Wiki source code of Incident / Claim - Process Calendars
Last modified by MasterApps Support on 2021/06/17 22:43
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1.1 | 1 | Incidents and Claims have their own Calendars that only show Events relevant to that Incident / Claim. Likewise, Processes within an Incident / Claim have their own Calendars with Events related to only that Process. Incident / Claim Calendars and Process Calendars have a few functional differences to the Account Calendar. | |
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4 | == **INCIDENT / CLAIM CALENDAR** {{id name="incident-claim-calendar"/}} == | ||
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6 | Every Incident / Claim has a __Calendar__ tab from where you can view the Calendar for that Incident / Event. | ||
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8 | [[image:Attachments.WebHome@mceclip0.6d77a.png||alt="mceclip0.png" style="max-width:526px"]] | ||
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10 | ==== **Process Filter** {{id name="process-filter"/}} ==== | ||
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12 | The Incident / Claim Calendar contains a **FROM PROCESSES** filter not available in the Account Calendar. If a Process exists in an Incident / Claim that has its own Events, a blue ribbon alert will show in the Incident / Claim Calendar indicating hidden events. Select Show all to reveal the Process Events. | ||
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14 | [[image:Attachments.WebHome@mceclip1.68af5.png||alt="mceclip1.png" style="max-width:638px"]] | ||
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16 | The **Filter** then provides 3 options for viewing Process Events: | ||
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18 | * Hide Events from Processes (Default) | ||
19 | * Show only Events from Processes | ||
20 | * Show All | ||
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22 | For further information, please refer to [[Filters>>https://injurymaster.zendesk.com/hc/en-us/articles/360002019876-Filters]]. | ||
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24 | ==== **Event Type** {{id name="event-type"/}} ==== | ||
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26 | When adding an Event from the **Add Event** button, Incident / Claim Calendars prompt the selection of event **Type**, rather than the Account Calendar’s **Title** which restricts to ‘Custom.’ This allows for the selection of Event Type from the following options: | ||
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28 | * Custom | ||
29 | * Consultant Doctor Appointment | ||
30 | * Treating Doctor Review | ||
31 | * Estimated Date of Return to Work | ||
32 | * Return to Work Plan Review | ||
33 | * Return to Work Meeting | ||
34 | * Suitable Duties Commence | ||
35 | * Review Example of Suitable Duties | ||
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37 | NOTE: **Action Due** and **Medical Certificate Expires** Event Types not available as selections as they are automatically generated from Documents and Notes. | ||
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39 | [[image:Attachments.WebHome@mceclip2.e62ea.png||alt="mceclip2.png" style="max-width:302px"]] | ||
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41 | ==== **Company Filter** {{id name="company-filter"/}} ==== | ||
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43 | Since Incident / Claim Calendars are already so specific, there is no option to Enable Company Specific Events. Likewise, changing the Company Filter does not affect Events or subscription. | ||
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45 | [[image:Attachments.WebHome@mceclip3.bb360.png||alt="mceclip3.png" style="max-width:158px"]] | ||
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48 | == **PROCESS CALENDAR** {{id name="process-calendar"/}} == | ||
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50 | Processes created in an Incident / Claim provide their own specific __Calendar__ tab to capture events not relevant to the rest of the Incident / Claim. Similarly to the Incident / Claim Calendar, there is no Company-specific option, and Adding Events requests an Event Type. | ||
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52 | [[image:Attachments.WebHome@mceclip4.196a9.png||alt="mceclip4.png" style="max-width:516px"]] | ||
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54 | ==== **Link Events** {{id name="link-events"/}} ==== | ||
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56 | The Process Calendar provides an extra option to **Link** existing Incident / Claim Events to the Process rather than just adding new Events. The blue **Link** button next to Add Event opens a list of existing Events in Incident / Claim not yet assigned to a Process. | ||
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58 | [[image:Attachments.WebHome@mceclip5.fe78e.png||alt="mceclip5.png" style="max-width:133px"]] | ||
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60 | From the **Link Existing Event to Process Window**, select the Event you which to link to the process, and then select **Link** to apply the link or **Cancel** to close window. | ||
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62 | [[image:Attachments.WebHome@mceclip6.2f002.png||alt="mceclip6.png" style="max-width:342px"]] |