CSM: An Overview

		There are several places in Setup where you may need to configure CSM options, depending on how fully you want to use the CSM features. The relevant options are summarised below. Most options can be set globally, some require setting on each machine individually.
		Note To log Service Management calls you must have an appropriate Activation code.
		Job folders
		Sets the folders where jobs will be created.
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		Job flavours
		Sets the contents of the Job flavour drop-list that appears on the Current Status tab of the CSM screen.
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		Job statuses
		Sets the contents of the Job status drop-list that appears on the Current Status tab of the CSM screen.
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		Job types
		Sets the contents of the Job type drop-list that appears on the Current Status tab of the CSM screen.
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		Warranties
		Defines the Warranties and their conditions; used to determine the response time for a job. Also sets the contents of the Asset Warranty Type drop-list field of the Details screen.
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		Asset categories
		Sets the names of the sub-folders that branch from a main Assets branch of the database. Also sets the contents of the Asset Category drop-list field of the Details screen.
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		Skill level for...
		Sets a user's skill level for a particular Asset type, used to determine each user's ability to deal with a job.
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		HTML forms
		Sets the locations of Job sheets (in HTML format) which can be populated with job details and then printed out for the engineer to take on a job.
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		Survey forms
		Sets the locations of Survey forms (in HTML format) which can be populated with job details and then printed out for the engineer to take on a job. The details written onto the Survey form can then be entered into the database.
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		Templates for filling in Survey forms
		Sets the Templates that appear on the Survey forms tab.
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		Templates for making job notes
		Sets the Templates that appear when making notes about a job.
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		Screen layout customisation
		Sets the visible tabs on the CSM screen so that you can simplify the layout by hiding unused elements.
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		Preferences
		Sets miscellaneous options regarding CSM functions on the local machine.
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		Field prompts
		Sets the field prompts shown on the Current Status tab of the CSM screen.
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		Address prompts
		Sets the contexts for the four addresses shown on the Addresses tab of the CSM screen.
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		Can allocate jobs
		Sets for each user whether they can allocate jobs to users. If they are given this right, they can edit jobs directly off the Entire CSM Big Board in the To Do screen (which is read-only to users who are not granted this right).
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		Can be allocated to jobs
		Sets for each user whether they can be allocated to jobs. If they are given this right, they will see a list of jobs that have been allocated to them in the My CSM Big Board in the To Do screen.
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		Oversee these job types
		Sets for each user which types of jobs they oversee, to filter which jobs are listed in the Entire CSM Big Board. This option is only used where you have departmental Service Managers.
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		Home postcode
		Sets for each user their home postcode, used to calculate the distance to the first job of the day.
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		E-mail address
		Sets for each user their external e-mail address which can be printed on a Job sheet as a point of contact.
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		Fax number
		Sets for each user their direct line fax number which can be printed on a Job sheet as a point of contact.
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		Mobile number
		Sets for each user their mobile number which can be printed on a Job sheet as a point of contact.
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		Phone number
		Sets for each user their direct line phone number which can be printed on a Job sheet as a point of contact.
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