UJQ (User Job Queue) Control Maintenance Records

The following control maintenance records belong to the UJQ (User Job Queue) category.

Bypass Header Information For Call Tracking Entry

Indicate whether the system bypasses the header fields on the Call Tracking Entry window for new trackers. ClosedMore:

Options

  • Yes - Bypasses the header fields and positions the cursor on the All Comments field.

  • No - Positions the cursor on a field in the header for completion.

Outcome of setting this control record

If set to Yes, allows you to enter job queue trackers without having to complete the header fields, such as Category.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

None

Cust/Vend/User Activity Log Viewing Default Transaction Type

Select the tracker types shown on the default display in the Customer, Vendor, and User Activity Log Tracker Viewing windows. ClosedMore:

Options

  • Manual - Displays trackers created manually.

  • System - Displays system-generated trackers.

  • All - Displays all trackers.

Outcome of setting this control record

Each tracker contains a type the system assigns when the tracker is created. Setting this record determines which tracker types display in the Customer, Vendor, and User Activity Log Tracker Viewing windows.

Default Value(s)

All

Action if set to Null

Same as if set to All.

Additional Information

None

Default Status For New Entry In Call Tracking Followup List

Select the default status to assign when you add a user to the Forward To column on the Forward List tab of a tracker.

Disable Automatic Display Of Unread Trackers In User Job Queue Viewing

Indicate whether to disable the User Job Queue Viewing window from automatically displaying trackers with new appends that the user has not yet read. ClosedMore:

Options

  • Yes - Unread trackers do not automatically display.

  • No - Unread trackers automatically display with a carat (^) at the top of the queue.

Outcome of setting this control record

If set to Yes, trackers that have new appends since the last time the user opened the tracker do not display at the top of the queue.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

None

Enable Auto Hours Tracking In Call Tracking System

Indicate whether the system prompts users to log hours by displaying the Tracking Hours window when they escape from a tracker. ClosedMore:

Options

  • Yes - Prompts users to log hours if any changes were made to the tracker or if the tracker was open for more than two minutes.

  • No - Does not prompt users to log hours regardless of the time spent in the tracker or changes made to the tracker.

Outcome of setting this control record

If set to Yes, users are prompted to log their hours worked on the tracker. Use this feature if you track time using trackers in your system, for example, for reporting purposes or client billing purposes.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

For more information about logging hours worked to trackers, see Tracking Hours Worked on Trackers Overview.

Job Tracking Default Early Release Status

For internal Eclipse use only.

Next Action By For Dollars Invoiced Quote

Enter the user whose ID the system adds to the Forward list and places in the Next Action field of a tracker when the system creates a quote. ClosedMore:

Options

Any ID of a any user defined in User Maintenance.

Outcome of setting this control record

The system adds the user entered here to the Forward List of trackers when a user enters an amount in the Invoiced Dollars field on the Call Tracking Entry Quote Details window.

Default Value(s)

Blank

Action if set to Null

A user is not added to the Forward List or Next Action field.

Additional Information

None

Number Of Days Before Job Quote Expires

Enter the number of days after which a quote for services expires. ClosedMore:

Options

Any number of days between 0 and 999.

Outcome of setting this control record

When you use the Quote option in a tracker, the system displays the current date in the Date Quoted field and then adds the number of days specified in this record to the current date and displays it in the Expire Date field. When you display the Forward List tab, the system displays the date from the Expire Date field in the Alarm Date field.

Default Value(s)

Blank

Action if set to Null

Same as if set to 0.

Additional Information

None

Number Of Records To Save In User Quick Access Lists

For each data type enter the number of most recently accessed records to list in the user quick access list. ClosedMore:

Options

Any number between 0 and 100.

Outcome of setting this control record

When a user presses F10 in an ID field associated with a data type, the system lists the designated number of records most recently accessed by the user.

Default Value(s)

Blank

Example(s)

For example, when a user presses F10 in the ID field in Call Tracking Entry, the system lists the last xx trackers the user has viewed, where xx is the number entered in the Number of Trackers field in this record.

