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Expediting Account Manager

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THIS FUNCTION APPLIES ONLY TO CAMPCONTROL PROFESSIONAL (for Expediting Companies)

The Expediting Account Manager is provided with all the permissions of an Expediting Manager, as well as permissions to create Exploration Companies (clients) and Employees (other Epediting Managers and Expediters).

	Expediting Account Manager
Permission	Status	Description
Manage Account	Always ON	Only one user per Expediting Account can have this permission. He/she can create any number of client Exploration Companies and users at different levels in each company. Also, he/she can create any number of Expediting Managers and Expediters to service the Exploration Companies. Expediting Managers and Expediters can be designated to only some of the exploration companies, or only some of the locations existing for each exploration company.
Manage Companies	Always ON	This permits the creation of new client companies, and the editing of details describing them.
Manage Regions	Always ON	This permits the creation of new Regions under client companies, and the editing of details describing them.
Manage Company Locations	Always ON	This permits a user who is designated on the Region or Location level to be able to manage all the Locations in the Company. All other access, unless explicitly set, remains at the Location level for the user.
Manage Region Locations	Always ON	This permits a user who is designated on the Location level to be able to manage all the Locations in the Region of their their Location. All other access, unless explicitly set, remains at the Location level for the user.
Manage Locations	Always ON	This permits the creation of new Locations (Camps) under Regions within client companies, and the editing of details describing them.
Manage Company Users	Always ON	This permits the creation of new Exploration Company Users, and the editing of details describing them, including their permissions. In particular it allows users to be designated to Locations at the "Company" level (ie: designate them to all Locations in a Company).
Manage Region Users	Always ON	This permits the creation of new Exploration Company Users, and the editing of details describing them, including their permissions. In particular it allows users to be designated to Locations at the "Region" level (ie: designate them to all Locations in a Region).
Manage Location Users	Always ON	This permits the creation of new Exploration Users, and the editing of details describing them, including their permissions. In particular it allows users to be designated to Locations only at the "Location" level (ie: one location at a time).
Manage Employees	Always ON	This permits the creation of new Expediting Company Employees (Expediting Managers or Expediters), and the editing of details describing them, including their permissions. In particular it allows employees to be designated to Locations by specifying Company(ies), Region(s) or Location(s) for which they are to see orders.
Customize CampControl	Always ON	This permits customisation of the following aspects of CampControl (on a per Exploration Company basis): Cost Codes, Program Codes, Activity Codes, Financial Categories, Analytical Labs, Purchase Companies, Receive Locations, Return Reasons, Sample Containers Sample Shipping Containers and Expediters' Worksheet Charge To.
View Discussions	Always ON	View discussion notes that users may attach to orders or parts of orders as they progress through the stages of Order - Purchase - Freight to Location - Receive. These are visible to all other users who have the "View Discussions" permission. Note: Discussions can be used to implement an Order Approval Process - whereby Expediting Managers are instructed not to process any orders until they have attached to them a Discussion Note from an appropriate Manager indicating an approval to purchase.
Update Discussions	Always ON	Permission to add or update discussion entries. Note: Discussions can be used to implement an Order Approval Process - whereby Expediting Managers are instructed not to process any orders until they have attached to them a Discussion Note from an appropriate Manager indicating an approval to purchase.
View Company Orders In Progress	Always ON	Permission similar to that of "View Company Orders", but relating to order status when it is "in progress" (ie: all order items not yet received at the location from which they were ordered). This permits a user who is designated on the Region or Location level to be able to view all Orders in Progress in the Company. All other access, unless explicitly set, remains at the designated Location or Region level for the user.
View Region Orders In Progress	Always ON	Permission similar to that of "View Region Orders", but relating to order status when it is "in progress" (ie: all order items not yet received at the location from which they were ordered). This permits a user who is designated on the Location level to be able to view all Orders in Progress in the Region of their designated Location. All other access, unless explicitly set, remains at the designated Location or Region level for the user.
View Location Orders In Progress	Always ON	Permission similar to that of "View Location Orders", but relating to order status when it is "in progress" (ie: all order items not yet received at the location from which they were ordered).
Update Company Orders In Progress	Always ON	Permission to make certain changes to orders while they are in progress (See "View Company Orders in Progress"). This is a necessary permission for anyone (ie: Expediter or Expediting Manager) whose work it is to make purchases and record on CampControl what has (and has not) been purchased. This permission widens the scope of the "View Assign Order" permission. It permits a user who is designated on a Region or Location level to be able to assign all Orders in the Company. All other access, unless explicitly set, remains at the designated Location or Region level for the user.
Update Region Orders In Progress	Always ON	Permission to make certain changes to orders while they are in progress (See "View Region Orders in Progress"). This is a necessary permission for anyone (ie: Expediter or Expediting Manager) whose work it is to make purchases and record on CampControl what has (and has not) been purchased.
