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 access the Settings icon and create a new Follow-up Delay reason.
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) New - Click to begin creating the new Follow Up Delay reason.
Create Reason
(D) Description - Edit what will appear for use in the system.
(E) Save - Click to make the Follow Up Delay reason available for use in the system and return to the Follow-up Delay list.
(F) Cancel - Click to discard any edits made and return to the Follow-up Delay list.
