Wiki source code of Generate Document
Last modified by MasterApps Support on 2021/06/18 02:04
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1 | Injury Master has the ability to generate relevant incident and claims management documents such as Injury Claim forms, suitable duty templates and GP introduction letters. | ||
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3 | **How to generate a document:** | ||
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5 | 1. Select the Generate Document tab, a drop down list of the documents will appear. | ||
6 | 1. Select the document you wish to generate (the documents shown in the image below may vary to your company specific documents). | ||
7 | \\[[image:Attachments.WebHome@Generate_docs.a8b53.png||style="max-width:310px"]] | ||
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9 | 1. You will then be directed to the relevant document creation page. The document will contain a combination of fields and pre-filled text. | ||
10 | \\Some of the fields will be pre-filled from the information already in Injury Master system and other fields will require completion. | ||
11 | \\Complete all boxes required and check the pre-filled boxes, edit if required. | ||
12 | \\The below shows an example Employer Injury Claim form for Victoria, Queensland and NSW. | ||
13 | \\[[image:Attachments.WebHome@WC_form.72c91.png||style="max-width:310px"]] | ||
14 | \\Information pre-filled can be overwritten if required. | ||
15 | \\**Widgets ** | ||
16 | Many of the documents create widgets which enable you to select information already in the Injury Master system and input into the chosen fields. | ||
17 | \\Widgets are the buttons you will find on the right-hand side of fields. | ||
18 | \\[[image:Attachments.WebHome@widget.a90ac.png||style="max-width:288px"]]** ** | ||
19 | \\To use a widget to input information click on the button and select from the following options: | ||
20 | \\**Insert ** | ||
21 | If the information is already assigned to the claim (or incident) it will show in the list as an option to insert. | ||
22 | For example, as shown above Green Valley's Bayswater VIC location has been assigned to this claim meaning it shows at the top of the list to add. | ||
23 | Please note this will not be an option for all widgets only where this information is already assigned to the claim (or incident). | ||
24 | \\**Browse ** | ||
25 | Alternatively you can add information already in the system but not assigned to the claim (or incident). To do this select Browse (Location/Contact). A list will then appear from which you can select, as shown below. | ||
26 | \\**Create New** | ||
27 | If the information is not already in Injury Master you can Insert New (Location/Contact) which will produce a pop up enabling you to add the new information adding it to the document and to the Injury Master system for future use, as shown below. | ||
28 | Please ensure the information is not already in the system before creating a new record of the information. | ||
29 | \\For more information on Widgets please see the [[What is a Widget>>doc:Injury Master.FAQ.What is a Widget.WebHome]] article**.** | ||
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31 | 1. Once complete select one of the following options (the following options are dependent on the document you are generating): | ||
32 | \\Complete** - **the document will be generated. You can view or edit if required. | ||
33 | \\**Draft **- creates the same document but will show in the system as draft. | ||
34 | \\**Saving Changes** - the document will show in the system as incomplete (until the document is completed). | ||
35 | \\**Modify Results **- this enables you to to edit the template. | ||
36 | \\Once created the document will be stored under the Documents tab. | ||
37 | \\Please see [[Documents>>doc:Injury Master.Incidents.Documents.WebHome]] article for further information. |