Navigating the Client Profile Template

This page provides an overview of the forms that comprise the client profile template.

Navigating the Client Profile Template

The following is an outline of the fields and objects that comprise the Client Profile Template:

  • Name: This field is used to input the name of the Template. The name of the template will be identified within the template field of the Client About Me form.

  • Add New Record: This icon is used to call the the Question form.

  • Question List: Data grid listing the template questions that were created through the Question form.

  • Delete Question: This icon is used to delete the question from the template.

 


Navigating the Client Profile Template Questions

 

The following is an outline of the fields and objects that comprise the Client Profile Template Questions:

  • Save: This button is used to create as well as save updates to an existing record.

  • Close: This button will close the Template Question page.

  • Deactivate: This button will deactivate the Template question.

  • Client Profile Template: This field lists the template record to which the question record relates.

  • Category: This is a drop down field that provides a listing of values that can be used to categorise the question. The options include Family, Learning, Interests and General. Speak with Brevity if you require additional categories included.

  • Type: This is a drop down field that provides a listing of values that allows to to define the characteristic of the field. At present text is the only field type that can be used.

  • Name: This field is used to specify the name of the question.

 

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