Description
The Setup tab displays the settings and properties that govern the Client Services module. Modify these elements to customize the module for your facility.
Access
AdminCenter > Manage > Client Services
Technical Manual
Defining Configurable Items
Use the Setup tab to configure interactivity settings for the Client Services module.
To the left of the Setup tab's page, you'll see a navigation menu of links. Select the link to view the details for that configurable item, including the name of the item, a brief description, its active status, and the option to edit the item. Each configurable item's page (except Settings) has the following options:
- Show active only: Select the checkbox to display only active records in the list. Clear the checkbox to display all active and inactive records in the list.
- Add: Select to add and define a new configurable item of that type.
- Edit: Select to modify the configurable item.
| Contact Type | Displays a list of contact type records. Select Edit to modify the item's Name, Description, or Active status. If you do not see the desired contact type, select Add and enter its Name, Description, and Active status to create a new one. Select Save to retain your changes. |
|---|---|
| Status | Displays a list of status records. Select Edit to modify the item's Name, Description, or Active status. If you do not see the desired status, select Add and enter its Name, Description, Closed/Open status, and Active status to create a new one. If desired, select the This status is considered closed checkbox to indicate that the status is closed. Select Save to retain your changes. |
| Priority | Displays a list of priority records. Select Edit to modify the item's Name, Description, Level, or Active status. If you do not see the desired priority, select Add and enter its Name, Description, Level, and Active status to create a new one. Select Save to retain your changes. |
| Reason | Displays a list of reason records. Select Edit to modify the item's Name (Reason), Description, or Active status. If you do not see the desired reason, select Add and enter its Name, Description, and Active status to create a new one. Select Save to retain your changes. |
| Department | Displays a list of department records. Select Edit to modify the item's Name, Description, or Active status. If you do not see the desired department, select Add and enter its Name and Active status to create a new one. Select Save to retain your changes. |
| Warehouse | Displays a list of warehouse records. Warehouses are where supplies under the control of the lab are held. If you want to track supplies, you should set up one supply per location you store them. This way, you can track shipments received and sent. If you just want to track supplies being shipped, you only need to use the default warehouse. Select Edit to modify the item's Name, Description, or Active status. If you do not see the desired warehouse, select Add and enter its Name and Active status to create a new one. Select Save to retain your changes. |
| Region | Displays a list of region records. Select to modify the item's Name, Description, Region Manager, or Active status. If you do not see the desired region, select Add and enter its Name, Description, Region Manager, and Active status to create a new one. Select Save to retain your changes. |
| Client Tier | Displays a list of client tier records. Select to modify the item's Name, Description, Level, or Active status. If you do not see the desired client tier, select Add and enter its Name, Description, Level, and Active status to create a new client tier. Select Save to retain your changes. |
| Settings | Displays all the settings for the module. Use the fields and options on this page to configure and customize the module's settings for your facility. See the "Configuring Module and Externally Created Items Settings" section below. |
Configuring Module and Externally Created Items Settings
Select the Settings link in the menu of links on the left side of the Setup tab to configure and customize the Client Services module settings. The options you set here affect behavior settings, lot settings, contact settings, route settings, supply settings, and default values for the different types of records used in the module. Modify these elements to customize the module for your facility.
Module
| Behavior Settings | |
|---|---|
| When a user opens an Item, lock it for other users | Select this checkbox to tell the system that when someone attempts to open an item that someone else currently has open; the item will state that it is locked. A lock symbol appears next to the locked item. When a user opens an item, lock its client for other users: Select this checkbox to lock all items for the chosen client of the locked item. Note: In order for this checkbox to be active, the above setting must be checked. |
| When creating a pickup, notify the user when the scheduled time is after the selected client's route hours on the scheduled day | Select this checkbox to display an alert when you try to schedule a pickup that is before or after the client's route hours. |
| When creating an external pickup, require a selected route | Select this checkbox to require users to select a route when creating a pickup request via the Request Pickup quick link. |
| When creating a shipment, notify the user when the scheduled time is after the selected client's route hours on the scheduled day | Select this checkbox to display an alert when you try to schedule a shipment that is before or after the client's route hours. |
| When assigning a task to a route, notify the user when adding tasks after a stop's cut-off time | Select this checkbox to allow you to configure cut-off times for route stops. This enables the checking of cut-off times. |
Label Settings | |
| Label for Items (Singular) | Enter the name you would like to use for the term Items throughout the Client Services module when referring to request calls or work done by customer service users. |
| Label for Items (Plural) | Enter the names you would like to use for the term Items throughout the Client Services module when referring to request calls or work done by customer service users. |
| Label for Department | Enter the name of the department you would like to use for the label throughout the Client Services module when referring to request calls or work done by customer service users. |
Lot Settings | |
| Allow negative counts for Supply Lots | Note The functionality of the Supplies tab will not change, regardless of this setting. Select the checkbox to allow supplies to be selected, even when inventory is not currently available. When this option is selected, your system allows lot counts to go below zero and displays those negative numbers throughout the Client Services module. Clear the checkbox to restrict any count to drop below zero. Note the following:
