Difference between revisions of "Recall - Setting Up Enclosures"
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Before you can start using enclosures you need to create group to assign the enclosure to. | Before you can start using enclosures you need to create group to assign the enclosure to. | ||
http:// | http://www.optisoft.co.uk/wiki/images/optisoft/recall/maintainenclosuregroup.jpg | ||
*Click on the http:// | *Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen | ||
*Go to Maintain > Recall > Enclosure Groups | *Go to Maintain > Recall > Enclosure Groups | ||
*Enter the name for the new Enclosure Group | *Enter the name for the new Enclosure Group | ||
*To make the group active immediately click the Active checkbox. | *To make the group active immediately click the Active checkbox. | ||
*Click the http:// | *Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to save the new group | ||
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To set up the enclosure you need to specify the criteria and the actual text that will appear at the bottom of the recall letter. | To set up the enclosure you need to specify the criteria and the actual text that will appear at the bottom of the recall letter. | ||
*Click on the http:// | *Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen | ||
*Go to Maintain > Recall > Enclosures | *Go to Maintain > Recall > Enclosures | ||
http:// | http://www.optisoft.co.uk/wiki/images/optisoft/recall/enclosuretext.png | ||
*Enter the name for the enclosure in the Enclosure Rule text box | *Enter the name for the enclosure in the Enclosure Rule text box | ||
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*Click on the Criteria tab to set up the criteria for the enclosure, for example target age range. | *Click on the Criteria tab to set up the criteria for the enclosure, for example target age range. | ||
http:// | http://www.optisoft.co.uk/wiki/images/optisoft/recall/enclosurecriteria.png | ||
*Click the http:// | *Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to complete the new enclosure | ||
Latest revision as of 09:25, 20 February 2017
The recall enclosures are organised in groups. This enables you to keep your enclosures organised and also enabling you to turn on or off a number of enclosures quickly and easily.
Creating Enclosure Groups
Before you can start using enclosures you need to create group to assign the enclosure to.
- Click on the
in the top left of the screen - Go to Maintain > Recall > Enclosure Groups
- Enter the name for the new Enclosure Group
- To make the group active immediately click the Active checkbox.
- Click the
button to save the new group
Creating Enclosures
To set up the enclosure you need to specify the criteria and the actual text that will appear at the bottom of the recall letter.
- Click on the in the top left of the screen
- Go to Maintain > Recall > Enclosures
- Enter the name for the enclosure in the Enclosure Rule text box
- Enter a Short Code for the enclosure, this should be no more than 3 or 4 letters
- Enter the wording of the enclosure in the Enclosure text box. Keep in mind this will be added to the bottom of the recall letter so should be kept brief.
- Select the Enclosure Group to assign the new enclosure to by using the dropdown box.
- To activate the new enclosure tick the Active checkbox. This setting will be over-ridden by the activation status of the enclosure group that the enclosure is assigned to.
- Click on the Criteria tab to set up the criteria for the enclosure, for example target age range.
- Click the button to complete the new enclosure