Update the cost centre of a service number
🔇 Video is visual only, no Audio
Video Summary: This video will demonstrate how to update a services cost centre via unified search on the home screen, the same process can be used to update a users cost centre.
Timeline Notes: The below will highlight notable times in the video with additional context.
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0.25 - Will show that there are numerous options to update a services cost centre from this page.
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0.34 - This modal will allow you to update the cost centre and also show you the impact of the change to this and any other linked records in the blue box.
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1.08 - If you are utilizing cost centre % splits, you will notice the '+ Cost Centre' button on this modal, to split the selected service, click this button to add more cost centres.
Update the user allocation of a service number
🔇 Video is visual only, no Audio
Video Summary: This video will demonstrate how to update a services user allocation via unified search on the home screen.
Timeline Notes: The below will highlight notable times in the video with additional context.
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0.17 - This page will allow you to change user, edit existing users details or un-assign user from the service.
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0.32 - This modal will allow you to search for any Existing user in your portal, if you want to allocate to a new user; click ''Create a new user'' link in the modal.
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0.38 - This modal will allow you to update the user and also show you the impact of the change to this and any other linked records in the blue box.
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0.57 - This ''Edit'' icon will allow you to edit any of the current user's details.
Update the details of a service number
🔇 Video is visual only, no Audio
Video Summary: This video will demonstrate how to update a services general details via unified search on the home screen, the same process can be used to update a users details.
Timeline Notes: The below will highlight notable times in the video with additional context.
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0.18 - Only the fields with a visible line are editable, all other fields are system updated or controlled.
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0.44 - This tickbox will control whether this service is included in the Potentially Redundant Service reports (on screen or in reports).