Case Preferences Maintenance

Usage:

     Case Preferences and their values need to be entered in order to be able to set different preferences for the customers later on. Each customer may have it's own list of preferences related to products or departments which will be entered on the customer settings form. In order to be able to set up these lists the first thing to do is to enter the possible preferences on this form.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > Global > Laboratory Lists > Preferences

         V11 - LL-Preferences form

Case Preferences Configuration form

hmtoggle_arrow1How to Add a new preference

1.Click V11 - add preferenceson the left side of the form and the New Preference form will open.                                

2.Enter the new Preference name.

3.Check Multi Value field if later you want to allow more than one value to be selected for the specified Preference. However in this form you can enter as many values as you want for a preference, but you will not be able to select more than one value at the point the preference is added to the customer unless this option is checked.

4.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to change an existing preference

1.Select the Preference record you want to update by clicking on it.

2.Click the V11 - edit(edit icon that correspond to the selected record) and the Edit Preference form will open.                            

3.Enter the new name in the Preference field or change the Multi Value option.

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to remove a preference

1.Select the Preference you want to delete by clicking on it.

2.Click V11 - delete(delete icon that correspond to the selected record)

3.Select OK when prompted for confirmation. 

Please Note: Record will be deleted from the database, but you can add it back at any time.
hmtoggle_arrow1How to add values to a preference

1.Select the Preference for which you want to add values by clicking on it. If the selected preference already has values entered, the values will be displayed on the right list of the form. Otherwise this list will be empty.

2.Click on V11 - add value on the right side of the form. New Value for Preference form will open.

3.Enter the new Preference Value.

4.Click V11 - Save button to save the changes.
hmtoggle_arrow1How to modify preference values

1.Select the Preference record for which you want to update it's values.

2.Select the Value you want to update by clicking on the record in grid.

3.Click the V11 - edit(edit icon that correspond to the selected record) and the Edit Value for Preference form will open.

4.Enter new name in Preference Value  field .

5.Click V11 - Save button. Form will close and changes will be saved.
hmtoggle_arrow1How to delete preference values

1.Select the Preference and then select the Value you want to delete by clicking on it in the grid.

2.Click V11 - delete(delete icon that correspond to the selected record)

3.Select OK when prompted for confirmation. 

Please Note: Record will be deleted from the database, but you can add it back at any time.

 

See also:

Settings for more options