General

See also: Sites,  Information, Location, Hierarchy, Zones, Billing Information

Sites are the locations where technicians visit to work on a Case or Work Order.

General tab provides basic information about the Site.

Workflow of a Site in GoServicePro system:

1. Create New Site

2. Open a Site

3. Edit present Site to Inventory Location

   • In the General tab, check Inventory Location check box.

4. Create/ Edit existing site to Internal/ Customer or Vendor

   • In the General tab, click Type drop down and select Internal or Customer or Vendor.

5. Install/ Remove/ Exchange Site Assets

6. Open/ Add or Delete an Attachment

7. Create New Contact

   Steps:

   1. On the docked split container, click Contacts.

   2. On the ribbon bar, in the Contacts group, click New Contact.

   3. In the workspace, enter appropriate details in all the fields in General tab and Location tab.

      Site Name

      Name of the site

      Site Category

      Category Code details of the site, that appears by default

      Site Type/Org Level

      Type of the site (customer, vendor or internal) and the hierarchy level of the organization that serves for the site

      Business Hours

      Business Hours at the site

      Address 1

      Flat/Plot No, Name of the building

      Address 2

      Road No, Street No, Name of the street

      City/State

      Name of the City and State

      Country/Postal Code

      Name of the country and the Postal Code

      Lat./Long/County

      Exact geocode details of the site

      Time Zone/Primary Use

      A geographic region within which the same standard time is used.

      Support Information

      Support Information refers to the details of the organization in the hierarchy level that supports the services for the site.

      Support Office

      Name of the support office that provides services for the present site

      Parent Site

      Parent Site for the present site

      Organization

      Name of the supporting organization

      Role at Site

      Role of the contact at the site

      

      Other Sites

      List of other sites to which the present contact is associated to

      

      ID

      Title

      First Name

      Last Name

      Job Title

      Importance

      Working Hours

      Category

      Status

      Owner

      Phone Number

      Mobile Phone

      Fax

      Email Address

      

   4. On the ribbon bar, in the Actions group, click Save.

8. To link a Contact to the Site

   Steps:

   1. On the docked split container, click Contacts.

   2. On the ribbon bar, in the Contacts group, click Link To Contact.

   3. From the Lookup Contact select box, identify and select appropriate Contact whom you want to link to the Site.

   4. Click Save and Close.

9. Logging

   • Log Phone Call

   • Log Email

   • Log Notes

10. Change Ownership

11. Close a Site

12. Reopen a Site

Field Definitions