Lab Document Structure Setup Tab
- Checkmarx Bot (Unlicensed)
- Cathy Allison
Document Structure Setup Tab
The Document Structure Setup Tab is where you can create "folders" for documents at the accession or client level to help keep them more organized.
These folders allow for any name to allow for the flexibility to meet your lab's needs. Only one Document Category can be the default for accession or clients at a time, however.
Accession Document Categories
These categories impact the Document(s) tab on the Accession screen.
Categories cannot be deleted after they are added, to preserve historical data. If a category will no longer be used, you can set it as inactive.
Click on the Save button to apply changes.
The System Restrict button prevents users from adding documents to these categories, instead limiting it to API or other automatic actions.
Client Document Categories
These documents impact the categories available on the Clients tab.
New Document Category
Click the New Document Category button to add a new category. The Edit/New Document Category window will open.
| Field | Description |
|---|---|
| Category Group | Choice between the Accession group and the Client group. The new document will be added to the appropriate sub window. |
| Category Name | The name of the new category as you want it to appear throughout the rest of the system. |
| Active Flag | Whether this category is active or not. Inactive categories will not be able to have new documents added, but will still appear on client or accessions if they were attached previously. |
| Default Report Category Attach YN | Indicates that any document added in this group should default to being attached to the Accession report. |
VetView Wiki Most recent releases of VetView: Version 4.1.3 Hotfix (Released 2/16/2024)