Difference between revisions of "Maintaining the Recall Module"
From Optisoft
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==Creating a Recall Type== | ==Creating a Recall Type== | ||
In order to create a Recall Type, follow the below instruction. | In order to create a Recall Type, follow the below instruction. | ||
| + | |||
| + | <<Recall Type maintenance>> | ||
| + | |||
| + | *Click on the Recall module | ||
| + | *Click on Type maintenance either using the on screen button, or via the Maintenance option in the toolbar | ||
| + | *In the Name text box give your Recall Type a name | ||
| + | *Click Save and then Back when you are finished, or use the Auto Save feature. | ||
| + | *Please note, by default, all Recall Types are available at all branches throughout the database | ||
==Creating a Recall Category== | ==Creating a Recall Category== | ||
In order to create a Recall Category, follow the below instruction. | In order to create a Recall Category, follow the below instruction. | ||
| + | |||
| + | <<Recall Category maintenance>> | ||
| + | |||
| + | *Click on the Recall module | ||
| + | *Click on Category maintenance either using the on screen button, or via the Maintenance option in the toolbar | ||
| + | *Select the Recall Type you wish your new Category to be under | ||
| + | *In the Name text box give your Recall Category a name | ||
| + | *In the branch selector tick all the branches you want your new category to be available at | ||
| + | *Click Save and then Back when you are finished, or use the Auto Save feature. | ||
==Adding Recall Bands== | ==Adding Recall Bands== | ||
In order to add a Recall Band to a Recall Category, follow the below instruction. | In order to add a Recall Band to a Recall Category, follow the below instruction. | ||
| + | |||
| + | <<Recall Band maintenance>> | ||
| + | |||
| + | *Click on the Recall module | ||
| + | *Click on Band maintenance either using the on screen button, or via the Maintenance option in the toolbar | ||
| + | *Select the Recall Type your relevant Category is under | ||
| + | *Select the Recall Category you wish to add your new Band to | ||
| + | *Now, type the Interval and select the Period and all necessary Templates you wish to be included in the Recall Band | ||
| + | *At this point you can also tick the Auto tick box to make this Recall Band automated | ||
| + | *Click Save and then Back when you are finished, or use the Auto Save feature | ||
| + | |||
==Recall Enclosures== | ==Recall Enclosures== | ||
Revision as of 16:08, 28 February 2017
Contents
Using the Template Editor
Creating a Recall Type
In order to create a Recall Type, follow the below instruction.
<<Recall Type maintenance>>
- Click on the Recall module
- Click on Type maintenance either using the on screen button, or via the Maintenance option in the toolbar
- In the Name text box give your Recall Type a name
- Click Save and then Back when you are finished, or use the Auto Save feature.
- Please note, by default, all Recall Types are available at all branches throughout the database
Creating a Recall Category
In order to create a Recall Category, follow the below instruction.
<<Recall Category maintenance>>
- Click on the Recall module
- Click on Category maintenance either using the on screen button, or via the Maintenance option in the toolbar
- Select the Recall Type you wish your new Category to be under
- In the Name text box give your Recall Category a name
- In the branch selector tick all the branches you want your new category to be available at
- Click Save and then Back when you are finished, or use the Auto Save feature.
Adding Recall Bands
In order to add a Recall Band to a Recall Category, follow the below instruction.
<<Recall Band maintenance>>
- Click on the Recall module
- Click on Band maintenance either using the on screen button, or via the Maintenance option in the toolbar
- Select the Recall Type your relevant Category is under
- Select the Recall Category you wish to add your new Band to
- Now, type the Interval and select the Period and all necessary Templates you wish to be included in the Recall Band
- At this point you can also tick the Auto tick box to make this Recall Band automated
- Click Save and then Back when you are finished, or use the Auto Save feature
