complete Work Center button, within the Trouble Ticket Info pane.

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

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Dropping a Component

Often times you may need to remove a configured component from a Trouble Ticket without having to delete the entire trouble. From the drop-down menu for each data component there is a drop option. This option allows you to drop any configured component from the ticket. 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 Trouble Ticket you are simply removing the association to the ticket. 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 Orders/Troubles.

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

3.       A list of the open troubles populates. If you have a large number of active tickets, 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 Trouble Ticket window opens. 

! Depending on the size of your window, each of the data component buttons may contain a drop-down arrow or segments. By clicking the arrow, a list displays. From the list, select Search. 

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

6.       A window with the configured components for the ticket opens. Within the list, highlight the component to remove from the ticket.

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

8.       The component is removed and no longer displays in the lower right-hand pane of the ticket.

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

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

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