Blocking Association of Individuals and Contracts

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Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Blocking association of individuals and contracts Instructions for Navigating in the Training Module This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen. To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard. To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard. To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

Transcript of Blocking Association of Individuals and Contracts

Page 1: Blocking Association of Individuals and Contracts

Cisco Confidential 1© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Blocking association of individuals and contracts

Instructions for Navigating in the Training Module

This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen.

To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard.

To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard.

To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

Page 2: Blocking Association of Individuals and Contracts

Cisco Confidential 2© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Blocking a single contract for one or more individuals

Page 3: Blocking Association of Individuals and Contracts

Cisco Confidential 3© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Manage by NumberBlocking an Addition to a Cisco.com Profile - Screen 1 of 2

To Block a Contract Number from being added to a Cisco.com profile using the Manage by Number screen:

Choose a Contract Number.

Enter Contract Number that you manage.

OR

Select Block contract addition to Cisco.com profile.

Click the Submit button.

Select Block contract addition to Cisco.com profile.

Click on the Submit button. Note: You cannot see a Contract Number in the tool unless that number is in your Cisco.com profile and you are set up to manage it.

OR

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Page 4: Blocking Association of Individuals and Contracts

Cisco Confidential 4© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Blocking 1) deletes the Contract Number from the individual’s profile and 2) blocks the Contract Numbers you select. Cisco will then be unable to add the Blocked Contract Numbers to that individual's profile.

This may affect the individual’s ability to use other Cisco applications.

Contract Number - Manage by NumberBlocking an Addition to a Cisco.com Profile - Screen 2 of 2

Once a Contract Number has been chosen and the action Block Contract addition to Cisco.com profile has been selected:

Screen 2 of 2:Select one, many, or all individuals from the list.

Click on the Submit button.

A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as each individual.

Or, search for an individual and select them.

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Page 5: Blocking Association of Individuals and Contracts

Cisco Confidential 5© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Blocking a single individual from one or more contracts

Page 6: Blocking Association of Individuals and Contracts

Cisco Confidential 6© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Manage by NameBlocking an Addition to a Cisco.com Profile - Screen 1 of 2

To Block a Contract Number from being added to a Cisco.com profile using the Manage by Name screen:

Select Block contract addition to Cisco.com profile.

Click on the Submit button.

Choose the individual.

Screen 1 of 2:Select a search attribute from the drop down list.

A list of individuals who match the search attribute and criteria you entered will appear.

Enter the information you want to search for.Click on the Search button.

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Page 7: Blocking Association of Individuals and Contracts

Cisco Confidential 7© 2013-2014 Cisco and/or its affiliates. All rights reserved.Last Updated: April 2014

Contract Number - Manage by NameBlocking an Addition to a Cisco.com Profile – Screen 2 of 2

Once an individual has been chosen and the action Block contract addition to Cisco.com profile has been selected:

Screen 2 of 2:Select one, many, or all Contract Numbers from the list.

Click on the Submit button.

A success message will be displayed. An email confirmation will be sent to all Administrators for that Contract Number as well as the individual.

Blocking 1) deletes and 2) blocks the Contract Number(s) you select. Cisco will be unable to add the Blocked Contract Number(s) to the individual's profile.

Blocking the Contract Number may affect the individual’s ability to use other Cisco applications.

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