SARS ANYWHERE ADMINISTRATION MANUAL INDEX A Access Code Maintenance add an Access Code... 15.1 change information about an Access Code... 15.2 copy an Access Code... 15.4 delete an Access Code... 15.3 overview... 15.0 special situations... 15.5 summary of access permissions by function... 15.6 Access Control (User Name Maintenance) set restrictions... 16.1 Additional Contacts add an Additional Contact description... 11.1 copy an Additional Contact description from another Location... 11.2 overview... 11.0 Additional Information add an Additional Information Question... 12.1 change an Additional Information Question... 12.3 change the display order of Additional Information Questions... 12.5 delete an Additional Information Question... 12.4 overview... 12.0 select Additional Info Warning Flags for display... 12.6 select Additional Information Questions for use... 12.2 Additional Info Flags select for display on Student Appointment and Drop-in Appointment screens... 12.6 select display order... 12.6 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... 17.8 reset a column... 17.7 Confirmation Settings allow and configure email confirmations... 10.2 allow and configure text confirmations... 10.3 configure print confirmations... 10.1 overview... 10.0 Contacts (see Additional Contacts) 2015 SARS Software Products, Inc. All rights reserved. Version 1.0 (6/21/2015)
Index ii D Database Settings overview... 7.0 set up ODBC Lookup to Host... 7.1
Index iii Date Picker using... Appendix B Drop-in Screen change default settings (Local Admin Settings)... 18.2 initial configuration steps... 18.1 overview... 18.0 E eadvising add an eadvising subject... 13.1 archive an eadvising subject... 13.6 change information about an eadvising subject... 13.3 copy an eadvising subject from another Location... 13.5 delete an eadvising subject... 13.4 overview... 13.0 select an eadvising subject for use... 13.2 eadvising Maintenance overview... 21.0 establish the webmail URL for eadvising (see Technical Manual) maintain eadvising messages... 21.1 email Messages allow and configure email confirmation... 10.2 e SARS Web Interface overview... 19.0 prepare to set up the configuration screen... 19.1 set up the e SARS configuration screen... 19.2 test the system... 19.3 Excluded Dates add an Excluded Date... 9.1 change the description of an Excluded Date... 9.3 delete an Excluded Date... 9.4 overview... 9.0 select or de-select Excluded Dates for each Location... 9.2 F G GoToAssist using... Appendix C GRID Settings establish Cutoff Days and select a Replacement Code... 3.7 establish Number of Columns to display... 3.8 establish Start Time and Stop Times... 3.1 establish the Begin Date... 3.1 establish Time Increment... 3.1 generate Excluded Dates and select Excluded Date Code... 3.2 include Saturday/Include Sunday... 3.6 overview... 3.0 select Booked Appointment Codes... 3.3 select the Default Master Schedule Code... 3.4 specify Maximum Schedule Code Length... 3.5 Group Codes add... 5.1 assign a reason code to a reason code group... 5.5, 8.2 assign a schedule code to a schedule code group... 4.3, 5.4
Index iv H assign a short name to a specialty code group... 5.6, 14.2 change information about... 5.2 delete... 5.3 overview... 5.0 use classes as specialty groups... 5.7 Help using... Appendix A I Info Flags (see Additional Information Flags) J K L Location Code defined... 2.0 Location Maintenance add a Location Code... 2.1 change Information about a Location Code... 2.2 delete a Location Code... 2.4 overview... 2.0 M Mask defined... 2.0 options... 2.1 Master Schedules add an occasional Saturday or Sunday... 17.1 overview... 17.0 Miscellaneous Settings allow multiple appointment reasons... 6.4 booked appointment tooltip... 6.13 comments tooltip for unbooked slots... 6.15 enable notification of appointment arrival... 6.1 enable private notes... 6.2 group appointment tooltip... 6.14 maximum concurrent appointments... 6.10 notepad templates... 6.11 overview... 6.0 primary ID format... 6.12 require appointment reason... 6.5 show activity times... 6.3 show term list... 6.6 student information... 6.16 use Public Viewer... 6.9 use short name assignments... 6.7 use student classes... 6.8
Index v N O P Properties (Location Code) defined... 2.0 Properties (Schedule Code) defined... 4.0 establish... 4.2 Public Viewer configure the Display Screen... 20.2 configure the Miscellaneous Screen... 20.4 configure the Settings Screen... 20.3 configure the Window Screen... 20.1 overview... 20.0 Q Quick Start Guide set up steps... 1.4 R Reason Codes add a Reason Code... 8.1 archive a Reason Code... 8.6 assign a Reason Code to a Reason Code Group... 5.5, 8.2 change information about a Reason Code... 8.4 copy a Reason Code from another Location... 8.3 delete a Reason Code... 8.5 overview... 8.0 Restrict Access (User Name Maintenance) S Schedule Code defined... 4.0 Schedule Codes add a Schedule Code... 4.1 archive a Schedule Code... 4.7 assign a Schedule Code to a Schedule Code Group... 4.3, 5.4 change Information about a Schedule Code... 4.5 copy a Schedule Code from another Location... 4.4 delete a Schedule Code... 4.6 overview... 4.0 properties... 4.2 Schedules (See Master Schedules) Student Information display or block... 6.17 Short Name Maintenance add a Short Name... 14.1 advisor deletions: overview... 14.5 assign a Short Name to a Specialty Group... 14.2 change information about a Short Name... 5.5, 14.4
Index vi T change the display order of Short Names on THE GRID... 14.3 delete data from THE GRID only... 14.4.2 fully delete a Short Name from a Location... 14.4.1 overview... 14.0 Templates add a blank template... 17.2 add a template based on another template... 17.3 copy a template... 17.4 delete a template... 17.6 reset a template... 17.5 Text Messages allow and configure (for appointment-related events)... 10.3 configure (for use with Waiting List)... 20.5 U User Name Maintenance add a User Name... 16.1 assign a User Name to additional locations... 16.2 change information about a User Name... 16.3 delete a User Name... 16.4 overview... 16.0 restrict user access... 16.1 V W Web Interface (see esars Web Interface) Weekend (User Name Maintenance) Y Z