Distributors - Revision history

Eumhoefer: formatting

2017-07-19T19:03:42Z

formatting

← Older revision		Revision as of 19:03, 19 July 2017
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	</table><br />		</table><br />

	[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]~~<h3 style~~=~~"display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Creating a Distributor~~</h3>~~<br />		[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]
			===Creating a Distributor===
			<br />
	Distributors can only be created by [[User Roles and Privileges\|users who have a role of Admin]]. To create a Distributor:		Distributors can only be created by [[User Roles and Privileges\|users who have a role of Admin]]. To create a Distributor:
	* Click the "Manage Distributors" button on the Dashboard.		* Click the "Manage Distributors" button on the Dashboard.
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	* Click the "Save Distributor" button.<br /><br />		* Click the "Save Distributor" button.<br /><br />

	~~<h3 style~~=~~"display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Distributor Management Operations~~</h3>~~<br />		===Distributor Management Operations===
			<br />
	Distributors can be managed by [[User Roles and Privileges\|users with the role of Distributor Admin]] for the Distributor, or an [[User Roles and Privileges\|Admin user]] for the server.		Distributors can be managed by [[User Roles and Privileges\|users with the role of Distributor Admin]] for the Distributor, or an [[User Roles and Privileges\|Admin user]] for the server.
	To manage a Distributor:		To manage a Distributor:
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	<br />		<br />
	~~<div style="text-align: right; margin:5px; clear:both;"><small>GC-01-OUM-0054 Rev A</small><br />[[Media:Distributors.pdf\|<i class="fa fa-file-pdf-o"></i> PDF Format]]</div>~~

Kristin: Formatting changes

2016-01-28T17:56:19Z

Formatting changes

← Older revision		Revision as of 17:56, 28 January 2016
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	<tr><td valign="top">[[File:CommunitiesIcon.png\|left\|Groups]][[File:ManageDistributorsButton.png\|Distributors]]</td></tr>		<tr><td valign="top">[[File:CommunitiesIcon.png\|left\|Groups]][[File:ManageDistributorsButton.png\|Distributors]]</td></tr>
	<tr><td>		<tr><td>
	~~<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />~~
	Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles and Privileges\|user with the role of Distributor Admin]].</td></tr>		Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles and Privileges\|user with the role of Distributor Admin]].</td></tr>
	</table><br />		</table><br />
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	\|}		\|}

	~~<small>[[Media:Distributors.pdf\|PDF format]]</small>~~<br />		<br />
	<div style="text-align: right;"><small>GC-01-OUM-0054 Rev A</small></div>		<div style="text-align: right; margin:5px; clear:both;"><small>GC-01-OUM-0054 Rev A</small><br />[[Media:Distributors.pdf\|<i class="fa fa-file-pdf-o"></i> PDF Format]]</div>

Kristin: Updated links

2013-11-26T20:59:37Z

Updated links

← Older revision		Revision as of 20:59, 26 November 2013
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	<tr><td>		<tr><td>
	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
	Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles\|user with the role of Distributor Admin]].</td></tr>		Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles and Privileges\|user with the role of Distributor Admin]].</td></tr>
	</table><br />		</table><br />

	[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />		[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />
	Distributors can only be created by [[User Roles\|users who have a role of Admin]]. To create a Distributor:		Distributors can only be created by [[User Roles and Privileges\|users who have a role of Admin]]. To create a Distributor:
	* Click the "Manage Distributors" button on the Dashboard.		* Click the "Manage Distributors" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Actions" tab.
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	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Distributor Management Operations</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Distributor Management Operations</h3><br />
	Distributors can be managed by [[User Roles\|users with the role of Distributor Admin]] for the Distributor, or an [[User Roles\|Admin user]] for the server.		Distributors can be managed by [[User Roles and Privileges\|users with the role of Distributor Admin]] for the Distributor, or an [[User Roles and Privileges\|Admin user]] for the server.
	To manage a Distributor:		To manage a Distributor:
	* Click the "Manage Distributors" button on the Dashboard.		* Click the "Manage Distributors" button on the Dashboard.

