Appointment

This screen allows you to create/view/edit the details for each Appointment Type. This and Organisation|Schedule determine what appointment types can be made.

The fields are as follows:

Appointment Type - it's name
Description - you can use this to clarify the type of appointment
Colour - used to set the colour used to identify appointment types in the schedule screen. You use the mouse to select the colour via the colour and luminosity/hue boxes.  If you want to check the colours of the different appointment types, the easiest way to do this is to view the appointment type and then to use the Next and Previous buttons to run back and forth through the different types.
Note that you should avoid the 'light cream' colour f2f3b3 which displays as follows:
because this is used to highlight the selected item on the Workflow|Scheduling screen.
Active - uncheck the box to deactivate the Appointment Type
Online Booking - determines if this appointment type is available for online booking
Send Appointment Reminders - if this box is checked, SMS reminders may be sent automatically for appointments with the appointment type, providing that their schedule also has Send Appointment Reminders checked.

Cage Type

This screen allows you to create/view/edit Cage Types.

These are used to:

• indicate that an appointment Schedule is used for boarding or in-hospital stay
• determine charges for the Schedule

The fields are as follows:

• Name - the name of the Cage Type
• Description - the description of the Cage Type
• Active - determines if the Cage Type is active or inactive. If it is inactive, it is not available for selection.
• First Pet Product - Day - the product that is charged for day boarding
• Second Pet Product - Day - the product that is charged for day boarding for other pets belonging to the same customer in the same cage (i.e. the first pet is charged using the First Pet Product - Day). Optional
• First Pet Product - Overnight - the product that is charged per night for one pet.
• Second Pet Product - Overnight the product that is charged per night for other pets belonging to the same customer in the same cage (i.e. the first pet is charged using the First Pet Product - Overnight). Optional.
• Late Checkout Time - the time after which a fee is charged for late checkout. Optional.
• Late Checkout Product - the product that is charged for late checkout. Optional.

The products may be templates with weight rules, in order to support weight-based charging.  

Cage Type Invoicing Rules

All charges are based on the time of check-in, and time of check-out. The appointment times are not used charging purposes.

Single Pet

Single pets are charged the First Pet Product - Day, if they check-in and out on the same day.
If they stay multiple days, they are charged First Pet Product - Overnight, with the quantity determined set to the number of days beween the current date and the pet's visit date. Any time is ignored.

Multiple Pets, Same Cage

If a customer has multiple pets in the same cage, and the pets are entering and leaving on the same days:

• The heaviest pet is charged as per the Single Pet rule above. The heaviest pet is selected to ensure that weight based templates are applied uniformly.
• For single day stay, subsequent pets in the cage are charged Second Pet Product - Day, if present. If none is defined, they will be charged First Pet Product - Day.
• For multiple day stay, subsequent pets in the cage are charged Second Pet Product - Overnight, if present. If none is defined, they will be charged First Pet Product - Overnight.

Multiple Pets, Same Cage, Different Days.

If a customer has multiple pets in the same cage, but the pets are entering and leaving on the different days, the Single Pet rule above applies to each pet.

Multiple Pets, Different Cages

Multiple pets in different cages are each charged using the Single Pet rule above.

Late Checkout

If a Cage Type specifies a Late Checkout Time and Late Checkout Product, and the time at checkout is greater, then the Late Checkout Product will be charged, with quantity 1.

Note:

• the late checkout charge does not apply if the pet overstays, but leaves before the Late Checkout Time. It will be charged for the additional day(s) using the rules above.
• if a customer does a late checkout and has multiple pets, the Late Checkout Product for each Cage Type may be charged to the invoice.

Calendar Block

Calendar Block Types are used by Calendar Blocks to:

• determine how the Calendar Block is displayed
• reserve Calendar Blocks to specific customers

The fields are:

Name - the name of the Calendar Block Type
Description - optional description
Colour - used to set the colour used to identify blocks in the schedule screen. You use the mouse to select the colour via the colour and luminosity/hue boxes.  If you want to check the colours of the different types, the easiest way to do this is to view the type and then to use the Next and Previous buttons to run back and forth through the different types.
Note that you should avoid the 'light cream' colour f2f3b3 which displays as follows:
because this is used to highlight the selected item on the Workflow|Scheduling screen.
Active - uncheck the box to deactivate the Calendar Block Type
Reserve For Account Types - specifies any Customer Account Types to reserve times for.
Reserve For Customer Types - specifies any Customer Types to reserve times for.

