Subscriptions

Subscriptions

The Subscription feature is further explained on this page. You will find this option under the Clients and Location pages. From here you can subscribe and unsubscribe objects from a service, or add a one time (Ad-Hoc) service for an object.

You can find Subscriptions under Locations> View Location> Objects or Clients> View Client> Locations.

There are two types of subscriptions available:
Cycle Subscriptions: Subscriptions can be annual, every 3, or every 5 years based on the service; and it will not end unless they are un-subscribed or expired. Cycle subscriptions can be in different status such as declined, delayed or expired.
Ad-Hoc Subscriptions: These are subscriptions that do expire; they are entered as a onetime service and will not re-occur.

Subscribe

The first option under Subscriptions:

  1. Select an object, which will bring up a list of possible subscriptions available to the object.
  2. Select one of the services.
  3. Select Subscribe, a green check-mark will appear next to it when it becomes active, signifying that the service has been subscribed to the object.

Unsubscribe

The second option under Subscriptions:

  1. Select a subscription under Subtype.
  2. Click Unsubscribe.
  3. Enter a comment, required.
  4. Click Submit.

Ad-Hoc

This option allows you to add a one time service to an object. It will expire after it is preformed and will not repeat for the next cycle.

  1. Click Ad-Hoc.
  2. To add an Ad-Hoc Subscription select from Ad-Hoc Service drop-down list (services maybe required for certain ad-hoc subscriptions).
  3. Click on the Add icon to add it. The added service will be listed on the left side.
  4. To remove an Ad-Hoc service, select the service and click on the Remove icon.

Service Decline

This option allows you to decline a service from the current cycle.

  1. Click on the Decline icon.
  2. Select Declination Type from the pop-up drop down menu.
  3. Enter the Declination Date.
  4. Enter comment, required.
  5. Click Submit.

Delay

Located below the service list and directly to the right of the Decline Service icon, this allows you to delay a service from the current cycle. Select a service.

  1. Click on the Delay icon, this action will only be valid if the service selected is subscribed to.
  2. Select Subtype, optional.
  3. Enter the Expiration Date.
  4. Enter Contact Date, optional.
  5. Click Submit.

Exempt Delay

To exempt a delay, select and object, then subscription. This action is only valid if a delay is in place on a cycle.

  1. Click on the Exempt Delay icon, directly to the right of the Delay icon.
  2. Select a delay to exempt.
  3. Click Exempt Delay.