Kristin at 21:48, 22 November 2013

2013-11-22T21:48:29Z

← Older revision		Revision as of 21:48, 22 November 2013
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	: [[Distributor Actions\|more...]]		: [[Distributor Actions\|more...]]
	\|}		\|}

			<small>[[Media:Distributors.pdf\|PDF format]]</small><br />
			<div style="text-align: right;"><small>GC-01-OUM-0054 Rev A</small></div>

Kristin at 18:40, 22 November 2013

2013-11-22T18:40:42Z

← Older revision		Revision as of 18:40, 22 November 2013
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	[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />		[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />
	Distributors can only be created by [[User Roles\|users who have a role of Admin]]. To create a Distributor:		Distributors can only be created by [[User Roles\|users who have a role of Admin]]. To create a Distributor:
	* Click the "Manage ~~Groups~~" button on the Dashboard.		* Click the "Manage Distributors" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Actions" tab.
	* Click the "Add a new Distributor" button.		* Click the "Add a new Distributor" button.

Kristin at 21:43, 21 November 2013

2013-11-21T21:43:12Z

← Older revision		Revision as of 21:43, 21 November 2013
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	::This is a required field.		::This is a required field.
	* Enter the remaining information.		* Enter the remaining information.
	::Note that the email address entered receives alert messages when [[System Status\|system status]] for any account ~~member~~ changes to "down" or "up".		::Note that the email address entered receives alert messages when [[System Status\|system status]] for any account under the Distributor changes to "down" or "up".
	::It's recommended to use an email address for an email distribution list as the Distributor email, rather than an email address for a single person.		::It's recommended to use an email address for an email distribution list as the Distributor email, rather than an email address for a single person.
	* Click the "Save Distributor" button.<br /><br />		* Click the "Save Distributor" button.<br /><br />

	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Group~~ Management ~~Features~~</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Distributor Management Operations</h3><br />
	~~Groups~~ can be managed by [[User Roles\|users with the role of ~~Group~~ Admin]] for the ~~Group~~, or ~~the~~ [[User Roles\|~~role of Distributor~~ Admin]] ~~of the Distributor~~ for the ~~Group~~.		Distributors can be managed by [[User Roles\|users with the role of Distributor Admin]] for the Distributor, or an [[User Roles\|Admin user]] for the server.
	To manage a ~~Group~~:		To manage a Distributor:
	* Click the "Manage ~~Groups~~" button on the Dashboard.		* Click the "Manage Distributors" button on the Dashboard.
	* Click the ~~Group~~ you wish to manage.		* Click the Distributor you wish to manage.
	* Click the appropriate tab:<br /><br />		* Click the appropriate tab:<br /><br />

	{\| class="table"		{\| class="table"
	\|[[Image:InfoTab.png\|left\|top\|link=~~Group_Info~~]]		\|[[Image:InfoTab.png\|left\|top\|link=Distributor_Info]]
	\|'''[[~~Group~~ Info\|Info Tab]]''' - Click the [[~~Group~~ Info\|Info tab]] to view general information about the ~~Group~~, such as the ~~address and distributor~~, and a log of ~~Group~~ activity.<br />		\|'''[[Distributor Info\|Info Tab]]''' - Click the [[Distributor Info\|Info tab]] to view general information about the Distributor, such as the contact information, and a log of Distributor activity.<br />
	: [[~~Group~~ Info\|more...]]		: [[Distributor Info\|more...]]
	\|}		\|}

	{\| class="table"		{\| class="table"
	\|[[Image:~~AccountsTab~~.png\|left\|top\|link=~~Group_Accounts~~]]		\|[[Image:GroupsTab.png\|left\|top\|link=Distributor_Groups]]
	\|'''[[~~Group Accounts~~\|~~Accounts~~ Tab]]''' - Click the [[~~Group Accounts~~\|~~Accounts~~ tab]] to see, and manage, the list of the ~~Accounts in~~ the ~~Group~~.<br />		\|'''[[Distributor Groups\|Groups Tab]]''' - Click the [[Distributor Groups\|Groups tab]] to see, and manage, the list of the Groups under the Distributor.<br />
	: [[~~Group Accounts~~\|more...]]		: [[Distributor Groups\|more...]]
	\|}		\|}