Discount

This screen allows you to create/view/edit the Discount Types. See also Concepts|Discounts.

The fields are as follows:
Name - the name of the discount
Description - a description that serves to clarify the name
Discount Type - either Percentage (ie a percentage of the amount), Fixed (ie a fixed amount), or At-cost + Rate + Tax
Rate - either the fixed amount (for the Fixed type), or the percentage amount (for the Percentage and At-cost types)
Include Fixed Amount - check this box if the discount is to apply to the fixed component of the product price as well as its unit component
Active - uncheck this box to deactivate the discount

Note that the 'At-cost + Rate + Tax' type is so-named to reflect how the discount amount is calculated. Whereas with a Percentage discount of 10%, the sale price is reduced by 10% and thus the discount amount is 10% of the original sale price.

With an At-cost discount of 10%, the item is sold for (cost+10%)+tax, and thus the discount amount will depend on the markup.

Discount Group

This screen allows you to create/view/edit the Discount Groups. These are used to group together Discounts so that multiple discounts can be more easily set for a customer or patient. See also Concepts|Discounts.

The fields are as follows:
Name - the name of the discount group
Description - a description that serves to clarify the name
Active - uncheck this box to deactivate the discount group

Discounts Tab - used to add and delete the discount types in the group. Its fields are:
Discount - enter the name of the Discount or use the binoculars to display a list to select from
From and To Dates - these define the inclusive dates between which the discount applies. The From date is mandatory, the To date can be left unspecified and in this case means 'forever'.

Note that you cannot add the same discount type more than once, ie the group can only contain one of each discount type.
 

Online Booking Times

Online Booking Times can be used to specify the availability of an appointment Schedule for the purposes of online booking.

This can be used to restrict the days and times that a schedule is available.

The fields are:

Name - the name of the Onbline Booking Time type
Description - optional description
Active - uncheck the box to deactivate the Online Booking Time type

For each day of the week, the Opening Times are set as:

• Open flag indicates if the schedule is open or closed
• Start indicates the time that online bookings can start for that day
• End indicates the end of the last appointment for that day

Patient Alert Type

This screen allows you to create/view/edit the details for Patient Alert Types.

The fields are as follows:

Name - the Alert's name
Description - the Alert's description
Reason - a default reason. This will be copied to the Reason field of the Patient Alert
Priority - can be set to High, Medium or Low. If there are too many alerts for the display space, higher priority ones get preference.
Mandatory Alert - if ticked, Patient Alerts with this alert type will be displayed in a popup window, when a patient is selected that has the alert. Users must acknowledge the alert. Acknowledgement is only required once in a 24 hour period.
Colour - used to set the colour used for the alert. You use the mouse to select the colour via the colour and luminosity/hue boxes.
Duration - used to specify a default duration for alerts. Leave empty if alerts shouldn't have an end date
Interactive - if ticked, a Patient Alert editor will be displayed when products that link to the alert type are invoiced.
Class - an optional classification for the alert. OpenVPMS provides two types by default, Allergy and Aggression. (These are set via Administration|Lookups|Patient Alert Class.) Patient alerts with these classifications will be sent to HL7 interfaces, and Smart Flow Sheet.
Active - uncheck the box to deactivate the alert type

Product

This screen allows you to create/edit/view the details for each Product Type. Each Merchandise, Medication, and Service Product can be given a Product Type. These allow you to:

a) determine how the product appears on the invoice
b) set different taxes by product type
c) set different discounts by product type

The fields are as follows:
Product Type - it's name
Description - you can use this to clarify the type of product
Invoice Sort Order - the lower the number set here, the earlier the item appears on the invoice. See below.
Detail on Invoice - untick this box if you want all the invoice items of the same type combined as one line item on the invoice. See below.
Active - uncheck the box to deactivate the Product Type
Pharmacy - this is only required if you use the HL7 facility where it is used the set a Pharmacy or Pharmacy Group for all products of this Type
Synchronise with Smart Flow Sheet - determines if products of this type will be synchronised with Smart Flow Sheet.

Taxes tab
This is used to display/set the taxes applicable to the Product Type. To adjust, click the tax in the Available or Selected box and then click the > or < button respectively.

