Overview
The “Lookup” tab is where the user can create and edit all look up and drown information for ArborSoft. The Lookup tab has X sub tabs. The sub tabs are: Note Type, Consumer Status, Consumer Type, Employee Type, Employee Status, Contact Type, Region, Skill Certification, Activity, Intake, Diagnosis Codes, County, Agency, Term Reason, Intake Module, Absentee, Waives, State, Vendor Type, and Vendor Status.
Detail
To Create an Item:
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Navigate to the appropriate tab
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Click Insert
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This field defaults to the box checked
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Type in the item name in the Description field
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Click Save
Repeat this process as many times as necessary.
To Edit an Item
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Navigate to the appropriate tab
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Click the Item to edit
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Click Save
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Overview
The “User” tab is where the people are inserted into to Arborsoft with their associated username and password that they’ll use to gain access. In the top area you can list and modify a user’s contact details such as their email address, cell phone, and view the last time a user logged in.
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Detail
To add a user:
Navigate to the user tab
Click Insert
Type in the Username, First Name, and Last Name
Type in any other optional fields
Click Save
You can modify the fields in the top area by clicking in the box you wish to modify, and either selecting something in the drop down or entering text depending on if the field and clicking Save on the top or pressing F10. The functionality of the specialized drop-down boxes are as follows:
Active– This determines if the user account is active, and therefore if they can login or not.
Reset– Setting this to Y will trigger the person that enters their username into the Arborsoft login to get a prompt that will force them to reset their password as pictured below. By adding new users, the Reset box will default to Y.
Locked– This field will set itself to Y should a user fail four times in a row logging in. Should you want to allow a user in without resetting the password, you can toggle this to N.