Who is this article for?

Users responsible for administering CA/PA records.

CA/PA Administration permissions are required.

Wizards are a great way to create standardised records across the module. They guide the user through the journey of creating a record step by step, reducing the likelihood of incomplete information being entered, in turn increasing the efficiency of CA/PA record management.

This article shows you where you can configure CA/PA wizards.

1. Accessing wizards

To access CA/PA templates:

1. Access the CA/PA module.
2. Click Edit.
3. Choose CA/PA Wizards....

You will be taken to a list of existing templates on your system.

2. Creating a wizard

Currently, CA/PA wizards can only be set up in the Windows Client.

To create a wizard:

1. Access CA/PA wizards.
2. Open the New menu.
3. Click Wizard.

4. Enter a Title.
5. Add a Description.
6. Configure the wizard.
7. Click OK.

3. Configuring a wizard

There are several elements you can configure that will appear in the user journey when a record is created using the wizard.

3.1. Pages

Pages are the steps the wizard will take the user through in order.

To configure pages:

1. Click New Page.

2. Enter a Page Title.
3. Add a Page Description.
4. Move fields from the Available Fields list.

Repeat the process for every page you want to appear in the wizard.

3.2. Fields

These are the parameters that will be applied to record fields during the creation process.

• Mandatory Fields determines when a field must been filled before the wizard can be closed.
• Default Value determine a value that is automatically assigned to a field.

Fields with default values can be added to wizard to give the users an opportunity to change the value.

To configure fields:

1. Edit a page.
2. Highlight a field.
3. Tick Mandatory? to require users to fill it.
4. Tick Default Value? to assign a preset value.

3.3. Availability

Availability determines which module areas the template will be available to create records from.

To set areas, tick the relevant boxes.

Further reading

• Configuring CA/PA templates
• Creating a CA/PA record