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For further information please see the Job Profile Maintenance Edit Quick Guide or Tutorial. Alternatively please see the Job Profile Maintenance Help screen.
To access this screen, go to Launch | System Maintenance in the Staff Control Panel. Then select Practice | Job Types / Profiles. Then select the appropriate job type and click Profiles. Then click Edit.
This screen controls details relating to editing stages to the profile for the job. When editing a stage information relating to the description of the stage can be amended. Further information can be edited including:
Automatic completions (if a standard system job type)
Staff member responsible for the stage. You can now allocate one particular staff member to one job stage
Due dates
Include stages for certain client types
An Automail letter attached to the particular job stage.(Automail license needed)
A job can be completed by nominating a job stage for completion
This edited stage, when saved, will update all existing jobs to reflect the changes made.