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 into the Web Client as an Administrator to create a new script card.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Script Card Designer - Click to see a list of all script cards and create a new script card.
- (C) New Script Card - Click to create a new script card.
Name Card
- (D) Script Card Name - Click the placeholder to make this editable and enter the new script card’s name.
Assign the script to Locations - Note: A script card must be assigned to at least 1 location in order for it to be active in the system.
- (E) Assign to Locations - Click to open the Assign Script to Locations popup. This will provide you a full list of available locations which you can assign this script card.
- (F) Search - If the list of locations requires a lot of scrolling and you know the name, enter it here. The list will dynamically update as you type.
- (G) Select All - Click if you want to assign this script card to all locations you have access.
- (H) Select specific location(s) - Click to select a location. You can select multiple locations to assign at once.
- Assign Location - Once you have selected all the locations you want to assign, click the (I) right facing arrow to assign the location(s). This becomes enabled once at least 1 location is selected.
- (J) Done - Click once you have finished assigning all the locations you wish to assign the script card. This will close the popup and return you to the Script Card Designer.
- (K) Cancel - Click to discard any changes, close the popup and return to the Script Card Designer.
Save Script Card
- (L) Save - Click to save the script card and return to the list of active scripts. The newly created script card will appear in alphanumeric order.
- (M) Cancel - Click to cancel the creation process.
- (N) Discard - Click to discard your new script card and return to the Script Card Designer list. Click (O) Cancel to cancel the discard process and continue working with the script card.
