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2023-02-28T09:33:39Z

Marked this version for translation

Toptiuser: Created page with " == Group Services == The ''Group services'' view shows a list of all available service groups. The same service can be included in several groups. Placing services in service groups makes it easy to get an overview of how the services are used e.g. in the trend reports. The service group view is available in the Invoicing role, under '''Services > Manage service groups'''. === How..."

2023-01-16T18:52:53Z

Created page with "<translate> == Group Services == The ''Group services'' view shows a list of all available [[{{Link}}Service Group|service groups]]. The same service can be included in several groups. Placing [[{{Link}}Service|services]] in service groups makes it easy to get an overview of how the services are used e.g. in the trend reports. The service group view is available in the [[{{Link}}Biller Default|Invoicing role]], under '''Services > Manage service groups'''. === How..."

New page

<translate>
== Group Services ==

The ''Group services'' view shows a list of all available [[{{Link}}Service Group|service groups]]. The same service can be included in several groups.

Placing [[{{Link}}Service|services]] in service groups makes it easy to get an overview of how the services are used e.g. in the trend reports.

The service group view is available in the [[{{Link}}Biller Default|Invoicing role]], under '''Services > Manage service groups'''.

=== How to - Show Service Groups ===

# Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation menu
# Click '''Services > Manage service groups'''
#:* A list of service groups is presented

=== How to - Create a Service Group ===

# Click '''add''' [[Image:Icon Add.png]] to go to the ''new service group'' view
# Enter a name for the group in the '''name''' field
# Click '''save''' [[Image:Icon Save.png]]
# Select services to include in the service group:
## Expand the ''add services'' section by clicking '''expand''' [[Image:Icon Expand.png]]
##:* A table containing all available services is shown
##:* The number of pages in the table is shown above the table (1 2 3 ...), click a number to go to the corresponding page
## Filter the table to show a particular [[{{Link}}Service Category|service category]] by selecting a service category in the drop-down menu
## Select services to include in the service group by checking the corresponding boxes
# Click '''save''' [[Image:Icon Save.png]] in the ''add services'' section to save the services in the service group
#:* The service group is now available to use in reports and bookings

=== How to - Edit Service Groups ===

# Click on the name of the ''service groups'' you want to edit, to open the ''edit service group'' view
#:* The ''services in the group'' view presents all services included in the group
#:* The ''add services'' section presents all services available, and lets you add services to the service group
# Change the '''name''', if necessary
# To remove services from the service group:
## Expand the ''services in the group'' section by clicking '''expand''' [[Image:Icon Expand.png]]
## Check the box for each service you want to delete
## Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
##:* The service is immediately deleted
# To add services to the group:
## Expand the ''add services'' section by clicking '''expand''' [[Image:Icon Expand.png]]
##:* A table containing all available services is shown
##:* The number of pages in the table is shown above the table (1 2 3 ...), click a number to go to the corresponding page
## Filter the table to show a particular [[{{Link}}Service Category|service category]] by selecting a service category in the drop-down menu
## Select services to include in the service group by checking the corresponding boxes
# Click '''add''' [[Image:Icon Add.png]] in the ''add services'' section to save the changes

=== How to - Delete a Service Group ===

# Check the box for each ''service groups'' you want to delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
#:* The ''service groups'' are immediately deleted

=== How to - Edit Permissions on the Service Group ===

# In the ''service groups'' view, click on the name of the ''service groups'' you want to edit permissions for
#:* The ''edit service group'' view is displayed
# Click '''permissions''' [[Image:Icon Rights.png]] in the upper right corner
# Read more about [[{{Link}}Biller_SecurityMeasureGroup|how to manage permissions on service groups]]

</translate>

[[Category:F01{{Langcat|Biller MeasureGroups}}]]

← Older revision		Revision as of 09:33, 28 February 2023
Line 1:		Line 1:
	<translate>		<translate>
	== Group Services ==		== Group Services == <!--T:1-->

			<!--T:2-->
	The ''Group services'' view shows a list of all available [[{{Link}}Service Group\|service groups]]. The same service can be included in several groups.		The ''Group services'' view shows a list of all available [[{{Link}}Service Group\|service groups]]. The same service can be included in several groups.

			<!--T:3-->
	Placing [[{{Link}}Service\|services]] in service groups makes it easy to get an overview of how the services are used e.g. in the trend reports.		Placing [[{{Link}}Service\|services]] in service groups makes it easy to get an overview of how the services are used e.g. in the trend reports.

			<!--T:4-->
	The service group view is available in the [[{{Link}}Biller Default\|Invoicing role]], under '''Services > Manage service groups'''.		The service group view is available in the [[{{Link}}Biller Default\|Invoicing role]], under '''Services > Manage service groups'''.

	=== How to - Show Service Groups ===		=== How to - Show Service Groups === <!--T:5-->

			<!--T:6-->
	# Click on the [[{{Link}}Biller Default\|role Invoicing]] in the navigation menu		# Click on the [[{{Link}}Biller Default\|role Invoicing]] in the navigation menu
	# Click '''Services > Manage service groups'''		# Click '''Services > Manage service groups'''
	#:* A list of service groups is presented		#:* A list of service groups is presented

	=== How to - Create a Service Group ===		=== How to - Create a Service Group === <!--T:7-->

			<!--T:8-->
	# Click '''add''' [[Image:Icon Add.png]] to go to the ''new service group'' view		# Click '''add''' [[Image:Icon Add.png]] to go to the ''new service group'' view
	# Enter a name for the group in the '''name''' field		# Enter a name for the group in the '''name''' field
Line 28:		Line 33:
	#:* The service group is now available to use in reports and bookings		#:* The service group is now available to use in reports and bookings

	=== How to - Edit Service Groups ===		=== How to - Edit Service Groups === <!--T:9-->

			<!--T:10-->
	# Click on the name of the ''service groups'' you want to edit, to open the ''edit service group'' view		# Click on the name of the ''service groups'' you want to edit, to open the ''edit service group'' view
	#:* The ''services in the group'' view presents all services included in the group		#:* The ''services in the group'' view presents all services included in the group
Line 47:		Line 53:
	# Click '''add''' [[Image:Icon Add.png]] in the ''add services'' section to save the changes		# Click '''add''' [[Image:Icon Add.png]] in the ''add services'' section to save the changes

	=== How to - Delete a Service Group ===		=== How to - Delete a Service Group === <!--T:11-->

			<!--T:12-->
	# Check the box for each ''service groups'' you want to delete		# Check the box for each ''service groups'' you want to delete
	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
	#:* The ''service groups'' are immediately deleted		#:* The ''service groups'' are immediately deleted

	=== How to - Edit Permissions on the Service Group ===		=== How to - Edit Permissions on the Service Group === <!--T:13-->

			<!--T:14-->
	# In the ''service groups'' view, click on the name of the ''service groups'' you want to edit permissions for		# In the ''service groups'' view, click on the name of the ''service groups'' you want to edit permissions for
	#:* The ''edit service group'' view is displayed		#:* The ''edit service group'' view is displayed

Biller MeasureGroups - Revision history

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