Customising Document Types

Centre Admins can customise Document Types to create types that suit their Centre.

 

1. Go to System Settings and choose Types and Categories

 

A.

B.

 

2. Click on Document Type in the list

Screenshot of document type in types and categories list

 

 

3. On this page you can set a document type as default, delete a type and add new types

 

 

4. To add a new type, click on the New   icon - a Document Type: New pop up box will appear.

 

 

5A. Fill in the Name field with the type of document type you want to add e.g Medical Records, it is not necessary to fill in the Code or description fields for this document type.

 

 

5B. Click Save to save and stay in your record, Save and New to create another type, or Save and Close to close the box. If you click Close without saving first, your Document Type will not be created.

 

6. Your custom document type will appear in blue text in the list. To edit this document type click on the blue text. You can edit your document type's name, code, description or set it to inactive.