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Adding new menu items to recovery forms
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:
- Select settings from the Administration menu
- Select Lookups from the left-hand side
Press New Lookup from the top RHS of the screen
- Fill in the form
- Set the category eg "Recovery: Immediate NeedCategory" for Recovery service tasks
- Set the Name to what you want to see eg "Financial Hardship Assistance"
- Enter a useful unique code without spaces such as "Financial-Hardship"
- Press save
- Add as many as you want
- 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
, multiple selections available,
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