Objective
You want to understand how LOBs are associated with locations, services, and staff within Coconut and how to manage these associations.
Understand Line of Business associations with resources
The Multi LOB add-on allows you to associate business units with key resources in Coconut.
Services can be associated with one Line of Business
Locations can be associated with one or more Lines of Business
Staff can be associated with one or more Lines of Business
Resources that are not directly associated with Lines of Business may have an implied relationship through locations, services, or staff (e.g., meetings are associated with the LOB of the service)
Manage Line of Business associations for Locations
Manage LOB associations for locations through the Location management section of Coconut.
Navigate to the Locations management section
When creating a new location or editing an existing one, you will see a section to associate the location with one or more LOBs
This will show the list of currently associated Lines of Business
LOBs can be removed from this list
Select the relevant Lines of Business for the location from the drop down list
Click Save
NOTE: When accessing Coconut at the LOB-level, all associated LOBs with a location will be displayed, but you can only modify associations for LOBs you are part of.
NOTE: When creating a location at the LOB-level, the Line of Business for the location will be preset to the current LOB.
Manage Line of Business associations for Services
Manage LOB associations for services through the Service management section of Coconut.
Navigate to the Services management section
When creating a new service or editing an existing one, you will see a section to associate the service with one LOB
Select the relevant Line of Business for the service
Click Save
NOTE: When accessing Coconut at the LOB-level, the associated LOB for the service can be viewed but not changed.
NOTE: When creating a service at the LOB-level, the Line of Business for the service will be preset to the current LOB.
Manage Line of Business associations for Staff
Manage LOB associations for locations through the Staff management section of Coconut.
Navigate to the Staff management section
When creating a new staff profile or editing an existing one, you will see a section to associate the staff with one or more LOBs
This will show the list of currently associated Lines of Business
LOBs can be removed from this list
Select the relevant Lines of Business for the staff
Click Save
NOTE: When accessing Coconut at the LOB-level, all associated LOBs with a staff member will be displayed, but you can only modify associations for LOBs you are part of.
NOTE: When creating a staff at the LOB-level, the Line of Business for the staff will be preset to the current LOB.
Hot Tip!
Periodically review the LOB associations for your locations, services, and staff to ensure data accuracy and proper functionality within each business unit.
Line of Business information in Staff Assignments
When managing staff assignments to locations and services, LOB information will be displayed to provide context, and safeguards are in place to ensure staff cannot be assigned to locations or services that are not associated to the same Lines of Business as the staff.
Staff LOB information
The associated Lines of Business will be displayed in the header beside the staff name.
Location LOB Information
When selecting or searching a location to assign, the location’s associated Lines of Business will be displayed under the location name.
The staff can only be assigned to locations that have a common LOB with the staff.
Service LOB Information
When viewing a specific location to assign services, the services will be grouped by the LOBs associated with the location.
The staff can only be assigned to services that have a common LOB with the staff.
Hot Tip!
Remove all service and location assignments before removing the Line of Business association from a staff profile. If the LOB is removed before the assignments, these will become locked and will not be editable without re-adding the LOB to the staff profile.
Non-LOB Specific Resource Data
Some resource data, such as Location Hours, Staff Hours, Adjustments, Staff Groups, and Service Categories, are not directly tied to specific Lines of Business. Changes made to these resources will have global effects across all Lines of Business.
Disclaimers will be shown when editing these resources to inform of this.