Dispatch Module Setup Overview

To open the Dispatch Setup, click the Setup Icon in the Navigation Bar.

To open, click on the name on the Navigation Menu. They will open in the same window.

Each Setup Area provides a grid and functionality to add multiple entries. Grids show up to eight (8) entries, but more can be seen with the sidebar. To create a new entry, click the + Button.

Click the Save Button to add the entry to the grid and a Save Was Successful Message appears briefly at the upper right of the screen. Setup changes affect the data entry in this module immediately. Click the Cancel Button before saving if the entry is unwanted.

Once created, click the Edit or Delete Buttons to change or remove the existing entry.

Notes:           

• Please avoid duplicate entries, as these can affect functionality and report data.
• Avoid creating blank entries; instead, fill in all fields for an entry.
• Delete an entry if it has no data, is not needed, or is not valid.
• All changes to setup areas that are shared with the Billing Module must be coordinated with billers and management.
• Data appears in the program as entered. The best practice is to be as consistent as possible with the case (ALL CAPITALS, first letter capitals, or no capitals).