Difference between revisions of "Recall - Setting Up Enclosures"

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(Created page with "Setting Up Recall Enclosures 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...")
 
 
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Setting Up Recall Enclosures
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.
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
==Creating Enclosure Groups==
   
   


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://www.optisoft.co.uk/wiki/images/optisoft/recall/maintainenclosuregroup.jpg
 




*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
*Enter the name for the new Enclosure Group
*To make the group active immediately click the Active checkbox.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to save the new group
   
   


Click on the  in the top left of the screen
==Creating Enclosures==
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.  
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://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen
*Go to Maintain > Recall > Enclosures


Click on the  in the top left of the screen
http://www.optisoft.co.uk/wiki/images/optisoft/recall/enclosuretext.png
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.


http://www.optisoft.co.uk/wiki/images/optisoft/recall/enclosurecriteria.png


*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to complete the new enclosure
   
   


Enter the name for the enclosure in the Enclosure Rule test box
*[[Recall - Activating Enclosures|Activating Enclosures]]
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.




 
[[Recall|Back]]
 
Click the  button to complete the new enclosure
 
[[Recall - Activating Enclosures|Activating Enclosures]]

Latest revision as of 10:25, 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.

maintainenclosuregroup.jpg


  • Click on the optisoftorb.jpg 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 savebutton.jpg 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 optisoftorb.jpg in the top left of the screen
  • Go to Maintain > Recall > Enclosures

enclosuretext.png

  • 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.

enclosurecriteria.png

  • Click the savebutton.jpg button to complete the new enclosure



Back

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