Last modified by Megan Kahl on 2021/12/01 09:51

<
From version < 58.1 >
edited by Dominique Tricerri
on 2021/08/31 15:06
To version < 56.1 >
edited by Dominique Tricerri
on 2021/08/31 14:59
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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555 555  
556 556  The various task types are recorded, together with the frequency of the task.
557 557  
558 -
559 -(% style="break-before: page" %)
558 +(% style="break-before: page %)
560 560  **Client Categories**
561 561  
562 562  The Client Categories function allows for the display of Clients under the “Select a Client” display as per the Category setup. It allows for easy access of information e.g., clients who belong to an approved or unapproved scheme etc. The various Client Categories should be specified here.
... ... @@ -591,7 +591,7 @@
591 591  
592 592  The Client Access Group function essentially allows for the granting of access of Client Groups to users. Once Clients have been allocated to the various Client Access Groups, users will be given access to one or more of the Groups, which have been set up. The various Client Access Groups should be specified here.
593 593  
594 -(% style="break-before: page" %)
593 +
595 595  === (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
596 596  
597 597  (% style="text-align:center" %)
... ... @@ -677,7 +677,7 @@
677 677  
678 678  Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
679 679  
680 -(% style="break-before: page %)
679 +
681 681  === (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
682 682  
683 683  

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