Maintaining the Recall Module

Using the Template Editor

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

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.

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 consist of Rules grouped together for ease of use.

Go to the Recall Module
Click on the Groups Maintenance button either via the toolbar, or via the on-screen button on the Enclosures tab.
Type a name for your Group and select which branches this group will be available at.
Click save.