	{\| class="table"		{\| class="table"
	\|[[Image:SystemsTab.png\|left\|top\|link=~~Group_Systems~~]]		\|[[Image:SystemsTab.png\|left\|top\|link=Distributor_Systems]]
	\|'''[[~~Group~~ Systems\|Systems Tab]]''' - Click the [[~~Group~~ Systems\|Systems tab]] to see, and manage, the list of the Systems in the ~~Group~~.<br />		\|'''[[Distributor Systems\|Systems Tab]]''' - Click the [[Distributor Systems\|Systems tab]] to see, and manage, the list of the Systems under the Distributor.<br />
	: [[~~Group~~ Systems~~\|more...]]~~		: [[Distributor Systems\|more...]]
	\|}
	~~{\| class="table"~~
	~~\|[[Image:UsersTab.png\|left\|top\|link=Group_Users]]~~
	~~\|'''[[Group Users\|Users Tab]]''' - Click the [[Group Users\|Users tab]] to see, and manage, the list of the [[User Roles\|Users with roles]] that give them access to Accounts in the Group.<br />~~
	~~: [[Group Users~~\|more...]]
	\|}		\|}

	{\| class="table"		{\| class="table"
	\|[[Image:ActionsTab.png\|left\|top\|link=~~Group_Actions~~]]		\|[[Image:ActionsTab.png\|left\|top\|link=Distributor_Actions]]
	\|'''[[~~Group~~ Actions\|Actions Tab]]''' - Click the [[~~Group~~ Actions\|Actions tab]] to access the controls for managing a ~~Group~~.<br />		\|'''[[Distributor Actions\|Actions Tab]]''' - Click the [[Distributor Actions\|Actions tab]] to access the controls for managing a Distributor.<br />
	: [[~~Group~~ Actions\|more...]]		: [[Distributor Actions\|more...]]
	\|}		\|}

Kristin at 21:36, 21 November 2013

2013-11-21T21:36:56Z

← Older revision		Revision as of 21:36, 21 November 2013
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	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Actions" tab.
	* Click the "Add a new ~~Group~~" button.		* Click the "Add a new Distributor" button.
	* Enter a name for the ~~Group, then select a~~ Distributor.		* Enter a name for the Distributor.
	::~~These two fields are~~ required.		::This is a required field.
	* Enter the remaining information.		* Enter the remaining information.
	::Note that the email address entered receives alert messages when [[System Status\|system status]] for any ~~group~~ member changes to "down" or "up".		::Note that the email address entered receives alert messages when [[System Status\|system status]] for any account member changes to "down" or "up".
	::It's recommended to use an email address for an email distribution list as the ~~Group~~ email, rather than an email address for a single person.		::It's recommended to use an email address for an email distribution list as the Distributor email, rather than an email address for a single person.
	* Click the "Save ~~Group~~" button.<br /><br />		* Click the "Save Distributor" button.<br /><br />

	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br />

Kristin at 21:35, 21 November 2013

2013-11-21T21:35:46Z

← Older revision		Revision as of 21:35, 21 November 2013
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	</table><br />		</table><br />

	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />		[[File:DistributorsList.png\|right\|frame\|Manage Distributors Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />
	Distributors can only be created by [[User Roles\|users who have a role of Admin]]. To create a Distributor:		Distributors can only be created by [[User Roles\|users who have a role of Admin]]. To create a Distributor:
	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.

