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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

You must be signed in signed into the Web Client as an Administrator to access the Settings icon and edit Follow-up Delay reasons.

Access

  • (A) Settings icon - Click to access all available administrative settings.
  • (B) Follow Up Delay Reasons - Click to access the full list of Follow Up Delay reasons.

  • (C)Search - Search for a specific reason. The list will dynamically update as you start typing.


Edit Reasons

  • (D) Edit icon - Click the corresponding icon to edit a specific Follow-up Delay Reason.

  • (E) Description - Edit what will appear for use in the system.
  • (F) Update - Click to save edits and return to the Follow-up Delay list.
  • (G)Cancel - Click to discard any edits made and return to the Follow-up Delay list.