Scheduling Data

Scheduling Data

Here you can configure the data used in the third part field force management tool, repeat the process for each tab

Add a New Item

• Select Administration, then Scheduling Data
• Select [Add]
• Type in a Code
• Type in a Description
• Select [Add] to Save changes

OR

• Select [Cancel] to discard changes
• Repeat until all items are added

Note: Any tabs where edits have been made will show with a pencil icon

• Once all items are added
• Select [Save] to Send the data to the third party system

Note: If you navigate away from this page without select [Save] all edits will be lost

Edit an Existing Item

• Select Administration, then Scheduling
• Select the Tab you want to Edit
• Select the Pencil icon next to the item you want to Edit
• Edit the Description

Note: Code cannot be edited

• Select [OK] to Save changes

OR

• Select [Cancel] to discard changes
• Repeat this for all items that require edits

Note: Any tabs where edits have been made will show with a pencil icon

• Once all items are added
• Select [Save] to Send the data to the third party system

Delete an Existing Item

• Select Administration, then Scheduling
• Select the Tab you want to Edit
• Select [OK] to Remove the Item

OR

• Select [Cancel] to discard changes
• Repeat this for all items that require Removing

Note: Any tabs where edits have been made will show with a pencil icon

• Once all items are added
• Select [Save] to Send the data to the third party system

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