Overserve II - Visits which occur in the future

Link Visits Screen Template Screen Create Schedule Screen

Create New Visit

Security Level (lowest to highest) (Arrival-Departure/Absent) Edit Visit Add Visits Create->Assign DCS->Create Visits
no Overservice object, or Overservice-VIEW N/A N/A NO NO
Overservice-MODIFY, Overservice Preference=YES N/A N/A NO NO
Overservice-MODIFY, Overservice Preference=NO N/A N/A YES YES
Overservice-MANAGE or Overservice-ADMIN N/A N/A YES YES

Create Schedule Screen Authorization Screen

Security Level (lowest to highest) Ext. Template End Date Delivery Plan->Save Edit Total Units Toggle Unspecified Units Box
no Overservice object, or Overservice-VIEW NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES NO NO NO NO
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES

Report Timings Telephony Transaction Schedule Management Screen

Report Timings->Create Adjust Absent Times-

Arrival-Departure/Absent (Only if >Save(Only if Punch
Security Level (lowest to highest) Create New Visit Punch Rounding is ON) Rounding is ON) Move Visits Edit Visit
no Overservice object, or Overservice-VIEW N/A NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES N/A NO NO NO NO
Overservice-MODIFY, Overservice Preference=NO N/A YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN N/A YES YES YES YES

Schedule Management Screen Admission Screen Visit Listing Screen

Security Level (lowest to highest) Re-instate Cancelled Add Visits Reverse Discharge Copy Visit Add Slot Move Visits Edit Visit
no Overservice object, or Overservice-VIEW NO NO NO NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES NO NO NO NO NO NO YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES YES YES YES

Missing Scenarios

Visit Listing Screen Schedule Management Screen Visits > Canceled Visits > Open Visits > UnConfirmed Visits > UnServiced
Security Level (lowest to highest) Add Slots Re-instate Cancelled Visits Re-instate Cancelled Visit Move Visits Edit Visit Move Visits Edit Visit Edit Visit
no Overservice object, or Overservice-VIEW NO NO NO NO NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES NO NO NO NO NO NO NO NO
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES YES YES YES YES

Link Visits Screen (Only if Punch Rounding is ON)

Link Arrival
Create Arrival (Scheduled with Create Departure Link Departure Create Check-out Link to a Reported Link to a
Create Check-out Visit Link to a Reported Visit Link to a Scheduled Visit (Scheduled with Reported Reported (Scheduled with (Scheduled with Visit Visit Scheduled Visit Adjust Arrival or
Security Level (lowest to highest) (Report Arrival-Departure) (Arrival-Departure) (For Arrival-Departure) Departure) Departure) Reported Arrival) Reported Arrival) (Report Absent) (Absent) (For Absent) Departure Adjust Absent
no Overservice object, or Overservice-VIEW NO NO N/A NO NO NO NO NO NO N/A NO NO
Overservice-MODIFY, Overservice Preference=YES NO NO N/A NO NO NO NO NO YES N/A NO NO
Overservice-MODIFY, Overservice Preference=NO YES YES N/A YES YES YES YES YES YES N/A YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES N/A YES YES YES YES YES YES N/A YES YES

Calls Through Telephony Extend Schedules (JOB)

Security Level (lowest to highest) Report Arrival-Departure Report Absent Creating Visits
no Overservice object, or Overservice-VIEW YES YES YES
Overservice-MODIFY, Overservice Preference=YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES

NO = user with this level of security is blocked from performing this action
YES = user with this level of security is permitted to perform this action
N/A = case does not apply in this scenario

All scenarios assume user is either creating an overserve situation of either type, or not correcting an existing situation, with the desired change.

In all cases, users should receive overservice warning dialog boxes when creating an overservice situation or not correcting an existing situation.
 Overserve II - Visits which occur in the past

Link Visits Screen Template Screen Create Schedule Screen

Create New Visit

Security Level (lowest to highest) (Arrival-Departure/Absent) Edit Visit Add Visits Create->Assign DCS->Create Visits
no Overservice object, or Overservice-VIEW NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES

Create Schedule Screen Authorization Screen

Security Level (lowest to highest) Ext. Template End Date Delivery Plan->Save Edit Total Units Toggle Unspecified Units Box
no Overservice object, or Overservice-VIEW NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES

Report Timings Telephony Transaction Schedule Management Screen

Report Timings->Create Adjust Absent Times-

Arrival-Departure/Absent (Only if >Save(Only if Punch
Security Level (lowest to highest) Create New Visit Punch Rounding is ON) Rounding is ON) Move Visits Edit Visit
no Overservice object, or Overservice-VIEW NO NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES YES YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES YES

Schedule Management Screen Admission Screen Visit Listing Screen

Security Level (lowest to highest) Re-instate Cancelled Add Visits Reverse Discharge Copy Visit Add Slot Move Visits Edit Visit
no Overservice object, or Overservice-VIEW NO NO N/A NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES YES YES N/A YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES N/A YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES N/A YES YES YES YES

Missing Scenarios

Visit Listing Screen Schedule Management Screen Visits > Canceled Visits > Open Visits > UnConfirmed Visits > UnServiced
Security Level (lowest to highest) Add Slots Re-instate Cancelled Visits Re-instate Cancelled Visit Move Visits Edit Visit Move Visits Edit Visit Edit Visit
no Overservice object, or Overservice-VIEW NO NO NO NO NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES YES YES YES YES YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES YES YES YES YES

