Managing Service Types

Managing Type of Service

A type of service is a way to categorize your equipment, services, and call charges for billing and payment distribution purposes.

  1. Click Equipment/Services from the menu.
  2. Within the Navigation pane, click Equipment.
  3. You will have two alternatives for Managing Type of Service:
    • Within the toolbar directly above the Navigation pane, click the Manage Type Of Service
    • Within the Action pane, click the Manage Type Of Service

! If you are unable to view the Actions pane, you may need to use the scroll bar to the right of the Navigation pane to reveal the menu choices. Or using your mouse, point at the Separation bar, and when the up/down arrow appears, right-click the line and hold it to pull the line down.

  1. Using either of the choices, The Manage Type Of Service window opens.

Adding a Type of Service

  1. Click the top row, marked with an asterisk (*), to add a new record.
  2. The line highlights. Type the following information (required fields are marked with an asterisk (*)):
  3. To add another type, click the Save button and repeat steps 4 and 5, as necessary.
    • Type of Service Name* type the name of the type of service for example Mission Funded, Reimbursable, etc.
    • Type of Service ID* – type the 2-character type of service id.
    • Description – use this field to type a description of the type of service.
    • Mission Funded* – this field remains empty, indicating the type of service is not mission funded. Click the box to insert a checkmark to indicate the type of service is mission funded.
    • Import Charge Type Override – when using Vendor Media Import for equipment charges you can choose to override how the charges will be imported. Click on the dropdown arrow to select one of the following:
      • None – this will import the charges based on the vendor
      • Import as One Time – this will import all charges as one-time charges only
      • Import as Recurring – this will import all charges as recurring, they will continue to be charged to the account monthly

To add another type, click the Save button and repeat steps 4 and 5, as necessary.

Deleting a Type of Service

Within the Manage Type Of Service window, there are two ways to delete a type of service:

    • Right-click the record selector box next to the type of service name to access a menu from the menu click on
    • Highlight the name in the list and within the Actions ribbon group click the Delete
  1. Once you click Delete, a message box appears verifying that you really want to delete the type of service. Click Yes within the box to continue or No to cancel the operation. Once selected, CAIRS draws a line through the entire row allowing you to delete multiple types at once.
  2. If you do not want to delete the type, right-click the record to access a pop-up menu and click Undelete.
  3. Once you select Undelete, a message box appears verifying that you really want to keep the type. Click Yes within the box to continue or No to cancel the operation
  4. Within the Actions ribbon group, click Save (to save and stay) to continue working with service types or Save & Close (to save and exit) to return to the Equipment list.