Update Location Orders In Progress	Always ON	Permission to make certain changes to orders while they are in progress (See "View Location Orders in Progress"). This is a necessary permission for anyone (ie: Expediter or Expediting Manager) whose work it is to make purchases and record on CampControl what has (and has not) been purchased. This is a necessary permission (which CampControl automatically assigns) in order to use the "View Assign Order" permission.
Create General Order	Always ON	Provides the ability to create a General Order. This to do this on behalf of a client who communicates the need for a General Order other than by entering it as an Order in CampControl.
Create Commissary Order	Always ON	May wish to do this on behalf of a client who communicates the need for a Commissary Item (eg: cigarettes) other than by entering it as an Order in CampControl.
Create Field Supplies Order	Disabled
Create Travel Order	Always ON	May wish to do this on behalf of someone who communicates the need for a Travel Order other than by entering it as an Order in CampControl.
Fulfill Air Charter Order	Always ON	Fulfill an air charter request (ie: arrange the details of the charter with the aircraft operator, and then enter them into CampControl after the charter has been flown describing the actual route taken, which is often different from both the original request and the route arranged).
View Company Orders	Always ON	Expediting Account Manager status grants this permission, to view all orders, by definition. By definition, the Exploration Account Manager has access to data for all Locations in all Regions defined all Exploration Companies. This permits a user who is designated on the Region or Location level to be able to view all Orders in the Company. All other access, unless explicitly set, remains at the designated Location or Region level for the user.
View Region Orders	Always ON	Expediting Account Manager status grants this permission, to view all orders, by definition. By definition, the Exploration Account Manager has access to data for all Locations in all Regions defined all Exploration Companies. This permits a user who is designated on the Location level to be able to view all Orders in the Region of their designated Location. All other access, unless explicitly set, remains at the designated Location or Region level for the user.
View Location Orders	Always ON	Expediting Account Manager status grants this permission, to view all orders, by definition. By definition, the Exploration Account Manager has access to data for all Locations in all Regions defined all Exploration Companies. This permits a user to view Orders for the Locations they are designated to.
Create Orders On Behalf Of	Always ON	Necessary to be able to enter orders on behalf of someone else.
Update Freight Control	Always ON	Necessary in order to record in CampControl how and when items are freighted from the expediter's warehouse to their destinations.
Create Sample Shipment	Always ON	Necessary if the manger needs to document sample shipments from a camp when the person responsible for the camp has not done that on their own - as may happen, for example, if the camp is without an Internet connection.
Receive Location Freight	Always ON	Necessary to record in CampControl that items sent from an expediter or another location have been received at a destination location. This action is normally carried out by expediting staff only on behalf of exploration staff at a location which cannot record or has forgotten to record the receipt of items.
Receive Location Freight On Behalf Of	Always ON	Necessary to be able to receive items (freight) on behalf of someone else.
Create Shipping Labels	Always ON	Self explanatory.
View Company Worklogs	Always ON	Expediting Account Manager status grants this permission to view Expediting Company Employees worklogs for all Exploration Companies.
View Region Worklogs	Always ON	Permission to view Expediting Company Employees worklogs as controled by Region designations.
View Location Worklogs	Always ON	Permission to view Expediting Company Employees worklogs as controled by Location designations.
Create Worklogs	Always ON	Permission necessary to record timesheets reflecting time spent on different expediting jobs, and other details
View Warehouse Control	Always ON	Permission to see what items are in the Expediter's Warehouse (presumably awaiting freighting to their destination).
Update Warehouse Control	Always ON	Permission to update the warehouse - either by shipping items out of the warehouse, or adding ad hoc items which wll need to be shipped (such as courier items received). Items which are recorded in CampControl as "purchased" automatically are added to the warehouse.
Update Utilities	Always ON	Permission to use the Utilities.
View Utilities	Always ON	Permission to see the Utilities menu button and data in the Utilities.
View Assign Orders	Always ON	Allows the User to view assigned orders.  To be able to assign order, the user must also have the "Update Location Orders In Progress" permission.  Orders can be assigned to different persons (Expediters) for purchasing, or directly to suppliers, who would then be expected to provision the items assigned to them for forwarding by the expediting company to the party which ordered them.
Update Assigned Orders	Always ON	Permission to make certain changes to orders which are assigned to an Expediter, Expediting Manager or Supplier for purchasing (See "Update Company Orders in Progress"). This is a necessary permission for anyone whose work it is to make purchases and record on CampControl what has (and has not) been purchased.
Manage Permissions	Always ON	Permission to manange users permissions.
View All Assigned Orders	Always ON	Permission to view all Assigned Orders.
Delete Discussion	Always ON
Create Air Charter Order	Always ON	May wish to do this on behalf of a client who communicates the need for an Air Charter other than by entering it as an Order in CampControl.
View Exploration Worklogs	Disabled	Permission to view Exploration Worklogs (timesheets) as data grids. (Viewing them as Reports is controlled by a different permission.)
View Reports	Always ON	View various reports, filtered and sorted by various criteria, and exportable in pdf or Excel format.
Send Freight With AutoReceive	Always ON	Permission to have CompControl show an item sent from one location and received in another location by the same person - thus skipping the step (period) while the item is in transit, and avoiding having to explictly use a second CampControl screen to mark the item as having been received at its destination.
Send InterLocation Transfer	Always ON	Permission to send any item from one Location to another using CampControl to record the transfer - including explicit documentation of reciept of the item at its destination.

See also