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.
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title | To set up a new assignment template group type |
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| Select Maintenance
| > Assignment > Assignment > Template Group Type on the main menu or Maintenance
| > Maintenance > Assignment > Assignment > Template Group Type.
| page page opens displaying a table that lists the existing Template Group Types. Enter the name of the new Template Group Type in the first blank cell at the top of the table. Press [Enter].
| To The newly entered Template Group Type moves lower down the list and a new blank cell is created at the top of the table. Enter another Template Group Type name in the new cell. Click OK
| .to save the changes and close the Maintenance — Template Group Type page.
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title | To edit an assignment template group type |
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| Select Maintenance
| > Assignment > Assignment > Template Group Type on the main menu or Maintenance
| > Maintenance > Assignment > Assignment > Template Group Type.
| page To page opens displaying a table that lists the existing Template Group Types. Click the Template Group Type you want to edit and make your changes to the text. Click OK
| .to save the changes and close the Maintenance — Template Group Type page.
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title | To delete an assignment template group type |
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| Select Maintenance > Assignment UI Text Box |
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| The Assignment Template Group Type cannot be deleted if it is used elsewhere in the system. |
Select Maintenance > Assignment > Template Group Type on the main menu or Maintenance
| > Maintenance > Assignment > Assignment > Template Group Type.
| page page opens displaying a table that lists the existing Template Group Types. Click the row containing the template group type you want to delete.
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Image Removed Image Added to highlight the entire row. Press [Delete].
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A Delete confirmation message is displayed. Click Yes.
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The cell contents are deleted. Click OK
| .To to save the changes and close the Maintenance — Template Group Type page.
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