DESCRIPTION

This article is written with step-by-step Instructions to Create a New Document Type for Safe Custody Document.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW
 

PART A | Create a New Document Type

Option A 

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Safe Custody Types (MATYPENT) program
3. Document Safe Custody Type Maintenance screen will appear
4. Enter NEW Code in Type field
5. Enter Document Type name in Description field
6. Click on Green Tick icon ✅ to Save and Clear 

Option B

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Safe Custody Document Maintenance (MAREGENT) program
3. Click on Maint Tab (Menu bar) 
4. Click on Document Type name 
5. Document Safe Custody Type Maintenance screen will appear
6. Follow rest of the steps as Option A

PART B | Select the New Document Type

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Safe Custody Document Maintenance (MAREGENT) program
3. Click on the Document Type search 🔍 icon
4. Lookup list of Document Safe Custody Types Enquiry page appears
5. Select the New Document Type

NOTE: Once you create the  New Document Type, it will be available for ALL Open Practice Users.

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com