Adding new menu items to recovery forms

As a Crisisworks administrator you can modify the look up items or drop-down list items that are used in the recovery forms you can do this in the settings and edit to look up's

Adding a new lookup item 

As a Crisisworks administrator:

  1. Select settings from the Administration menu
  2. Select Lookups from the left-hand side
  3. Press New Lookup from the top RHS of the screen

  4. Fill in the form
    1. Set the category eg "Recovery: Immediate NeedCategory"  for Recovery service tasks
    2. Set the Name to what you want to see eg "Financial Hardship Assistance"
    3. Enter a useful unique code without spaces such as "Financial-Hardship"
  5. Press save
  6. Add as many as you want
  7. If you want to see the changes right away the next time you edit a from like in the  recovery case
    • Select reload form definitions from you user menu in the Top RHS of the screen
    • Other users will see these changes when the log in next