Maintain Physical / Visual Exam By List

This process manages the list of who may be assigned to a Physical / Visual Exam, and whether they are eligible for just Physical, just Visual, or both.   

You must have access to the Administration menu to process this function.

• Click on the Administration link in the Orange Menu on the left-hand side of the screen.
• Click on the Edit Drop Down Lists
• Locate the option Physical / Visual Exam By and click the link Maintain
• A pop-up window will open. You may wish to either maximise the window or expand the window for greater visibility if required. 
• The pop-up will display a list of everyone assigned as eligible to perform a Physical or Visual Exam, including information on whether they are linked with a Shelter Buddy user on your site and if they are assigned just for Physical exams, or just Visual, or both. 
•  Use the drop-down at the top to filter results based on users assigned to a specific Physical Location. NOTE: If a person is not linked to a user, they will be excluded from these lists. 
• Click the Column Header to sort the lists to make it easier to find the information you may be looking for.  (Can only sort by one column at a time)

To Add a new option to the list:

• Click the link Add Exam By  just above the drop down. 
• If the person you wish to add is NOT a Shelter Buddy user, type their name into the text box at the top of the window. 
• If the person you wish to add IS a Shelter Buddy user, simply select their name from the drop-down marked Select A User 
• Click the boxes to mark if the person can perform Physical Exams and/or Visual Exams.
• Click the Add button. 
• Your selections will disappear but the window will remain open in case you wish to add another.
• Use the X in the top right corner of the pop-up to close OR click the Return to Physical / Visual Exam By if required. 

To Edit an existing option:

• Use the column headings and/or the Physical Location drop-down list to sort the list and help you find the person you wish to edit.
• Once located, click the Edit link at the end of their row.
• Click or unclick the Physical and Visual Exam boxes to select or deselect that person's ability to be assigned to that type of exam. 
• Click Edit to save your changes and return to the list.
• NOTE: you cannot make the Display Name different to the User Name. They will always match. 

To Delete an existing option:

• Use the column headings and/or the Physical Location drop-down list to sort the list and help you find the person you wish to delete.
• Click the red X at the end of their row.
• A confirmation pop-up will deploy - click OK to continue.
• The person will no longer appear in the list. 
• Deleting a person from this list will not remove them from any Physical / Visual Exams they have been assigned to previously. They will remain visible on the Physical / Visual exam assigned to them unless manually changed and the change saved by a user.