Attributes System Maintenance Quick Guide

For further information please see the Tutorial or Help screens.

Setting up Client Attributes

New Client Attributes can only be created by user with the appropriate permissions in IRISPTP. In System Maintenance, from the Main Menu or off the Pm icon in the system tray, go to Practice | Client Attributes. This will open up the window headed Client Attribute Maintenance. All existing Attributes with the ID and description will be displayed under the appropriate attribute category on the right.

Creating a New Attribute Category

From the Client Attribute Maintenance screen click on the Add Category button. This will open a window headed Create New Attribute Category. The fields that need to be filled in are the Visible ID and also a brief description of the Client Attribute Category.

Clicking OK will insert the new attribute category to the category list.

Creating a New Attribute

From the Client Attribute Maintenance screen click on the add attribute option. This will open a window headed Create New Attribute. The fields that need to be filled in are the Visible ID and also a brief description of the Client Attribute.

Clicking OK will insert the new attribute to the Client Attribute Maintenance list.

Deleting an Attribute

From the Client Attribute Maintenance screen highlight the Attribute that is to be deleted by left clicking once. Now click Delete Attribute.

• If an attribute is being used by a client then all instances of this will have to be removed. To identify which clients are linked to the attribute Data Mining can be used.

Changing Attribute Category Details

If an attribute category is created with incorrect details then the details can be changed. From the Client Attribute Maintenance screen highlight the Attribute Category and then left-click on the Change Category option. This will open a window headed Change Attribute Category, and will be the same screen as the Creating a New Attribute Category. All details can then be edited.

Changing Attribute Details

If an attribute is created with incorrect details then the details can be changed. From the Client Attribute Maintenance screen highlight the Attribute and then left-click on the Change Atrribute button. This will open a window headed Change Attribute, and will be the same screen as the Creating a New Attribute. All details can then be edited.

Print Button

There is a Print function within attributes allows a hardcopy of attributes and attribute categories that have been set up.