Supervising Managers

Supervising Managers

Supervising Managers allow subscribers to view portal billing at multiple levels within an organization’s structure. One subscriber at a very high level can see all of the sub organizations and another subscriber at a lower level will see only their organizations. Each supervising manager can have their own set of Organizations and these organizations can overlap between mangers.

Adding a Supervising Manager

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Managers.
3. There are two ways to add a Supervising Manager

• • Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Supervising Manager
  • Within the Actions pane, click Add New Supervising Manager

4. The General – Supervising Manager window opens. Complete the following information, (required fields are indicated with an asterisk (*)):

• • Supervising Manager Name* – type the name of the Supervising Manager
  • Related Subscriber* – click the field to access a dropdown list, from the list select the Subscriber, this is an existing subscriber within the cairs.net database.
  • Limit By Site – click the field to insert a checkmark to limit the Supervising Manager to only those sites selected within the Site button
  • Limit By Organization – click the field to insert a checkmark limiting visibility to only those Organizations selected within the Organizations Ribbon group.
  • Limit By Account – click the field to insert a checkmark limiting visibility to only those Accounts selected within the Direct Accounts ribbon group.
  • Limit Billing Detail by Organization – click the field to insert a checkmark limiting the billing detail to the only the organization associated to the Supervising Manager

5. Within the Actions ribbon group click Save (to save and stay) within the Actions ribbon group to save the information and continue working within the window or Save & Close, to save the information and close the window.

Deleting a Supervising Manager

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. There are three ways to delete a Supervising Manager:

• • Highlight the Supervising Manager name within the list, and within the toolbar directly above the navigation pane, click the red X.
  • Highlight the Supervising Manager name within the list and within the Actions pane click the Delete Supervising Manager link.
  • Within the list, double-click the Supervising Manager name. The Supervising Manager window opens. Within the Actions ribbon group, click the Delete button.

5. Once you click Delete, a message box displays verifying that you really want to delete the manager. Click Yes within the box to continue or No cancel the operation.

Supervising Manager Sites

Adding a Site

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.
5. 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 Supervising Manager. 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.

6. To add a site to a Supervising Manager, 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.

7. Within the Actions ribbon group, click Save (save and stay) to continue working with this manager or Save & Close (save and exit) to return to the Supervising Manager list.

Removing a Site

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.
5. Within the Show ribbon group, click the Sites button.
6. Within the top pane, right-click the site name to access a pop-up menu, from the menu select Delete.
7. 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.
8. Once selected, cairs.net draws a line through the site; allowing you to delete multiple items at once.
9. If you do not want to delete the site, right-click the record to access a pop-up menu and click Undelete.
10. 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.

Supervising Manager Organizations

Adding an Organization

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.
5. 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 Supervising Manager. The lower pane displays the complete list of organizations currently established within your database.
6. 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

7. To add an organization to a Supervising Manager, 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. Any record with the search characteristics appear within the pane.

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

Deleting an Organization

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.
5. Within the Show ribbon group, click the Organizations button.
6. Within the Selected Organizations pane, right-click the Organization to delete. A small pop-up box opens; click Delete within the box.
7. 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.
8. Once selected, cairs.net draws a line through the name allowing you to delete multiple items at once.
9. If you do not want to delete the Organization, right-click the record to access a pop-up menu, click Undelete.
10. 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.
11. 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.

Supervising Manager Direct Account

Adding a Direct Account

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.
5. Within the Show ribbon group, click the Direct Accounts button.
6. The screen changes to displays two panes of information, the top pane displays the account number associated to the Supervising Manager. The lower pane displays the complete list of account numbers currently established within your database.
7. Within the Search Organization (lower pane), there are 3 columns of information:

• • Account Number
  • Organization Name
  • Organization Path

8. To add an account to a Supervising Manager, find the number within the list and double-click the row. The account number displays in the Selected Organizations pane.

! You can search for an account number within the Search Organization pane by typing in the number or portion of the number within the Search text box, once entered click the magnifying glass. Any record with the search characteristics appear within the pane.

9. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the manager, or Save & Close (to save and exit) to return to the Supervising Manager list.

Deleting a Direct Account

1. Click Subscribers.
2. Within the Navigation pane, click Supervising Manager.
3. Depending on the amount of records you have within your database, the Supervising Manager 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.

4. Once the list populates, double-click the desired Supervising Manager. The Supervising Manager window opens.
5. Within the Show ribbon group, click the Direct Accounts button.
6. Within the Selected Accounts pane, right-click the account number to delete. A small pop-up box opens; click Delete within the box.
7. Once you click Delete, a message box displays verifying that you really want to delete the account. Click Yes within the box to continue or No to cancel the operation.
8. Once selected, cairs.net draws a line through the name allowing you to delete multiple items at once.
9. If you do not want to delete the account number, right-click the record to access a pop-up menu, click Undelete.
10. 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.
11. Within the Actions ribbon group, click Save (to save and stay) to continue working with the manager, or Save & Close (to save and exit) to return to the Supervising Manager list.