Attaching a single Custom Screen to a service

To attach a single Custom Screen to a service

  1. Configure > Services...
  2. Locate and double-click the service in the Services list.

    The Edit Service Item screen displays.

    In this example the objective is to attach the a custom screen called LABS - Monitoring Laboratory Work to service C - Crown Related Services ('Monitoring Lab Work' was created in an earlier example)

    CustomScreen

  3. In the Custom Screen field, use the list selector button (or the F4 key) to open the View Custom Screens window, from where you can select the required Custom Screen:

    LABS

  4. Back in the Edit Service Item window, select the appropriate popup behaviour for the custom screen:

    Popups

    The norm is Popup when planned or Popup when completed, unless the popup has been disabled until a particular date when you want to start using it.

  5. Click OK to save the changes and your screen should look similar to the following:

    LABS-result

    The outcome is that this custom screen will popup when you plan service C.

See also...

Attaching Custom Screens to Services

Charting with Custom Screens

Using the Custom Screen Services Window

Custom Screen Field Placement Guides

Tips when Creating Custom Screens

To Create an Appointment Book

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Charting with Custom Screens