Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">

Related topics

Assignments

Assignment templates

To edit an assignment template group type

Assignment template groups

HTML Wrap
classcol span_3_of_5
Template group type

Accountants Enterprise with Practice Manager only

Assignment Template Group Types are logical groups of assignments. They are set up, edited and deleted using the Maintenance  Template Group Type page, which is opened from Maintenance

> Assignment

Assignment > Template Group Type.

 

UI Expand
titleTo set up a new assignment template group type
  1. Select Maintenance

> Assignment
  1. Assignment > Template Group Type on the main menu or Maintenance

> Maintenance
  1. Maintenance Map

> Assignment
  1. Assignment > Template Group Type.

  1. The Maintenance

 
  1. Template Group Type

 page
  1. page opens displaying a table that lists the existing Template Group Types.

  2. Enter the name of the new Template Group Type in the first blank cell at the top of the table.

  3. Press [Enter].

To
  1. The newly entered Template Group Type moves lower down the list and a new blank cell is created at the top of the table.

  2. Enter another Template Group Type name in the new cell.

  3. Click OK

.
  1. to save the changes and close the Maintenance  Template Group Type page.

UI Expand
titleTo edit an assignment template group type
  1. Select Maintenance

> Assignment
  1. Assignment > Template Group Type on the main menu or Maintenance

> Maintenance
  1. Maintenance Map

> Assignment
  1. Assignment > Template Group Type.

  1. The Maintenance

 
  1. Template Group Type

 page To
  1. page opens displaying a table that lists the existing Template Group Types.

  2. Click the Template Group Type you want to edit and make your changes to the text.

  3. Click OK

.
  1. to save the changes and close the Maintenance  Template Group Type page.

UI Expand
titleTo delete an assignment template group type
Select Maintenance > Assignment
UI Text Box
typenote

The Assignment Template Group Type cannot be deleted if it is used elsewhere in the system.

  1. Select MaintenanceAssignment > Template Group Type on the main menu or Maintenance

> Maintenance
  1. Maintenance Map

> Assignment
  1. Assignment > Template Group Type.

  1. The Maintenance

 
  1. Template Group Type

 page
  1. page opens displaying a table that lists the existing Template Group Types.

  2. Click the row containing the template group type you want to delete.

  1. Click

RowSelectButton.gifImage Removed
  1. Image Added to highlight the entire row.

  2. Press [Delete].

  1. A Delete confirmation message is displayed.

  2. Click Yes.

  1. The cell contents are deleted.

  2. Click OK

.To
  1. to save the changes and close the Maintenance  Template Group Type page.

UI Text Box
typenote

The Assignment Template Group Type cannot be deleted if it is used elsewhere in the system.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Assignments (Maintenance menu)

Assignment templates

Assignment template groups