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Recordbase Administration Guide

Recordbase Administration Guide

Drop-down lists

Creating a dropdown list item

Dropdown lists

Deleting a dropdown list item

Changing the dropdown list item order

Modifying a dropdown list item

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Roles

Adding Users to a Role

Add permissions to a role

Menu function role permissions

Create and manage Recordbase roles

Allocated hours

Allocated hours reporting

Allocated hours detail

Allocated hours

Reporting periods

Hospitalisation and Absence Templates

Creating hospitalisation task templates

Modifying hospitalisation task templates

Deleting hospitalisation task templates

Modifying absence task templates

Deleting absence task templates

Creating absence task templates

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Goal Templates

Creating actions for a goal template

Editing a goal template

Creating a goal template

Master Data

How to Create a New Activity Breakdown Type in Recordbase

Referrers

Create a new activity classification type

Person Interaction types

Create a new activity type

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Users

How to manage team access for users

How to add a client to a Blacklist

User - Account Details screen

User - Sign On History

Removing a goal template

User - Roles

What's on the Users Screen?

User - Activity

Recordbase User Management

How to Create a Recordbase User

How to Hide a Person from an Individual User in Recordbase

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Extracts

The Extracts screen

Extracts

Prescribers

Creating Prescribers

Modifying prescribers

Deleting prescribers

Templates

How to markup a Word templates for Recordbase

Activity Templates

Editing an activity template

Removing an activity template

Creating an activity template

Referral Task Templates

Deleting referral task template tasks

Modifying referral task templates

Create a referral task template

Deleting referral task templates