Web:Agency
Agency
The Agency record tracks Agency information.
Add
To Add a new record, from the Main Menu, choose Add-->Other-->Agency.
Edit
To Edit an existing record, from the Main Menu, choose Search-->Other-->Agency. Use the search screen to find the appropriate entry and open it.
General Entry
Heading
The first section holds:
- The Agency Name
- The Agency's ID
Agency Information
The second section holds information about the Agency. This section contains the following items:
- Address
- City State Zip
- County and whether the Agency is considered current
- Phone Numbers
- Associated Office
- Contact Information
- General Agency Email Address
Counties
The third section holds information about the Counties the Agency serves.
Subjects
The fourth section holds subjects the Agency will handle.
Use of the Form
Expanding/Collapsing Sections
Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.
To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.
The context menu is accessed by clicking on the Context Menu icon at the top left of the record.
The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.
The context menu has additional items available that relate to the entry, including:
- Agency Notes
Save/Stay and Save/Close
The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).
The Save/Close button will save the record and then close to the Main Menu/Home Screen.
If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. Some errors (those shown in red at the top) you cannot avoid.