Discounts tab
This is used to display/set the discounts applicable to the Product Type. The fields are as follows:
Discount - enter the Discount Type or click the binoculars to select one. Note that you cannot attach Discount Type Groups to a Product Type, only a Discount Type. You can add one or more.
From Date - the date from which the discount will apply
To Date - the date to which the discount will apply - left unspecified this means 'forever'

 

Invoices and Product Types

If you are using the standard invoice documents (or customised ones based on the standard versions), then invoice format depends on the 'Use Product Types' setting in the Letterhead record. If this is unchecked, then the Product Type is ignored.  If it is checked then:

1. the line items are grouped by patient, date, then by Invoice Sort Order, then by product name.
2. if Detail On Invoice is not checked for a given Product Type, then the product line items with that type are not displayed and only the total for the Product Type is shown. If the total is zero the line will be suppressed.  Hence if you have some 'no charge' products (such a dummy products used only to create a set of reminders) then you can assign them Product Type 'No Charge' and set this without the Detail On Invoice flag set, and if all the No Charge products do in fact have no charge, then the No Charge line will be suppressed.

Reminder

This screen allows you to view/edit the details for each Reminder Type.  For general information on the Reminder system, see Concepts|Reminders. See also Stopper Reminders and Switch Reminders below.

The fields are as follows:
Name - its name
Description - you can use this to clarify the type of reminder
Active - uncheck the box to deactivate the Reminder Type
Group By - you can select None, Patient or Customer.  Use None if you want individual reminders generated; use Patient to group multiple reminders for the one patient on one reminder, and use Customer to group multiple reminders for the customer's patients on one reminder.  See also the Grouped Reminders discussion below.
Interactive - check this box if you want confirmation when this type of reminder is generated as a result of using a product to which the reminder is attached (such as a vaccination). Note that this sets the default setting of the Interactive flag for this reminder. However, each product that uses this reminder can have its own setting of the Interactive flag.  Specifically, this means that if you have existing products using this reminder, then altering the Interactive setting here will have no effect - you will have to go and set the Interactive flag as required for each product that uses this reminder.
Reminder Interval - the period from the time that the reminder is created until it is due
Cancel Interval - the period of time after a reminder is due that it is automatically cancelled. This should be set to be a little more than the reminder count Interval set for the "last" template that you have - ie the one with the highest Count. If you set it less than the last Interval, then the reminder will be cancelled before all the reminders that you planned have been sent.
Sensitivity Interval - the period that determines the colour of the reminder when displayed on the Patient Information & Medical records screens when you click the Reminders bell icon in the left panel. It shows as follows:

If a given reminder has a sensitivity period of two weeks,  then up until two weeks before the reminder is due, it will be shown in green; in the two weeks prior to and after the due date, it will be shown in orange; and after two weeks after the reminder date, it will be shown in red.
Note - an optional note that can be used in reporting, or on reminders, or simply as an extended description.

Counts

The Counts tab determines how reminders are sent. There should be at least one Reminder Count defined. Multiple Reminder Counts can be used so that different reminder notices are generated for the initial reminder and first, second, etc overdue notices.

The fields are as follows:
Count - this is the reminder number, 0 for the initial one, 1 for the second etc.
Interval - the period from the reminder Due Date when the reminder should be sent. The interval can be:

• negative, indicating that the reminder should be sent prior to the Due Date
• zero, indicating that the reminder should be sent on the Due Date
• positive, indicating that the reminder should be sent after the Due Date

Template - required if a Reminder Rule indicates that reminders should be emailed, SMS'ed or printed. Enter the name of template or use the binoculars to search for one. Notes:

1. The template must have its Type (see Templates) set to Patient Letter or Form, and depending on the Rules, will need to have an Email and/or SMS template specified.
2. If the reminder is being sent by SMS, then the template Content is ignored and the specified SMS Template determines the text that is SMS'ed
3. If the reminder is being sent by Email, then the specified Email Template is used to generate the email itself. If 'Email Reminders as Attachments' is checked in the Reminder Configuration settings, then the template Content is used to generate the attachment otherwise the template Content is ignored and not used.

Rules

These determine how individual Reminder Counts are sent.

A Reminder Count may specify multiple rules. These are processed in order, until one is satisfied.

