Set up event types, classes and actions
IT Manager Practice Admin
Events have three levels of detail. Each level needs to be linked by category code. There must be a category called Event Type with a code of EVTypes in the Category of Categories list. If this category does not exist, please see the following instructions:
Create the event type category
-
Select Admin > Categories from the menu.
-
Select General Categories from the list, then select Category of Categories.
-
Click Add, then enter a Code of
EVTYPES
and a Description ofEvent Types
, then click Save.
If event actions are to used, you will need to create an additional event action category using the previous instructions, setting the Description as [Text]
, Actions
or similar.
Create event types, classes or actions
-
Select Admin > Categories from the menu.
-
Select General Categories from the list, then select Event Types.
-
Click Add, then enter a Code and Description for the event type, class or action. Click Save.
-
Select Admin > Categories from the menu.
-
Select Main Categories from the list, then select Job Note Types.