| Info |
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This functionality is new as of version 4.0. |
| Excerpt | ||
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Alerts provide the ability to identify certain Clients, Episodes, Inventory Transfer Requests, Patients, Products, Purchase Orders, and Vendors that require special attention. |
| Tip |
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In order to have access to Add Transfer Request Comments & Alerts: One of the following must apply:
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| Note |
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In order for an Alert Type to appear in the 'Alert Type' drop-down list on the 'Add Inventory Transfer Comment / Alert' dialog, it must include the 'Inventory Transfer' Alert Category. Refer to Configure Alert Types. |
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To Add Comments and/or Alerts to an Inventory Transfer Request:
Navigate to the 'Inventory Transfer Request' screen → 'Transfer Log' tab.
The ‘Transaction Log’ tab won’t appear until the Inventory Transfer Request has been ‘Submitted’.
Click the ‘Add’ button.
Type the Comment/Alert text in the 'Comment' field.
Select the 'Alert' checkbox to create an Alert.
Select an Alert Type from the 'Alert Type' dropdown list.
Refer to Configure Alert Types.
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