From any screen within RMSWeb
Click once on Setup on the Navigation bar
Choose Lookup Tables from the list
Choose Client Status from the sub list
Click once on Add
A range of status to be applied to a client/student record may be set up here. University Colleges use this feature to track intending residents through the application phase. Reports can be constructed for those at each stage of the process, based on their status.
1. Enter your Description
Using the example shown in the screen shot below, you may wish to call your Client Status Alumni.
2. Click once on Save/Next to enter further Client Status's. Click once on Save/Exit when complete.
Client Status Search Screen:
The Client Status search screen will show a list of all status's entered by default.
You may filter the list to find the status you are after by using either the Filter By or Search options on the bottom left hand side of the screen.
Filter Option is Status.
The columns on this screen are able to be widened by click, hold and drag mouse function, left or right, the column you wish to decrease or increase.
To move the column order, click and hold the column title you wish to move, keeping the mouse button down drag the column left or right to the desired area you
wish for it to show, release the mouse button to drop the column into position.
