mytem360 / Account management / Packs
	Manage the packs associated to your account

 

 

The Packs module allows you to manage the packs associated with your account.

A pack will appear in the order module with a label and will be made of:

• equipment associated with a provider
• services associated with a provider

This page contains :

1. The grid (table) referencing all your packs
2. How to consult and edit the information of your packs
3. How to create a pack
4. How to deactivate or activate a pack
5. How to delete a pack
6. How to consult the log of actions performed on a pack
7. How to export the list of your packs

1 - The grid showing the packs

 

The table shows you the list of active and inactive packs in your account:

• Labels or names of the pack
• Internal code
• Comment
• Number management groups associated to them. By clicking on the number indicated, the list of management groups appears:

 

• Number of associated users. By clicking on the indicated number, the list of users associated with the pack appears:

 

• Status (Active or Inactive) - When a pack has the inactive status, all the settings made around this pack remain in place, but it will no longer be visible in the order module.
• Start of validity
• End of validity
• Mandatory attachment

You can search or filter on the columns with these options by moving the mouse over the different column headings.

 

2 - Consult and edit your pack information

1. Click on "more menu" or the 3 small dots at the end of your pack's row and click on Edit:

 

 

2. The Edit Profile window opens, where you can view and edit the fields:

• Label
• Internal code
• Comment
• Mandatory attachment (refer to the following page for more details on this option https://saaswedo.zendesk.com/hc/en-us/articles/360059950591-Make-an-attachment-mandatory-in-a-given-order

3 - Create an order profile (also called a "pack")

1. Click on Create a profile.

 

 

2. Fill in the required fields of the Create a profile (pack) window and if necessary the optional fields, then Submit:

 

 

3. After clicking on button, the new pack is added to the table:

 

 

4 - Deactivate/Reactivate an order profile (pack)

To deactivate an order profile (pack):

1. Click on the 3 little dots  or "more menu" at the end of the row whose pack you would like to deactivate. Click on Deactivate profile (pack):

 

 

2. The profile pr pack appears in the table with an Inactive status, and the end of validity date is set when the action was performed:

 

 

To reactivate a deactivated pack:

1. Click on the 3 small dots at the end of the line of the pack you want to reactivate and click on Activate profile (pack):

 

2. The pack appears in the grid with the status Active:

 

 

 When a profile (pack) has the inactive status, all the settings made around this pack remain in place, but it will no longer be visible in the order module.

 

5 - Delete a profile (pack)

1. Click on the 3 small dots at the end of the row containing the profile you would like to remove.  Choose Remove:

 

6 - Log of actions performed on a pack

1. Click on the 3 small dots   at the end of the line of the row containg the profile (pack) whose logs you would like to see. Click on See logs:

 

 

2. A log page opens and shows the changes made made on a given profile (pack):

• the User who made the action
• the Description of the action
• the Effective Date

 

You can search on all the displayed data:

 

You can also search or filter on the columns with these options by moving the mouse over the different column headings.

 

Use the icon to get your data in a .csv format.

 

7 - Exporting the list of your profiles (packs).

1. Click on Export:

 

 

2. Get your export in mybox360.