Version 7.5 and higher On the order overview, an applied protocol can be deleted from a client, as long as none of its order-moments is planned yet. Deleting a protocol can be useful when a protocol was accidentally applied to a client and this mistake needs to be corrected. Required Setting 27: ‘Protocol functionality’ is […]
Version 7.5 and higher A protocol cannot be deleted when one or more of its underlying order-moments are already planned. The protocol will need to be ended instead. This is done by entering an (early) end date. Required User right 6.5: ‘Orders: editing’ and at least 1 team in your scope to which the client […]
Version 7.5 and higher A protocol is a standardized set of orders. From the order overview a protocol can be applied to the selected client. When a protocol is applied, the information of the protocol is extended with client-specific requirements regarding delivery. The predefined set of orders then turns into specific orders for the client. […]
Version 7.5 and higher An existing order can be copied from the order overview. It does not matter whether the original order is imported or locally created. Also orders that were created by applying a protocol can be copied. Required Setting 30: ‘Create orders from within Serviceware Resources’ is set to ‘Allowed’. User right 6.5.1: […]
Version 7.5 and higher A locally created order can be deleted from the order overview, as long as none of its moments is planned yet. Deleting can be necessary if, for example, a mistake needs to be corrected. It is possible to delete multiple orders at once. It is also possible to delete one or […]
Version 7.5 and higher An order which has one or more of its moments already planned, cannot be deleted but always must be ended instead. This can be done by entering an (early) end date. It is also possible to end multiple orders at once. An imported order can only be ended if this was […]
Version 7.5 and higher An existing order can be edited from the order overview. When editing orders it is important whether it concerns an imported order or a local order that was created in Serviceware Resources. Typically, imported orders cannot be edited, unless an exception was explicitly made and the properties that are allowed to […]
Version 7.5 and higher A new order can be created (added) from the order overview page. An order always concerns only 1 service and it describes both general and client-specific requirements regarding the delivery of that service. Required Setting 30: ‘Create orders from within Serviceware Resources’ is set to ‘Allowed’. User right 6.5.1: ‘Orders: adding, […]
Version 7.5 and higher The page ‘Orders’ shows all of the orders that were created or imported for a specific client. The orders are displayed in the table on the left side, the resulting moments are visible on the time-axis on the right (the ‘grid’). Orders that originated from applying a protocol are shown grouped […]
Version 7.5 and higher An order is meant for defining details about the delivery of a service (previously: product). For example: when and how often should the service be delivered, what are the required employee competences, which tasks should be carried out, what is the location of delivery and is there a preferred employee? The […]