Difference between revisions of "Maintaining the Recall Module"

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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.
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 +
<<Recall Type maintenance>>
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 +
*Click on the Recall module
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*Click on Type maintenance either using the on screen button, or via the Maintenance option in the toolbar
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*In the Name text box give your Recall Type a name
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*Click Save and then Back when you are finished, or use the Auto Save feature.
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*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
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*In the Name text box give your Recall Category a name
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*In the branch selector tick all the branches you want your new category to be available at
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*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
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*Now, type the Interval and select the Period and all necessary Templates you wish to be included in the Recall Band
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*At this point you can also tick the Auto tick box to make this Recall Band automated
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*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

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


Recall Enclosures

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