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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