Each rule contains the following options, one or more of which may be selected:

• Contact - use the customer's contacts that have Reminder purpose to determine if the reminder should be printed, emailed or SMS'ed. If multiple contacts have a Reminder purpose, then Send To determines which are used.
• Email - using the customer's preferred Email contact (or first if no preferred), email the reminder to the customer
• SMS - using the customer's preferred Phone contact (or first if no preferred) with Allow SMS enabled, send the reminder via SMS
• Print - using the customer's preferred Location contact (or first location if no preferred), print the reminder for mailing to the customer
• List - list the reminder on the Patient Reminders Report
• Export - export the reminder to a CSV file. See here for the export format.
• Send To - may be one of:
  • First - send to the first matching contact. This is the default.
    E.g. if both Email and SMS is selected, the rule is satisfied if the customer has either contact.
    The precedence is Email > SMS > Print
  • Any - send to any matching contact. If a customer doesn't have a contact, then the rule isn't satisfied.
    E.g. if both Email and SMS is selected, the rule is satisfied if the customer has either contact, and the reminder will be sent to each one
  • All - send to all specified contacts.
    If a customer doesn't have a contact, then the rule isn't satisfied.
    E.g. if both Email and SMS is selected, the rule is only satisfied if the customer has both Email and SMS contacts.
    NOTE: if a customer has multiple contacts of the same type (e.g two email addresses), only one will be selected to receive the reminder

If no rule is satisfied, then the Reminder will be processed as per List.
E.g. A Reminder Type might specify the following:

• Reminder Count = 0
  • Rule 1: Contact, Send To = All
  • Rule 2: Email,SMS, Send To = All
  • Rule 3: Print, Send To = All
• Reminder Count = 1
  • Rule 1: SMS, Print, Send To = Any

In the above, the first reminder will be sent:

• to all contacts with Reminder purpose, if there are any; else
• via SMS, if the customer has a Phone contact with Allow SMS set AND by email if the customer has an Email contact; else
• via Print, if the customer has a Location contact; else
• it will be Listed

The second reminder will be sent:

• via SMS, if the customer has a Phone contact with Allow SMS set and/or via Print, if the customer has a Location contact; else
• it will be Listed

Multiple rules may be selected. If Contact and Print is selected, and both correspond to to the same customer contact, a duplicate is not created.

Species

The Species tab is used to display and edit the species to which this reminder can apply. You don't have to use this facility. It is only needed if you want to ensure that species specific reminders are applied only to the relevant species. To adjust, click the species in the Available or Selected box and then click the > or < button respectively.

Groups

The Groups is used to display and edit the group(s) to which this reminder belongs. To adjust, click the group in the Available or Selected box and then click the > or < button respectively.
This facility is optional. It is only needed if you want to group reminders so that generating reminder B will complete an existing reminder A (for example for "Stopper" and "Switch" reminders - see below). Use Administration|Lookups|Reminder Groups to create a group named say G, and the use the Groups Tab to make both reminders A and B members of group G.

 

"Stopper" Reminders
You may want to create a special reminder whose purpose is simply to complete other reminders. Consider the following:

Senario - have a new puppy and so manually create Desex reminder for 4 months forward. When we do the actual Desex operation we want this reminder to disappear, but with no creation of any future reminder.

Solution:

• create a reminder group called say Desexing-Complete-G
• create the Desex reminder as normal, but with group Desexing-Complete-G
• create Desex-Complete reminder with a zero Interval and zero Cancel Interval, and also set the group Desexing-Complete-G
• for all desex products, set the reminder type as 'Desex-Complete'

Now when we invoice the Desex operation, a new Desex-Complete reminder will be created. This will complete the original Desex reminder.

 

"Switch" Reminders
A variant of the above case is where have a product whose sale needs to generate its own reminder but stop another reminder. Consider the following:

Senario - you want to offer vaccine antibody testing. That is, instead of having the client's dog vaccinated, you offer the option of having a blood test so that you can see if the dog already has enough antibodies (and therefore doesn't need to be revaccinated).

So, if a dog has one of these blood tests, then they no longer need to have a vaccination - so it should cancel out the reminder associated with the G6 vaccination. And it should create a new reminder to redo the blood test within a year.

Solution:

• Create a reminder group called say G6 Vaccination Complete-G
• It is assumed that you already have a G6 Vaccination reminder type - edit this and set its Group to 'G6 Vaccination Complete-G'
• Create 2 new reminders types
  • G6 Vaccination-Complete with a zero Interval and zero Cancel Interval and set its Group to 'G6 Vaccination Complete-G'
  • Canine Vaccination Antibody Blood Test with the required intervals
• Create the product: Vaccine Coverage Antibody Titre Test Canine (Clotted Blood/Serum) and add the two reminders 'Canine Vaccination Antibody Blood Test' and 'G6 Vaccination-Complete'

Now when we invoice the Antibody test, it will complete any G6 reminders, but also create a new Antibody test reminder.

