SARS ANYWHERE ADMINISTRATION MANUAL INDEX

Transcription

1 SARS ANYWHERE ADMINISTRATION MANUAL INDEX A Access Code Maintenance add an Access Code change information about an Access Code copy an Access Code delete an Access Code overview special situations summary of access permissions by function Access Control (User Name Maintenance) set restrictions Additional Contacts add an Additional Contact description copy an Additional Contact description from another Location overview Additional Information add an Additional Information Question change an Additional Information Question change the display order of Additional Information Questions delete an Additional Information Question overview select Additional Info Warning Flags for display select Additional Information Questions for use Additional Info Flags select for display on Student Appointment and Drop-in Appointment screens select display order Allow (Mon, Tue, Wed, Thur, Fri) (User Name Maintenance) Allow (Saturday, Sunday) (User Name Maintenance) Appendices Date Picker... Appendix B GoToAssist... Appendix C Help... Appendix A B C Columns copy a column reset a column Confirmation Settings allow and configure confirmations allow and configure text confirmations configure print confirmations overview Contacts (see Additional Contacts) 2015 SARS Software Products, Inc. All rights reserved. Version 1.0 (6/21/2015)

2 Index ii D Database Settings overview set up ODBC Lookup to Host

3 Index iii Date Picker using... Appendix B Drop-in Screen change default settings (Local Admin Settings) initial configuration steps overview E eadvising add an eadvising subject archive an eadvising subject change information about an eadvising subject copy an eadvising subject from another Location delete an eadvising subject overview select an eadvising subject for use eadvising Maintenance overview establish the webmail URL for eadvising (see Technical Manual) maintain eadvising messages Messages allow and configure confirmation e SARS Web Interface overview prepare to set up the configuration screen set up the e SARS configuration screen test the system Excluded Dates add an Excluded Date change the description of an Excluded Date delete an Excluded Date overview select or de-select Excluded Dates for each Location F G GoToAssist using... Appendix C GRID Settings establish Cutoff Days and select a Replacement Code establish Number of Columns to display establish Start Time and Stop Times establish the Begin Date establish Time Increment generate Excluded Dates and select Excluded Date Code include Saturday/Include Sunday overview select Booked Appointment Codes select the Default Master Schedule Code specify Maximum Schedule Code Length Group Codes add assign a reason code to a reason code group , 8.2 assign a schedule code to a schedule code group , 5.4

4 Index iv H assign a short name to a specialty code group , 14.2 change information about delete overview use classes as specialty groups Help using... Appendix A I Info Flags (see Additional Information Flags) J K L Location Code defined Location Maintenance add a Location Code change Information about a Location Code delete a Location Code overview M Mask defined options Master Schedules add an occasional Saturday or Sunday overview Miscellaneous Settings allow multiple appointment reasons booked appointment tooltip comments tooltip for unbooked slots enable notification of appointment arrival enable private notes group appointment tooltip maximum concurrent appointments notepad templates overview primary ID format require appointment reason show activity times show term list student information use Public Viewer use short name assignments use student classes

5 Index v N O P Properties (Location Code) defined Properties (Schedule Code) defined establish Public Viewer configure the Display Screen configure the Miscellaneous Screen configure the Settings Screen configure the Window Screen overview Q Quick Start Guide set up steps R Reason Codes add a Reason Code archive a Reason Code assign a Reason Code to a Reason Code Group , 8.2 change information about a Reason Code copy a Reason Code from another Location delete a Reason Code overview Restrict Access (User Name Maintenance) S Schedule Code defined Schedule Codes add a Schedule Code archive a Schedule Code assign a Schedule Code to a Schedule Code Group , 5.4 change Information about a Schedule Code copy a Schedule Code from another Location delete a Schedule Code overview properties Schedules (See Master Schedules) Student Information display or block Short Name Maintenance add a Short Name advisor deletions: overview assign a Short Name to a Specialty Group change information about a Short Name , 14.4

6 Index vi T change the display order of Short Names on THE GRID delete data from THE GRID only fully delete a Short Name from a Location overview Templates add a blank template add a template based on another template copy a template delete a template reset a template Text Messages allow and configure (for appointment-related events) configure (for use with Waiting List) U User Name Maintenance add a User Name assign a User Name to additional locations change information about a User Name delete a User Name overview restrict user access V W Web Interface (see esars Web Interface) Weekend (User Name Maintenance) Y Z