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Events
The Event Type admin is used to manage events of the following types:
- Schedule
- Ticklers
- Time Tracking
- Expenses
Note: Events shown with gray text are defined at the National level and cannot be deleted. However, custom Ticklers and/or Autodoc rules may still be configured for these Events.
To create a new Event Type, select
New from the toolbar.
Schedule
These events will appear on the calendar view which can then be synchronized to Lotus Notes. Once created, users can manage them by accessing the
Schedule menu, or by selecting
Schedule from the toolbar of the
Events tab while editing a case.
Ticklers
Once activated, these events will appear on the
Home screen as well as within the
Ticklers menu.
When creating or editing Ticklers, the
Reminder field is used to specify the default number of days before a Tickler becomes active for the user(s) the Tickler was sent to. For example, if a Tickler is due on 1/14/2013 with a 7 day reminder then the Tickler will appear on 1/7/2013. When new Ticklers are created the Reminder will be set to the default value and the number of days can be modified as needed.
| Tickler Maintenance |
When maintaining Ticklers, Offset Days is used to specify the number of days after the Tickler is automatically created that it will be due.
If more Tickler types are needed, please refer to the instructions under the Event Type Admin menu.
Note: Changes in Tickler Maintenance to not take effect until users login with a new session.
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| Autodoc Maintenance |
When adding each Autodoc, the ellipsis [...] button is used to browse and select the Template. Please see the Templates menu for more details about Template management.
Once selected, specify the default Generate, Print and Envelope options. Once triggered, these are the default options which will be selected. Users can modify these settings as needed each time a document is generated.
Note: Changes in Autodoc Maintenance to not take effect until users login with a new session.
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See also