Commanding Officers

Commanding Officers

Each Subscriber and Subscriber Manager can be assigned a Commanding Officer who ultimately has final approval over Subscribers and Subscriber Managers.

Commanding Officer Information

Adding a Commanding Officer

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. There are two ways to add a Commanding Officer:
    • Within the toolbar, directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Commanding Officer.
    • Within the Actions pane, click Add New Commanding Officer.
  1. The Commanding Officer window opens. Complete the following information, (required fields are indicated with an asterisk (*)):
    • Commanding Officer* – type the Commanding Officer name.
    • Email Address* – type the Commanding Officer email address.
  1. Within the Actions ribbon group, click Save & New (save and stay) to continue adding Commanding Officers or Save & Close (save and exit) to return to the Commanding Officer List.

Modifying a Commanding Officer

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Click either field to modify the information.
  3. Within the Actions ribbon group, click the Save & Close button to return to the Commanding Officers list.

Viewing Commanding Officers Managed Subscribers

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Within the Show ribbon group, click the Managed Subscribers button.
  3. The screen changes to displays a list of subscribers managed by the Commanding Officer.

Deleting a Commanding Officer

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. There are three ways to delete a Commanding Officer:
    • Highlight the Commanding Officer name within the list, and within the toolbar directly above the navigation pane, click the red X.
    • Highlight the Commanding Officer name within the list and within the Actions pane click the Delete Commanding Officer link.
    • Within the list, double-click the Commanding Officer name. The Commanding Officer window opens. Within the Actions ribbon group, click the Delete button.
  1. Once you click Delete, a message box displays verifying that you really want to delete the group. Click Yes within the box to continue or No cancel the operation.

Managed Subscribers

Assigning a Subscriber to a Commanding Officer

  1. Click Subscribers.
  2. Within the Navigation pane, click Subscribers.
  3. Depending on the amount of records you have within your database, the Subscriber list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired subscriber. The Subscriber window opens.
  2. Within the top pane, click the Commanding Officer field to access a drop-down listand select the appropriate Officer.
  3. Within the Actions ribbon group, click the Save & Close button to return to the main menu.

Viewing Managed Subscribers

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Within the Show ribbon group, click the Managed Subscribers button.
  3. The screen changes to display a list of the Subscribers associated to the Commanding Officer.

Removing a Subscriber

  1. Click Subscribers.
  2. Within the Navigation pane, click Subscribers.
  3. Depending on the amount of records you have within your database, the Subscriber list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired subscriber. The Subscriber window opens.
  2. Within the top pane, click the Commanding Officer field to access a drop-down list and select the blank line at the top of the list.
  3. Within the Actions ribbon group, click Save (save and stay) to continue working with the commanding officer, or Save & Close (save and exit) to return to the Subscribers list.

Commanding Officer Sites

Adding a Site

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Within the Show ribbon group, click the Sites button. The window displays two panes of information; the top pane displays the sites associated to the Commanding Officer. The lower pane displays a list of all the sites within your database, the following read-only information is available for each site:
    • Site Name – displays the name of the site, this is the lowest level of the site tree.
    • Site Path – displays the complete path to the site. Each level is separated by a >.
    • Site Level – displays the site level name or number.
    • Site Code – displays the three-digit alphanumeric site code.

! You can search for a site within the Search All Sites pane by typing in the name or portion of the name within the Search text box, once entered click the magnifying glass. Any record with the search characteristics appear within the pane.

  1. To add a site to a Commanding Officer, find the site within the list, and double-click the record, the site name now displays within the upper pane.

! Please be aware that sites do not inherit the associations of their parents. You must associate each level to the resource. For example, if you associate a parent and want all the children associated you must associate all children site as well.

  1. Within the Actions ribbon group, click Save (save and stay) to continue working with the commanding officer, or Save & Close (save and exit) to return to the Commanding Officer list.

Removing a Site

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Within the Show ribbon group, click the Sites button.
  3. Within the top pane, right-click the site name to access a pop-up menu, from the menu select Delete.
  4. Once you click Delete, a message box displays verifying that you really want to delete the site. Click Yes within the box to continue or No to cancel the operation.
  5. Once selected, cairs.net draws a line through the site; allowing you to delete multiple items at once.
  6. If you do not want to delete the site, right-click the record to access a pop-up menu and click Undelete.
  7. Once you select Undelete, a message box displays verifying that you really want to keep the site. Click Yes within the box to continue or No to cancel the operation.
  8. Within the Actions ribbon group, click Save (save and stay) to continue working with the commanding officer or Save & Close (save and exit) to return to the Commanding Officer list.

Commanding Officer Organizations

Adding an Organization

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Within the Show ribbon group, click the Organizations button. The screen changes to displays two panes of information, the top pane displays the organization associated to the Commanding Officer. The lower pane displays the complete list of organizations currently established within your database.
  3. Within the Search Organization (lower pane), there are 6 columns of information:
    • Organization Name – displays the lowest level of the organization tree.
    • Organization Path – displays the complete path to the organization name. Each level is separated by >.
    • Account Number – displays the account number associated to the organization name.
    • TCO – displays the TCO Group associated to the organization
    • Organization Code – displays the organization code
    • Organization Abbreviation – displays the organization abbreviation
  1. To add an organization to a Commanding Officer, find the name within the list and double-click the row. The organization name displays in the Selected Organizations pane. The lowest level of the organization is listed first, after the two ~~ the complete path to the organization is displayed, each level is separated by a >.

! You can search for an organization within the Search Organization pane by typing in the name or portion of the name within the Search text box. Once entered, click the magnifying glass. All records with the search criteria appear within the pane.

  1. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the Commanding Officer, or Save & Close (to save and exit) to return to the Commanding Officer list.

Deleting an Organization

  1. Click Subscribers.
  2. Within the Navigation pane, click Commanding Officers.
  3. Depending on the amount of records you have within your database, the Commanding Officers list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All button.
  1. Once the list populates, double-click the desired Commanding Officer. The Commanding Officer window opens.
  2. Within the Show ribbon group, click the Organizations button.
  3. Within the Selected Organizations pane, right-click the Organization to delete. A small pop-up box opens; click Delete within the box.
  4. Once you click Delete, a message box displays verifying that you really want to delete the Organization. Click Yes within the box to continue or No to cancel the operation.
  5. Once selected, cairs.net draws a line through the name allowing you to delete multiple items at once.
  6. If you do not want to delete the Organization, right-click the record to access a pop-up menu and click Undelete.
  7. Once you select Undelete, a message box displays verifying that you really want to undelete the selection. Click Yes within the box to continue or No to cancel the operation.
  8. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the Commanding Officer, or Save & Close (to save and exit) to return to the Commanding Officer list.