Kristin at 21:00, 21 November 2013

2013-11-21T21:00:28Z

← Older revision		Revision as of 21:00, 21 November 2013
Line 4:		Line 4:
	<tr><td>		<tr><td>
	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
	Groups ~~are a business unit~~ of accounts ~~that are managed by a common administrator~~. ~~Every account is required to be a member of one group, but only one group. A group might be a single long-term care community~~, ~~a single in-home care company~~, or ~~a single vendor managing and providing supports for multiple accounts~~. Every ~~Group~~ must have at least one ~~Group~~ Admin.</td></tr>		Distributors are organizations that manage multiple Groups of accounts. They may provide technical support, installation assistance, or hardware. Every Distributor must have at least one [[User Roles\|user with the role of Distributor Admin]].</td></tr>
	</table><br />		</table><br />

	[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Distributor</h3><br />
	* [[User Roles\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.		Distributors can only be created by [[User Roles\|users who have a role of Admin]]. To create a Distributor:
	* [[User Roles\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.
	* [[User Roles\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />

	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a ~~Group~~</h3><br />
	~~Groups~~ can be created by [[User Roles\|users who have a role of ~~Distributor~~ Admin ~~or above~~]]. To ~~add~~ a ~~new Group~~:
	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Actions" tab.

Kristin: Created page with "NOTOC

GroupsDistributors

2013-11-21T20:53:13Z

Created page with "NOTOC <table> <tr><td valign="top">left|Groups Distributors</td></tr> <tr><td> <h3 style="display: inlin..."

New page
NOTOC
<table>
<tr><td valign="top">[[File:CommunitiesIcon.png|left|Groups]][[File:ManageDistributorsButton.png|Distributors]]</td></tr>
<tr><td>
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts. Every Group must have at least one Group Admin.</td></tr>
</table><br />

[[File:AddGroup.png|right|frame|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br />
* [[User Roles|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
* [[User Roles|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.
* [[User Roles|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />

<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />
Groups can be created by [[User Roles|users who have a role of Distributor Admin or above]]. To add a new Group:
* Click the "Manage Groups" button on the Dashboard.
* Click the "Actions" tab.
* Click the "Add a new Group" button.
* Enter a name for the Group, then select a Distributor.
::These two fields are required.
* Enter the remaining information.
::Note that the email address entered receives alert messages when [[System Status|system status]] for any group member changes to "down" or "up".
::It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person.
* Click the "Save Group" button.<br /><br />

<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br />
Groups can be managed by [[User Roles|users with the role of Group Admin]] for the Group, or the [[User Roles|role of Distributor Admin]] of the Distributor for the Group.
To manage a Group:
* Click the "Manage Groups" button on the Dashboard.
* Click the Group you wish to manage.
* Click the appropriate tab:<br /><br />

{| class="table"
|[[Image:InfoTab.png|left|top|link=Group_Info]]
|'''[[Group Info|Info Tab]]''' - Click the [[Group Info|Info tab]] to view general information about the Group, such as the address and distributor, and a log of Group activity.<br />
: [[Group Info|more...]]
|}

{| class="table"
|[[Image:AccountsTab.png|left|top|link=Group_Accounts]]
|'''[[Group Accounts|Accounts Tab]]''' - Click the [[Group Accounts|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br />
: [[Group Accounts|more...]]
|}

{| class="table"
|[[Image:SystemsTab.png|left|top|link=Group_Systems]]
|'''[[Group Systems|Systems Tab]]''' - Click the [[Group Systems|Systems tab]] to see, and manage, the list of the Systems in the Group.<br />
: [[Group Systems|more...]]
|}
{| class="table"
|[[Image:UsersTab.png|left|top|link=Group_Users]]
|'''[[Group Users|Users Tab]]''' - Click the [[Group Users|Users tab]] to see, and manage, the list of the [[User Roles|Users with roles]] that give them access to Accounts in the Group.<br />
: [[Group Users|more...]]
|}

{| class="table"
|[[Image:ActionsTab.png|left|top|link=Group_Actions]]
|'''[[Group Actions|Actions Tab]]''' - Click the [[Group Actions|Actions tab]] to access the controls for managing a Group.<br />
: [[Group Actions|more...]]
|}