Action if set to Null

The system displays 100 records in the quick access list.

Additional Information

None

Update Trackers With Invoiced Sales Orders At Line item Level

Indicate whether the system appends the "Order Id: S#### has been invoiced" message only to the trackers attached to line items that have been invoiced. ClosedMore:

Options

  • Yes - Updates only the trackers attached to line items being invoiced on the order.

  • No - Updates all trackers attached to the order.

Outcome of setting this control record

If set to Yes, when attaching trackers to orders in order entry at the line item level, when, the order is invoiced only those items that are invoiced are updated you can now attach the trackers at the line item level.                                  

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

None

Use User's Sec Level As Default For Queue Entries

Indicate whether the system assigns a user's corresponding authorization key (CUST.ACTIVITY.VIEW, USER.ACTIVITY.VIEW and VENDOR.ACTIVITY.VIEW) level as the security level when the user creates an entry (tracker) in the Customer Activity Log, User Job Queue, or Vendor Activity Log. ClosedMore:

Options

  • Yes - The system assigns every Customer Activity Log, User Job Queue, and Vendor Activity Log entry a security level equal to the authorization level for the CUST.ACTIVITY.VIEW, USER.ACTIVITY.VIEW or VENDOR.ACTIVITY.VIEW authorization key assigned to the user creating the log entry.

  • No - Each user must manually assign a security level to every Customer Activity Log, User Job Queue, or Vendor Activity Log entry created if the intent is to restrict viewing of the entry to only those users assigned the CUST.ACTIVITY.VIEW, USER.ACTIVITY.VIEW or VENDOR.ACTIVITY.VIEW authorization key with an authorization level equal to or greater than the security level assigned to the log entry.

Outcome of setting this control record

Determines if viewing is restricted automatically based on a user's authorization level when creating trackers.

Default Value(s)

No

Example(s)

If set to Yes, a Customer Activity Log entry made by a Superuser is assigned a security level of 99. To view that entry, another user must be assigned the CUST.ACTIVITY.VIEW authorization key with an authorization level of 99.

If set to No, if a Superuser, with an authorization level of 99, creates a Customer Activity Log entry without assigning it a security level, the entry can be viewed by any user assigned the CUST.ACTIVITY.VIEW authorization key, regardless of the authorization level assigned.

Action if set to Null

Same as if set to No.

Additional Information

None

 

Valid Activity Sources

Enter categories that users can assign to trackers describing how, where, or why the tracker originated. You can use these categories as sort and selection criteria when viewing any activity log or printing reports from the log. COLLECT should always be one of the valid activity sources.

Valid Tracker Report Types

Enter a list of report types that users can assign to trackers in the Report Type field on the External Problem/Solution window. These are used for reporting purposes.

Valid Tracker Resolution

Enter a list of resolution codes that users can assign to trackers in the Resolution field on the External Problem/Solution window. The codes indicate how the tracker problem was resolved and are used for reporting purposes.

Valid Tracker Severity

Enter a list of severity codes that users can assign to trackers in the Severity field on the External Problem/Solution window. These are used for reporting purposes.

Valid Tracker Types

Enter tracker types, up to 15 characters, that users can assign to trackers in the Tracker Type field on the Call Tracking Detail Information window. You can use the types for sorting and reporting purposes.

Valid User Job Queue Statuses

Enter statuses that can be assigned to trackers in a user's job queue. ClosedMore:

Options

Any number of statuses up to eight characters each.

Outcome of setting this control record

When displayed in a selection list, the statuses display in the same order in which you list them here. The system also uses this order when sorting a user's job queue by status.

Default Value(s)

Newitem

Dependencies

One status must be Newitem. The spelling of this status is case sensitive.

Action if set to Null

No statuses are available.

Additional Information

Users can also create a personal list of statuses on the User Job Queue/Tracker Settings window in User Maintenance.