Open job: Job-Specific Settings
Selecting an Agency While Creating a Job
Dialog "Create New Job" > "Customer Data" Here you see the button "Agency" that you can press to open the "Select Agency" dialog. The dialog displays all the existing agencies that are available for selection, see also Agencies.
This is where you define which customers will act as agencies and whether there will be a default agency: "Agency" item in Customer context menu > "Properties" (customer entry in the customer table > right mouse button).
Right-hand parameter area > "Remote Access"
"Remote Access" Group
Your customers can view information about each of their jobs on the Web User Interface. In the Prinect Integration Manager you can set which information will be shown.
•"Status Display" selection list:
·"Current Prinect Status": If this is set, the current job status is used and displayed in the Web User Interface.
·If you select a different status, this overrides the current job status and is displayed on the Web User Interface.
•"View in Internet > Job Information": This option lets you select which job information will be displayed in the Web User Interface.. A job cannot be seen on the Web User Interface if there is no checkmark, i.e. not even in the job list.
•"View in Internet > Tabs": The selected tabs display on the Web UI.
"Invite to Cooperation" Group
In this group you can invite persons to cooperate temporarily in the currently opened job. The list shows you all invited contributors. You can invite contributors both from this option and from the Web User Interface.
An e-mail address and a name for identification are mandatory for these contributors. The name appears in the job history for all actions. "Approve", "Upload" and "Download" are actions that the contributors can do.
•"New" button: A dialog opens where you invite a person to be a contributor. This person receives an e-mail with a link that he/she can use to log in to the Web User Interface. For approval, you can select the suitable approval tool in the list box, see "Remote Approval" work step .
•"Modify" button: A new invitation, in other words, an e-mail, is sent each time a change is made.
•"Disable" button: This lets you disable cooperation in the job.
Right-hand parameter area > "Group Approval"
Group approval means that you assemble several approvers ("Job's Customer Approval Contact") in one approval group. All members of this group must give their approval. Approval is not valid if they don't.
The approval group is assembled here on the Prinect Cockpit and on the Web User Interface as well.
•"Use group approval": Set this option to enable group approval for this job.
•"Set Master Approver": Select a person as the master approver from the list of all possible approvers. The master approver can give approval even if some members of the group still have not given their approval.
•"Member" list: This shows you a list of all potential approvers at the customer organization.
•"For Your Information" list: This list shows you all the approvers who will be informed about an approval but do not have to give their approval for this job.
•List of approvers: This shows you all the approvers who have given their approval and those who have still to do it.
Information is communicated through comments in the e-mails.