How do I add stages from a job profile?
Article ID
ias-1009
Article Name
How do I add stages from a job profile?
Created Date
17th September 2003
Product
IRIS Practice Management
Problem
I would like to add stages to an existing job profile. Is this possible and how can I do this?
Resolution
To add job stages to an existing job profile follow the steps outlined below
- Open IRIS Main Menu and click on IRIS Practice Management
- Log in as MASTER. The staff control panel will be displayed
- Click on Setup | Job Types/Profiles
- Highlight the job (e.g. Accounts) and click on View
- Click on the Profiles button. The Job Profile Maintenance screen will be displayed
- Click on the Add button
- Enter details relating to the new stage (e.g. Book in)
a) You can set up an automatic completion
b) You can also link an automail letter to a stage
c) You can set a particular staff member to the stage and then click on OK
- Use the up and down arrows to move into the desired location
- Click on Save.
Note: When you click on save Practice Management will re-number the stages and also update any client that has the job present. Any future jobs created will show the new stage on the client job profile
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