userdocs:how-to:ch2:set-up:edit:delete_an_appoitment_rotation_template

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userdocs:how-to:ch2:set-up:edit:delete_an_appoitment_rotation_template [2017/10/16 15:05] lperrymanuserdocs:how-to:ch2:set-up:edit:delete_an_appoitment_rotation_template [2018/01/12 17:52] (current) lperryman
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-How to: Set up/Edit/Delete an Appointment Rotation Template +**<color red>This is to be done by the coordinators for the services ONLY.</color>** 
 + 
 +From the top of the main VMIS screen, select the client services menu option. 
 +{{ :userdocs:how-to:ch2:client_services_screenshot.png |}} 
 + 
 +Select the dropdown option labeled **Rotation Schedule Templates**. 
 + 
 +{{ :userdocs:how-to:ch2:set-up:edit:rotation_schedule_template.png |}} 
 + 
 +To set up a **new rotation template**, click the **new** button in the top left corner of the rotation template. 
 + 
 +{{ :userdocs:how-to:ch2:new_rotation_template.png |}} 
 + 
 +The **new** rotation template screen will appear.  Fill in as necessary and select **save** when finished. 
 + 
 +{{ :userdocs:how-to:ch2:new_rotation_template_screen.png |}} 
 + 
 +To **edit** an existing template from the Rotation Template List Screen, highlight the template name that needs to be edited, press the **edit** button in the top left corner. 
 + 
 +{{ :userdocs:how-to:ch2:rotation_template_edit.png |}} 
 + 
 +The edit box will appear, edit as needed and select **save** when finished. 
 + 
 +{{ :userdocs:how-to:ch2:edit_rotation_template_screen.png |}} 
 + 
 +To **delete** an existing template, highlight the template and select the **delete** button at the top of the rotation template list screen. 
 + 
 +{{ :userdocs:how-to:ch2:rotation_template_list_delete.png |}} 
 + 
 + 
  
  • userdocs/how-to/ch2/set-up/edit/delete_an_appoitment_rotation_template.1508166304.txt.gz
  • Last modified: 2017/10/16 15:05
  • by lperryman