Menu

Advanced_Display_Controls

Sarah

1. Go to the summary page for any client

2. Click ‘Show Display Controls’ in the orange box at the top of the screen

3. Match the check-boxes displayed below based on your work area

       (or tailor your selection to your own preferences)


       a. Building Specialists click both 'load' and 'show' check-boxes for the following record
          types:
              i. logs
             ii. incident reports
            iii. housing notices
             iv. bedbug services
              v. restrictions


       b. Building Coordinators and Managers click both 'load' and 'show' for the record types   
          indicated above  AND:
             vi. interim income records

       c. Housing Case Managers click both 'load' and 'show' for the record types indicated above
          AND:
            vii. social services
           viii. special needs

4. Select ‘Re-display’ and now every tenant record you access from that computer will

       automatically display each type of record you indicated you'd like 'shown'

Related

Wiki: Main_Page

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