Person

For the documentation of measurements, patching, breakdowns, etc., it is necessary to be able to assign persons who worked on them as technicians. It should also be possible to assign individual points and lines to the respective clients. In addition, it must be possible to assign customers to the services.
All this is done in the Person detailed form.
The Person form is opened by right-clicking via Industry Model Explorer > Administration > Person. The form consists of the General, Customer relationship, Client relationship and Employee relationship tabs.

Tabs

General

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Attribute Description
Evaluation Select the evaluation of the person here. Double-clicking on the list box opens the detailed form for managing the various Evaluations. (1)
Name How the names of persons are to be formed is defined in NET options. This could be a combination of company, first name and last name, for example. (2)
Company Enter the name of the company. (3)
Category Select the person category here. Double-clicking on the list box opens the detailed form for managing the categories for various persons. (4)
Details of the person Enter the person’s title, first name and last name. (5)
Address Select the address for the person from the database by clicking on mceclip2.png. (6)
Telephone numbers Enter the individual phone numbers of the person. (7)
Information Additional information about the person can be entered here. (8)


Customer relationship

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The information about the person provided in the General tab is displayed here and can be changed. (1)
Attribute Description
Service If the person/company has been selected as a customer for one or more services, these will be displayed here. Clicking on mceclip2.png displays the service to which the person/company has been assigned as a customer. The mceclip3.png button displays all services to which a customer has been assigned. (2)
Statistics Clicking on mceclip5.png opens a display window that displays the length of the network path that has been connected to the services to which the person is assigned as a customer. (3)


Client relationship

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The information about the person provided in the General tab is displayed here and can be changed. (1) 
Attribute Description
Points If the person/company has been selected as a client for one or more points, this number is displayed here. Clicking on mceclip2.png displays the points to which the person/company has been assigned as a client. The mceclip3.png button displays all points to which a client has been assigned. (2)
Lines If the person/company has been selected as a client for one or more lines, this number is displayed here. Clicking on mceclip2.png displays the lines to which the person/company has been assigned as a client. The mceclip3.png button displays all lines to which a client has been assigned. (3)


Employee relationship

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The information about the person provided in the General tab is displayed here and can be changed. (1)  
Attribute Description
User name The user name can be entered. (2)
Technician You can select whether the person is a technician. In detailed forms such as Breakdown and TP measurement / FO measurement, only persons for whom “YES” appears in this field can be selected as technicians. (3)