When this setting is changed, you are prompted to set all existing negative lot counts to zero. If you select Yes, every count that is less than zero will be changed to zero. If you select No, all negative lot counts will remain in the database. |
| New Contact Settings | |
| Default Contact Type | Enter text into the field to search for a contact type. Select the contact type that you want to use as the default by selecting its link. |
| New Item Settings | |
| Default Department | Enter the default department into the field. |
| Default Priority | Enter the default priority into the field. |
| Default Reason | Enter the default reason into the field. |
| Default Status | Enter the default status into the field. |
| Require Assignee | Select this option to require an assignee. |
| Require Client | Select this option to require a client. |
| Require Contact | Select this option to require a contact. |
| Require Department | Select this option to require a department. |
| Require Description | Select this option to require a description. |
| Require Priority | Select this option to require a priority. |
| Require Reason | Select this option to require a reason. |
| Require Resolution | Select this option to require a resolution. |
| Require Status | Select this option to require a status. |
| Require Summary | Select this option to require a summary. |
| By default, check "Add resolution as order comment to linked orders" | Select this option to have the Add resolution as order comment to linked orders checkbox selected by default. The Add resolution as order comment to linked orders checkbox is located on the Edit Item pop-up and tells your system to add the item's resolution as an order comment to linked orders on the item. |
| New Location Settings | |
| Default Client Tier | Enter text in the field to search for a client tier. Select the client tier that you want to use as the default by selecting its link. |
| Default Region | Enter text in the field to search for a region. Select the region that you want to use as the default by selecting its link. |
| Notification Settings | |
| Field Code | Select a field code from the drop-down list to specify a field code for notifications. Body: After selecting a field code, the text area is automatically populated. This text can be edited if necessary. |
| Route Settings | |
| Always display STAT pickups first in a Route Stop's Task List | Select the checkbox to always display STAT pickups first in the task list.
|
| Request time for new pickups and STAT pickups must be at least ___ ___ in the future | Select the checkbox to have your system require new pickups and STAT pickups to be scheduled for a minimum amount of time in the future. The setting can be configured as either hours or minutes by entering a value in the available field and by selecting an option from the drop-down list. |
| Minutes | Select the option from the drop-down list. Enter and select the amount of time for how far in the future pickups must be requested in the field and from the drop-down list. |
| Hours | Select the option from the drop-down list. Enter and select the amount of time for how far in the future pickups must be requested in the field and from the drop-down list. |
| Do not require time fields on pickups and shipments | Select the checkbox to allow pickups and shipments to be saved without a scheduled date/time. |
| Date | Displays the date. |
| Scheduled Date | Displays the scheduled date for the pickup. |
| Route | Enter text to search for and select a route. |
| Edit Route Group | Select to edit the route group. |
| Edit Route | Select to edit the route. |
| Apply the following default sort order when adding Tasks and Clients to a Route in Pop-up view | Select the checkbox to apply default sort orders when adding specific tasks and clients to a route. The Default Sort Settings found in the drop-down lists are applied when adding tasks/clients to a route in a Pop-up View. |
| Apply the following default sort order when dragging and dropping Tasks and Clients onto a Route or Route Group in Tree View | Select the checkbox to apply default sort orders when dragging/dropping tasks and clients onto a route or route group. The Default Sort Settings found in the drop-down lists are applied when dragging/dropping tasks/clients onto a route/route group in a Tree View. |
| Default Sort Settings | Select an option from the drop-down list. Select either Do not use, Route Stop City, Route Stop Name, Route Stop State, or Route Stop ZIP/Postal Code from the three drop-down lists. |
| Supply Settings | |
| By default, Supply History will display the previous ___ ___ | Select the checkbox to specify the default number that the Supply History should display. Days: Select the day. The default value is 30 days. Months: Select the month. The default value is 30 days. |
| Start | This setting controls the default value that populates the Start time displayed in a client's Supply History pop-up. |
| When entering expiration dates for Lots, do not display time fields | Select the checkbox to tell the system to hide the time fields when entering expiration dates for lots. |
| Default Warehouse for new Supply Shipments | Enter text in the field to search for and select a default warehouse for new supply shipments. This setting is plugged into the Client Services page where new Supply Shipments can be created, sent, received, or moved. |
| Warehouse | When the pop-up only includes one search-as-you-type field, this field will use the default setting. When the pop-up includes both a sending and receiving Warehouse, the value is used for the Sending warehouse. |
| Item Settings | |
| Custom Open Item Colors | The settings in this section allow you to color code the length of time that items are open in Client Services Items. |
| Hours since open | Enter text in the fields to specify the number of hours. |
| Sort | Select to sort the different rows in order of how they should appear on the page. Enter values in the first field to specify time, and the second field displays the hexadecimal color code. |
| Add | Select to add a row. |
| X | Select to remove the row from the section. |
Externally Created Ticket Numbers
Modify the settings in the Externally Created Items section to affect options related to the Client Services module that are located within your system, but outside of the module.
| Use module defaults for Item values | Select the checkbox to use the same item label values throughout the system that you set in the Module section. |
|---|---|
| Client Services Button Label | Enter the desired text for the Client Services Button Label. Note This is the button that users will select to make requests through the Client Services module. |
Buttons
| Save | Select to save your changes. |
|---|---|
| Discard Changes | Select to clear your changes. |