Link Visits Screen (Only if Punch Rounding is ON)

Link Arrival
Create Arrival (Scheduled with Create Departure Link Departure Create Check-out
Create Check-out Visit Link to a Reported Visit Link to a Scheduled Visit (Scheduled with Reported (Scheduled with (Scheduled with Visit Link to a Reported Visit Link to a Scheduled Visit Adjust Arrival or
Security Level (lowest to highest) (Report Arrival-Departure) (Arrival-Departure) (For Arrival-Departure) Reported Departure) Departure) Reported Arrival) Reported Arrival) (Report Absent) (Absent) (For Absent) Departure Adjust Absent
no Overservice object, or Overservice-VIEW NO NO NO NO NO NO NO NO NO NO NO NO
Overservice-MODIFY, Overservice Preference=YES YES YES YES YES YES YES YES YES YES YES YES YES
Overservice-MODIFY, Overservice Preference=NO YES YES YES YES YES YES YES YES YES YES YES YES
Overservice-MANAGE or Overservice-ADMIN YES YES YES YES YES YES YES YES YES YES YES YES

Calls Through Telephony Extend Schedules (JOB)

Security Level (lowest to highest) Report Arrival-Departure Report Absent Creating Visits
no Overservice object, or Overservice-VIEW N/A N/A N/A
Overservice-MODIFY, Overservice Preference=YES N/A N/A N/A
Overservice-MODIFY, Overservice Preference=NO N/A N/A N/A
Overservice-MANAGE or Overservice-ADMIN N/A N/A N/A

NO = user with this level of security is blocked from performing this action
YES = user with this level of security is permitted to perform this action
N/A = case does not apply in this scenario

All scenarios assume user is either creating an overserve situation of either type, or not correcting an existing situation, with the desired change.

In all cases, users should receive overservice warning dialog boxes when creating an overservice situation or not correcting an existing situation.
 Screens
Ability to create only Future Visits
Admission Screen Reverse Discharge

Ability to create only Past Visits

Link Visits Screen
Report Timings
Create New Visit (For Arrival-Departure)
Create New Visit (For Absent)
Edit Visit
Link to a Scheduled Visit (For Arrival-Departure)
Link to a Scheduled Visit (For Absent)
Create New Visit

Ability to create both Past & Future visits

Authorization Screen Delivery Plan->Save

Edit Total Units

Toggle Unspecified Units Box

Create Schedule Screen Create->Assign DCS->Create Visits

Ext. Template End Date

Template Screen/
Visit Listing Screen Add Visits

Add Slots

Move Visits

Copy Visit

Add Slot (DHTML popup)

Edit Visit

Schedule Management Screen Move Visits

Edit Visit
 Re-instate Cancelled Visit (DHTML popup)

Re-instate Cancelled Visits

Add Visits

Visits > Canceled Re-instate Cancelled Visit

Visits > Open Move Visits

Edit Visit

Visits > UnConfirmed Move Visits

Edit Visit

Visits > UnServiced Edit Visit

Report Timings->Create
Report Timings Arrival-Departure/Absent (Only if Punch Rounding is ON)

Telephony Transaction Adjust Absent Times->Save(Only if Punch Rounding is ON)

Link Visits Screen

(Only if Punch Rounding is ON) Create Check-out Visit (Report Arrival-Departure)

Create Check-out Visit (Report Absent)

Link to a Reported Visit (Arrival-Departure)

Link to a Reported Visit (Absent)

Create Arrival (Scheduled with Reported Departure)

Link Arrival (Scheduled with Reported Departure)

Create Departure (Scheduled with Reported Arrival)

Link Departure (Scheduled with Reported Arrival)

Adjust Arrival or Departure

Adjust Absent
NOTE:-The screens which are marked in RED allow the user to create bulk visits (both Past and
Future) simultaneously
 Security Level

No security Overservice-MODIFY, Overservice-MODIFY,

assigned Overservice-View Overservice Preference=YES Overservice Preference=NO

Not Allowed Not Allowed Not Allowed Allowed

Not Allowed Not Allowed Allowed Allowed

Not Allowed Not Allowed Allowed Allowed
Not Allowed Not Allowed Allowed Allowed
Not Allowed Not Allowed Allowed Allowed
Not Allowed Not Allowed Allowed Allowed
Not Allowed Not Allowed Allowed Allowed

Not Allowed Not Allowed Allowed for both(Past & Future) Allowed for both(Past & Future)

Not Allowed Not Allowed Not Allowed Allowed for both(Past & Future)

Not Allowed Not Allowed Not Allowed Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)

Allowed ONLY If it creates the

Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
 Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)

Allowed ONLY If it creates the

Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Allowed ONLY If it creates the
Not Allowed Not Allowed over situation for the past visits Allowed for both(Past & Future)
Overservice-MANAGE or
Overservice-ADMIN

Allowed

Allowed
Allowed
Allowed
Allowed
Allowed
Allowed

Allowed for both(Past &

Future)

Allowed for both(Past &

Future)

Allowed for both(Past &

Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)

Allowed for both(Past &

Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)

Allowed for both(Past &

Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)
Allowed for both(Past &
Future)