Creating/Deleting a Configuration Package

Creating a Configuration Package

Keep in mind when creating the package; you are creating something a customer (and, not necessarily a CAIRS user) can see. It is recommended you use terminology the layperson can understand.

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. From the list click on the package type that you want to create.
  2. In the Actions pane, click the Add New Configuration Package
  3. The General – Configuration Package window opens. Enter the following package information (required fields are indicted with an asterisk):
    • Package Name* – type the package name, the name displayed on Subscriber Portal. The name should be general enough for the layperson to understand the purpose of the work order.
    • Package Type* – this field auto-populates with the package type selected from the main menu, either Set Device or Circuit.
    • Package Action* – from the drop-down box, select one of the following:
    • New Service
    • Change Existing Service
    • Disconnect Service
    • Configuration Package Category – click the drop-down arrow to access a list and from the list select the package category
    • WorkFlow Name* – click the drop-down arrow to access a list and from the list, select the name of the work flow within CAIRS that once submitted, this configuration package will associate with.
    • Is Private – click the field to insert a checkmark to indicate the package is visible only within CAIRS and not within Subscriber Portal.
    • Limit By Site – click the field to insert a checkmark limiting visibility to only those sites selected within the Sites Ribbon group.
    • Limit By Organization – click the field to insert a checkmark limiting visibility to only those Organizations selected within the Organizations Ribbon group.
    • Limit By Subscriber Type*– click the drop-down arrow to access a list. From the list, select Official or Unofficial. This limits the package to either official or unofficial subscribers.
    • Required Resource Approval – click the field to insert a checkmark indicating the Configuration Package needs the approval of a Resource Manager before submitting into CAIRS.
    • Requires TCO Approval – click the field to insert a checkmark indicating the Configuration Package needs TCO approval before submission into CAIRS.
    • Description – type a Configuration Package description.
    • Sort Order – this determines what position on the portal this configuration package appears. A value of 1 indicates the highest position.
  1. If the Configuration Package you are creating is a Set Device Package, the lower pane displays the field Template Name. Click the field to access a drop-down list and from the list, select the type of phone to associate with this configuration package.
  2. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the package, or click Save & Close (to save and exit) to return to the configuration package list.

Deleting a Configuration Package

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Again, click the plus sign (+) next to Configuration Packages to access a submenu of the different configuration packages you can create, the following options are available:
    • Set Device Package
    • Circuit Package
    • Cell Phone Package
    • Authorization Code Package
    • General Task Package
  1. Within the list, click the package type. Depending on the amount of package you have within your database, the 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 click the magnifying glass
    • Click the Show All button
  1. The Configuration Package list opens. Within the list, highlight the package you want to delete. There are two ways to delete a package:
    • Within the toolbar directly above the Navigation pane, click the red
    • Double-click the package name within the list. The Configuration Package window opens. Within the Actions ribbon group, click the Delete
  1. Once you click Delete, a message box displays verifying that you really want to package. Click Yes within the box to continue or No to cancel the operation.