You will probably want to also create a cat/feline/F3 of the above.

 

Grouped Reminders processing
The Group By option indicates when reminders queued for Email, SMS or Print can be grouped. It does not apply to reminders that are queued for Export or List.

If a patient has:

• multiple reminders to be sent using the same method (e.g. there is multiple reminders to be emailed); and
• those reminders have types that have Group By set to Patient

then these will use the Reminder Configuration's Patient Grouped Reminder Template, irrespective of the Template specified for the applicable reminder count.

Similarly, if a customer has:

• multiple reminders to be sent using the same method (e.g. there is multiple reminders to be printed); and
• those reminders have types that have Group By set to Customer

then these will use the Reminder Configuration's Customer Grouped Reminder Template.

Consider the following, and assume that reminders will be printed in all 4 cases:

If both the G6 and Proheart reminder types have their Group By set to Customer, then one document will generated for Sir Humphry. It will be generated using the Customer Grouped Reminders Template, and it will list the 4 reminders shown.

If both the G6 and Proheart reminder types have their Group By set to Patient, then two documents will be generated, one for Dotty, and one for Twiglet. They will be generated using the Patient Grouped Reminder Template.

If only the G6 reminder type has the Group By set to Customer, then 3 documents will be printed:

• one Grouped Reminder for the G6 vaccinations showing both Dotty and Twiglet
• two Proheart reminders, one for Dotty and one for Twiglet, generated using the Document template specified for the reminder count. 

If Twiglet did not have a G6 vaccination due, then there would still be 3 documents, with the Grouped Reminder being replaced by a G6 vaccination reminder letter for Dotty.

That is, if the Group By is selected, then the appropriate Grouped Reminder Document Template will be used - but ONLY IF there are multiple reminders.  If the customer only has one reminder (and thus there is no need to group them) then the Document Template used is that specified in the Reminder Type's Templates tab for the applicable reminder count.

A sample Grouped Reminders document template is included in the standard system.  It will need tailoring for your practice.

Any Email Template linked to Grouped Reminders template follows the same format.

If the Reminder Configuration has Email Reminders as Attachments selected, the Grouped Reminder Template will be used to generate a summary of the reminders and include them as an attachment.

Reminder Configuration

This screen is used to create/edit/view the Reminder Configuration - which determines how patient reminders will be processed.

Only one Reminder Configuration record is required and it must be linked to the Practice, for it to take effect.

The fields are as follows:

Name	The configuration name
Description	The configuration description
Active	Determines if this configuration is used.
Location	The practice location to use when sending reminders, when a customer doesn't have a preferred practice location. This must be present when using the Patient Reminder Sender.
Email Lead Time	The period prior to a reminder due date to start sending email reminders.
Email Cancel Time	The period after an email reminder item send date when it should no longer be sent. So in the above case with the Lead Time set to 30 days, and the Cancel Time set to 28 days, the email will be sent up to 2 days prior to the due date.
SMS Lead Time	The period prior to a reminder due date to start sending SMS reminders.
SMS Cancel Time	The period after an SMS reminder item send date when it should no longer be sent. So in the above case with both the Lead Time and the Cancel Time set to 3 days, the SMS will be sent on the day 3 prior to the due date but not after that.
Print Lead Time	The period prior to a reminder due date to print reminders for mailing.
Print Cancel Time	The period after a print reminder item send date when it should no longer be printed.
Export Lead Time	The period prior to a reminder due date to start exporting reminders.
Export Cancel Time	The period after an export reminder item send date when it should no longer be exported.
List Lead Time	The period prior to a reminder due date to start listing reminders.
List Cancel Time	The period after a list reminder item send date when it should no longer be listed.
Email Reminders as Attachments	When selected, emailed reminders will include the reminder details as an attachment. When deselected, the reminder detail will be included in the body of the email. The Email Template is responsible for including the reminder detail.
Customer Grouped Reminder Template	The template to use when multiple reminders have Reminder Types that group by customer. If unspecified, no grouping will occur.
Patient Grouped Reminder Template	The template to use when multiple reminders have Reminder Types that group by patient. If unspecified, no grouping will occur.

Notes:

1. The templates specified for both Grouped Reminder Templates must have Type 'Grouped Reminders'. Also, since only one Reminder Configuration is used, the same templates are used for every Practice Location. This means that if you need to have location specific information in the reminder, then this must be catered for in the template. In the standard templates, this is done using the Letterhead facility.
   In the screen above the same template has been specified both the Customer and Patient Grouped Reminders. This is not an error - the standard 'Grouped Reminders' template has be designed to handle both a single patient with multiple reminders (ie group by patient) and multiple patients with one or more reminders each (ie group by customer).
    
