Difference between revisions of "Maintaining the Recall Module"
From Optisoft
(→Creating Recall Enclosure Groups) |
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==Recall Enclosures== | ==Recall Enclosures== | ||
| − | Recall enclosures consist of Rules grouped together for ease of use | + | Recall enclosures consist of Rules grouped together for ease of use |
| + | |||
===Creating Recall Enclosure Groups=== | ===Creating Recall Enclosure Groups=== | ||
*Go to the Recall Module | *Go to the Recall Module | ||
| − | *Click on | + | *Click on Group maintenance either using the on screen button on the Enclosures tab, or via the Maintenance option in the toolbar |
| − | *Type a name for your Group and select which branches this group will be available at | + | *Type a name for your Group and select which branches this group will be available at |
| − | *Click | + | *Click Save and then Back when you are finished, or use the Auto Save feature |
===Creating Recall Enclosure Rules=== | ===Creating Recall Enclosure Rules=== | ||
Revision as of 16:39, 17 March 2017
Contents
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
- Go to the Recall Module
- Click on Group maintenance either using the on screen button on the Enclosures tab, or via the Maintenance option in the toolbar
- Type a name for your Group and select which branches this group will be available at
- Click Save and then Back when you are finished, or use the Auto Save feature
