Difference between revisions of "Creating a Reason"

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Latest revision as of 13:25, 9 July 2019

User Manual Contents

RgtArr.gif Introduction
RgtArr.gifSetting up your Trac system
RgtArr.gifGroup Settings
RgtArr.gifSections
DwnArr.gifReasons
B.gif Creating a Reason
B.gif Assigning Reasons to a Subcenter
B.gif Editing a Reason
B.gif Work Reasons
RgtArr.gifConsultants
RgtArr.gifStudent Records
RgtArr.gifAvailabilities
RgtArr.gifAppointment Scheduling
RgtArr.gifVisits
RgtArr.gifResources
RgtArr.gifList Management
RgtArr.gifKiosk
RgtArr.gifCustomize My Trac
Creating a Reason
Reasons are contained within your Center Profiles, so hover over the search glass icon on the right hand side of the Trac Navigation bar (top left corner of Main Menu) and choose Center Profiles. Click on your Center Profile.


CreatingReason1.png


Navigate to the Reasons tab and click on the Create New button.


CreatingReason2.png


In the pop up window that appears, enter a reason and click Add to create a Reason.


CreatingReason3.png


Your newly created Reason will then display in a List within your Reasons Tab.


CreatingReason4.png


You can also create Multiple Reasons at once by selecting List Options > Create multiple…


CreatingReason5.png


In the Enter Reasons window that appears, you can enter multiple reasons at once by separating each reason with an Enter or Return character. Click Add to save your reasons.


CreatingReason6.png