Difference between revisions of "Maintaining the Recall Module"

Revision as of 16:35, 17 March 2017

Using the Template Editor

Creating a Recall Type

In order to create a Recall Type, follow the below instruction.

• 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.

• 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.

• 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 consist of Rules grouped together for ease of use.

Creating Recall Enclosure Groups

Creating Recall Enclosure Rules

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