Client statuses

The "Statuses" tab in the clients section is designed to display the status of the client, as well as the history of its change.

-   Change of status is available only to those users who belong to agents with the type "Administrative group" or 

"Partner".

Statuses are located in the column with the iconand have the following meaning:

 - New;

 - Potential;

 - In developing;

 - Test;

 - For registration;

 - Implementation;

 - Works;

 - Have worked;

 - Lost;

 - Refusal.

In order to change the status of a client, go to the clients section.

Then select the one you need and click on its status icon. In the status change pop-up window, there is a list from which you need to select the next status.

Next, the status window opens, which contains the name of the current status, as well as a table with information about the change:

• date of;
• status;
• user;
• comment .

 - It is worth noting that filling in the comment field is mandatory.

The last step is to click on the button "Change status to ..."

The process of changing client statuses:

New - Potential;

New - Refusal;

Potential - In development;

In development - Test;

Test - For registration;

Test - Failure;

For registration - Implementation;

Implementation - Works;

Works - Worked;

Worked - Lost;

Lost - Potential;

Failure - Potential;

Object statuses 

The "Statuses" tab is designed to display the status of the terminal on the object, as well as the history of status changes (sequences like "connected - put into operation - active", etc.).

Statuses are also displayed in the admin control panel. This is necessary in order to understand what is happening with the equipment and what actions need to be taken in the near future.

Statuses are:

• Green icon - the status is checked and is permanent for the object

• Blue icon - status needs to be checked and related work to be done

• Yellow icon - the main time of transfer to status has expired

• Red icon - you need to change the status URGENTLY 

  Status meaning:

  New		The status is assigned to new objects, that is, when creating (loading a directory)
  Canceled		The status can be assigned to equipment on which nothing is installed, it is a sign that it is not necessary to install equipment at this stage or never
  Equipped		The status is assigned to an object when the equipment is fully installed and configured on it, the status is assigned by the installer after the installation of the equipment or by the TP employee based on the installer's report
  Verified		The status is assigned only after checking the operation of the installed equipment by the TP employee responsible for the client
  out of order		The status is assigned if the installed equipment does not work correctly due to the fault of the client, for example, the OSS displays incorrectly due to a faulty gun or software, while the OSS itself is installed correctly and correctly. That is, in fact, the transfer to this status should contain an instruction to the client to correct the causes of equipment malfunction.
  Active		The client changes the status to green and puts an assessment for commissioning, if the client does not set the status within 8 days, then only the moderator can change the status after checking. Therefore, it is desirable that the status blink.
  Not operated		The status is set if the object is not in operation.
  Diagnostics		The status is changed by an employee of the PC and TP, possibly a manager, and in case of delay Mod and Adm. The status is used to order diagnostics in case of errors in the operation of the object
  Service		The service status is used to carry out service work, that is, if it is assigned, it is necessary to carry out a service
  Dismantling		The status is assigned if at the time of the service the equipment is dismantled (not replaced), indicates that the work has not been completed
  Installation		The status changes after the return of previously removed equipment to the facility, possibly replacement
  Additional order		The back order status is used if the client wants to install an additional order. equipment for the facility
  Served		The status changes when the service work (additional equipment) is fully completed
  blocking		Temporary lock status
  decommissioned		The status of a permanent block, it is impossible to return from it

  Status change process 

  Change of status	A comment
  New	Server Moderator or Tech. support download via import all client machines
  New > Canceled	Server Moderator or Tech. support moves objects that do not need to be installed at this stage to "Cancelled"
  New > Decommissioned	Server Moderator or Tech. support transfers objects to "Decommissioned" in order to remove non-existing objects from the list without deleting
  New > Equipped	Installers, Tech. support or Manager after installing all the equipment changes the status to "Equipped"
  Canceled > New	Server Moderator or Tech. support changes the status to "New" if a decision is made to install the object
  Equipped > New	Server Moderator or Tech. support changes status if the check reveals a defective installation of equipment
  Equipped > Tested	Those. support or Server moderator changes status after successfully checking the operation of all installed equipment
  Equipped > Defective	Those. support or the Manager selects the status "Faulty" if it is 100% known that the incorrect operation of the installed equipment is associated with a malfunction of the object, that is, through the fault of the client
  Verified > Equipped	The server moderator changes the status to "Equipped" if a defect is detected at the time of checking the object for the client
  Checked > Active > Equipped	The user selects "Active" if he is satisfied or "Equipped" if he is not satisfied with the operation (only suitable for first commissioning)
  Verified > Active	The server moderator selects "Active" for the client if he is satisfied with the operation of the installed equipment
  Checked > Diagnostics	The server moderator selects "Diagnostics" if there are complaints about the operation of the equipment and the work needs to be completed
  Checked > Active > Diagnostics	The user selects "Active" or "Diagnostics" if they are not satisfied with the work performed (suitable for commissioned objects)
  Faulty > Diagnostics	Those. Support or Server Moderator selects "Diagnostics" after customer faults are fixed on site
  Faulty > Diagnostics	The user selects diagnostics after the faults due to the fault of the client are corrected at the facility
  Active > Out of service	Those. support or Server Moderator changes status if the object is not in use
  Active > Out of service	The user changes the status if the object is not used, if a breakdown is detected, if he wants to install additional equipment, if you need to block the object
  Active > Diagnostics	Those. support or Server moderator changes status in case of a breakdown
  Active > Reorder	Those. support or Server moderator changes the status at the time of receiving an additional order from the client
  Active > Lock	Those. support or Server moderator changes the status if it is necessary to block the object
  Out of Service >Active	Those. support or Server moderator changes status or status changes automatically if the machine is put into service
  Out of Service > Active	The user changes the status or the status changes automatically if the machine is put into operation
  Diagnostics > Checked	Those. support or Manager changes status if the problem is fixed or not detected at the time of diagnosis
  Diagnostics > Service	Those. support or the Manager changes the status if at the time of diagnostics deviations requiring service are detected
  Service > Dismantling	Installers, Tech. support or the Manager selects the status if the equipment is removed at the time of the service (does not change)
  Service > Serviced	Installers, Tech. support or Manager selects the status if the service work is completed
  Dismantling > Mounting	Installers, Tech. support or the Manager changes its status after the previously removed equipment is installed on the site.
  Mounting > Serviced	Installers, Tech. support or Manager selects the status if the service work is completed
  Reorder > Service	Those. support or the Manager changes the status after making a decision on the installation (after payment and approvals)
  Serviced > Checked	Those. support or Manager changes status after checking the performance of service work
  Serviced > Faulty	Those. support or the Manager changes the status after checking the service work and with 100% certainty that equipment failures occur due to a malfunction of the facility due to the fault of the customer
  Serviced > Service	Those. support or the Manager selects this status if he is not satisfied with the work performed on the service
  Blocking > Active	Those. support or Manager selects the status to activate the object
  Blocking > Active	The user selects the status to activate the object
  Blocking > Diagnostics	Those. support or Manager selects status if diagnostics are required after blocking
  Blocking > Diagnostics	The user selects the status if diagnostics are required after blocking
  Blocking > Decommissioned	Those. support or Manager decommissions the object, the operation cannot be undone