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To add, edit, view, or delete a waiting lists configuration, complete the following steps from the AWARDS Home screen:
TIP: When working on the index page, waiting list records are easily accessible using the following tools and navigation features:
"Show Records" display options - By default the index includes all active waiting lists. To limit the display to Inactive, All, or Unused lists, click the corresponding radio button under "Show Records" in the left-hand menu.
Sorting options - By default records in the index are sorted alphabetically by waiting list name. Click a column header in the data table to sort the index by a different type of data. Click the heading again to reverse the sort.
Navigation options - 10 records are displayed on the page by default. To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table. To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.
Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.
Search and filtering options - AA Search field is available on the action bar along with a corresponding Filter by drop-down list. To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field. The index is automatically updated as you type. To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.
Related features access - Links to the following relates pieces of functionality are available in the left-hand menu:
-- Waiting List Configurations ReportBuilder - Provides access to the ReportBuilder for this feature. For instructions, click here.
-- Waiting List Clients ReportBuilder - Provides access to an additional ReportBuilder that can be used to generate customized reports of clients who are currently on a waiting list and those who were on a waiting list at any point during a specified date range. For instructions, click here.=
Add a new waiting list configuration - Click the add new icon from the action bar above the waiting lists table. A new data entry page is displayed. Configure the fields and options on this page as necessary, and then click Save. The waiting list is saved and a confirmation page is displayed. Next, add list requirements (those criteria a client must meet before they can be placed onto this list); to do so, click the edit icon 
to the right of "Requirements & Sorting Options" on this page. A new options page is displayed. Select the requirements, click CONTINUE, and then proceed to set sorting options on the following page. Once configuration on that page is complete, click Save Waiting List Requirements. A Save Report Format dialog box is displayed. Click Save Report Format, and then Return to Waiting List. The waiting list is saved and a confirmation page is displayed, containing the new requirements and sorting options.
TIP: For more information on the waiting list configuration fields and options, see Waiting List Configuration Fields / Options.
Update an existing waiting list configuration - Click the waiting list to be updated, or click the checkbox to the left of the waiting list and then click the edit icon from the action bar above the waiting lists table. A data entry page is displayed. Make changes to the information on this page as necessary, and/or click the edit icon to the right of "Requirements & Sorting Options" to edit the requirements and sorting for this list. Click Save (or Return to Waiting List if requirements were updated) to apply your changes. The waiting list is saved, and a confirmation page is displayed.
TIP: For more information on the waiting list configuration fields and options, see Waiting List Configuration Fields / Options.
View or print an existing waiting list configuration - Click the checkbox to the left of the waiting list to be viewed or printed, and then click the view icon from the action bar above the waiting lists table. A read-only version of the configuration record is displayed and can be printed as needed using your browser's print option.
Delete an existing waiting list configuration - Click the checkbox(es) to the left of the waiting list(s) to be deleted, and then click the delete icon from the action bar above the waiting lists table. A confirmation message is displayed. Click OK to proceed with the deletion. The selected waiting list(s) are deleted and the updated Index is displayed.
IMPORTANT! You may want to consider closing waiting lists rather than deleting them so they are no longer available to receive more clients or to have clients removed from them. Doing so maintains the historical record of the waiting list instead of having it removed from AWARDS entirely, and also gives you the option to re-open the list again in the future if needed. To close out a waiting list, follow the "Update" process above, change the Status of the list to "Inactive," and click Save to apply the change. Once you've done so the list will no longer be available for use, but can be made "Active" again if/when the time comes to make the list available once more.
Return to the waiting list configuration index - To do so, click the To Index icon from the action bar while working in a configuration record to return to the index page. You can also return to the index page at any time by clicking Waiting List Configuration from the breadcrumbs trail below the AWARDS navigation bar.
TIP: This index page lists records alphabetically by waiting list configuration name. As a result, a newly added or renamed list may not be visible when the index is displayed after your data entry. Click the arrows below the bottom-right corner of the table to navigate between pages.
The process of configuring waiting lists is now complete.
https://demodb.footholdtechnology.com/help/?12070