2. If you change a Lead Time then the new lead time will only be used for reminders that are added to the queue by the Patient Reminder Job. Reminders that are already in the queue will not be affected.  If you do need them to be affected, then you need to delete the reminders individually from the queue using Patients|Medical Records|Reminders and then they will be re-queued (using the updated Lead Times) the next time the Patient Reminders Job runs.

Smart Flow Sheet Configuration

The Smart Flow Sheet Configuration provides practice-wide options for the Smart Flow Sheet interface.
It must be linked to the Practice to have any effect.

The fields are as follows:

Synchronise Notes	If selected, notes entered into Smart Flow Sheet will be added to patient history.
Minimum Word Count	When Synchronise Notes is selected, this specifies the minimum number of words that a note must have before it will appear in patient history. This is designed to filter notes from Smart Flow Sheet that are too short to add anything meaningful to the patient history. Note that this only applies to notes being added or the first time. If a note is added but then amended to have fewer words, it will be updated in patient history to reflect the new text.
Save Flow Sheet Report On Discharge	If selected, the flow sheet report will be saved to a patient's history when they are discharged. It will be saved as a PDF file named Smart Flow Sheet - Flow Sheet.pdf. NOTE: if the Smart Flow Sheet Documents Management option Merge reports into one PDF is selected, they will be merged into this PDF.
Save Medical Records Report On Discharge	If selected, the medical records report will be saved to a patient's history when they are discharged. It will be saved as a PDF file named Smart Flow Sheet - Medical Records.pdf. Should be unticked if the if the Smart Flow Sheet Documents Management option Merge reports into one PDF is selected.
Save Billing Report On Discharge	If selected, the billing report will be saved to a patient's history when they are discharged. It will be saved as a PDF file named Smart Flow Sheet - Billing.pdf. Should be unticked if the if the Smart Flow Sheet Documents Management option Merge reports into one PDF is selected.
Save Notes Report On Discharge	If selected, the notes report will be saved to a patient's history when they are discharged. It will be saved as a PDF file named Smart Flow Sheet - Notes.pdf. Should be unticked if the if the Smart Flow Sheet Documents Management option Merge reports into one PDF is selected.
Save Forms Reports On Discharge	If selected, each form report will be saved to a patient's history when they are discharged, as a PDF file.
Save Anesthetics Reports On Discharge	If selected, each anesthetic report will be saved to a patient's history when they are discharged, as a PDF file.
Save Dental Reports On Discharge	If selected, each dental chart report will be saved to a patient's history when they are discharged, as a PDF file. Should be unticked if the if the Smart Flow Sheet Documents Management option Merge reports into one PDF is selected.

 

Task

This screen allows you to view/edit the details for each Task Type. This and Organisation|Work List determine what appointment types can be made.

The fields are as follows:

Task Type - its name
Description - you can use this to clarify the type of task
Colour - used to set the colour used to identify task types in the worklist screen. You use the mouse to select the colour via the colour and luminosity/hue boxes. If you want to check the colours of the different task types, the easiest way to do this is to view the task type and then to use the Next and Previous buttons to run back and forth through the different types.
Note that you should avoid the 'light cream' colour f2f3b3 which displays as follows:
because this is used to highlight the selected item on the Workflow|Work Lists screen.
Active - uncheck the box to deactivate the Task Type

Confirm Delete

When you press the Delete button on the Administration|Types screen, a confirmation window will appear.

If the selected Type is not in use and can be deleted, the window will simply ask you to confirm the delete. Press OK to confirm or Cancel to abort.

If it cannot be deleted because it is in use, the text will be "xxxx has relationships and cannot be deleted. Do you want to deactivate it instead?" (where xxx is the name of the item you are trying to delete). Pressing OK will unset its Active flag, Cancel will abort.

If it is in use but can be deleted, the text will be "xxxx has relationships. Are you sure want to delete? This operation cannot be undone." (where xxx is the name of the item you are trying to delete). Pressing OK will delete the item as well as all references to it, Cancel will abort.

Confirm New

This is the New Type confirmation window. Select the Type to be created and then use OK to continue or Cancel to abort. Note that if you have selected one on the Type screen, then this will already be selected in this window (even if it is not showing in the list of types) - thus you can normally simply click OK to proceed.