SoftDent: Office Expert - Adding, Removing, or Setting Up Office Expert Items (When To Run)

Document created by chriscornett Employee on Sep 13, 2017
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Goal:

 

Adding, Removing, or Setting Up Office Expert Items (When To Run)

Solution:

Accessing the Office Expert Setup Window

 

1. From the main menu bar, select Experts.
2. Select Office Expert from the list
to display the Office Expert Window.
3. Select Set Up Experts from the express bar or press <U>
on the keyboard.

Adding an Office Expert Item

 

1. Highlight the desired expert item in the "Available Office Expert Items" list.
2. Click Add Selected Item.
3. Repeat steps 1 and 2 for each additional item to add to the expert.

 

Removing an Office Expert Item

 

1. Highlight the item to be removed from the "Active Office Expert Entries" list.
2. Click Remove Selected Item.
3. Click Yes
to confirm removal of the item.
4. Repeat steps 1 through 3 for each item
to be removed.

 

Automatically Running Office Expert Items

 

1. From the main menu bar, select Experts

2. Select Office Expert. The "Office Expert Window" is displayed.
3. From the Express Bar options in the Office Expert Window, select When to Run?. The Office Expert Run Options window is displayed.

4. Select your preferences:

 

To run items every day at a specified time, select the Run every day at a specified time radio button, and type the time you want the items to run in the field.

 

  • To run items every day when you log in, select the Run every day when the user logs in radio button.
  • To run items only when a user requests, select the Only run when manually asked by a user radio button. If you select this option, items are not automatically generated.


5. Click OK. The settings are saved, and the Office Expert window is displayed.

 

Additional Items:


Answers regarding questions pertaining to setting up office experts using wildcards can be found here:


SoftDent: Report Manager - Setting Date Range Variable Parameters and Using Wildcards in Report Groups

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