Set Up - Dispatch Person Type (Add as Options)
The Administration link will only display for users with administrative access to the system. This allows certain areas of the system to be edited by administrative staff. This process is to allow options to be added, edited or deleted from the "Add Person As" section of the dispatch job.
Note: System Options in this area exist and cannot be changed, deleted, or hidden.
To add a custom Dispatch Person Type:
- In the left-hand menu on the Welcome page click on the Administration link.
- On the Administration page click on the Dispatch Administration link.
- Towards the bottom of the page, find the heading Dispatch Person Type (Add as Options) and click Maintain
- The Dashboard will display any existing options available
- To Add a new option:
- Click the [+Add] button on the right of the heading bar
- Enter into the Description bar what you would like displayed for the users to select
- Ensure the [ ] Is Active checkbox is ticked
- Click [Save]
- You should return to the Dashboard.
- To Edit an existing option:
- Click the Description you wish to alter in the Person Type column.
- If the option you clicked on is a System Option, you will see the message You cannot edit System Option Person Types. The [Edit] button will be inactive.
- Use the breadcrumb menu to return to Person Types.
- If the option you click on is a Custom Option, you will see a summary of the option and the [Edit] button will be active.
- Click the [Edit] button
- Change the Description if required or
- Uncheck the [ ] Is Active box to deactivate the option so it no longer shows. NB: you can't delete them entirely, only make them inactive.
- Click [Save]
- You changes will be visible on the Dispatch Job pages immediately.