Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
ug19-01 [2020/11/13 13:22] – Shelley Hunter | ug19-01 [2022/06/28 09:59] (current) – Shelley Hunter | ||
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- | === New === | + | === New === |
- | Refers to | + | available from version **2.20.11** onwards. |
* Person Record - Blue Notify Bell button | * Person Record - Blue Notify Bell button | ||
* Fill Shift Wizard - Send Docs | * Fill Shift Wizard - Send Docs | ||
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{{: | {{: | ||
{{: | {{: | ||
- | The documents that you see in this view will depend on what you have been set up for, you see just documents, just compliance documents or both documents and compliance documents. \\ | + | The documents that you see in this view will depend on what you have been set up for, you see just documents, just compliance documents or both documents and compliance documents. |
- | If they are set up select the document pack from the drop down and it will automatically tick all the documents that are to be included in the pack. Alternatively you can manually select the documents you want to send by ticking the include in this pack box. \\ | + | If they are set up select the document pack from the Doc Pack drop down and it will automatically tick all the documents that are to be included in the pack. Alternatively you can manually select the documents you want to send by ticking the include in this pack box. \\ \\ |
- | It is possible to include an additional report and this can be selected from the Add Extra Reports button (the name of this button can be customised so may be called something else in your database. \\ | + | It is possible to include an additional report and this can be selected from the Add Extra Reports button (the name of this button can be customised so may be called something else in your database. |
- | You can choose whether to wrap the documents in one PDF or send as individual documents. | + | You can choose whether to wrap the documents in one PDF or send as individual documents. |
- | The Expand button will open the document so it can be previewed, if the document is a report this will be run in real time so the information populated will be what is sent out. \\ | + | The Expand button will open the document so it can be previewed, if the document is a report this will be run in real time so the information populated will be what is sent out. \\ \\ |
By default the archived documents will be hidden from view but they can be seen if you need to include them by clicking the Show Archived button. \\ | By default the archived documents will be hidden from view but they can be seen if you need to include them by clicking the Show Archived button. \\ | ||
The ? opens a legend to help you identify what the different colours mean. \\ \\ | The ? opens a legend to help you identify what the different colours mean. \\ \\ |