Maintain client groups

To search for client groups:

  1. Click Client in the CCLAS EL menu or run the Client.exe application in the Exe folder to display the Client Form.
  2. Select the Clients » Client groups node.
  3. Where a query form is presented in the bottom of the right-hand grid, then enter criteria and click the Query button to filter the content returned to the grid.
  4. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.

To create a client group:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Click OK to create the client group and open the GroupClientEdit Form, or click Cancel to not proceed.
  4. Enter the Description.
  5. Use the >, >>, << and < buttons to assign Available clients to the Assigned clients.

To review a client group:

  1. Double-click a Group code to open the GroupClientEdit Form.

To update a client group:

  1. Double-click a Group code to open the GroupClientEdit Form to update the entity, as required.

To enter custom details for a client group:

  1. Where the LIMS is configured to allow for the entry of custom details for the client, click User Screen in the main menu to open the custom form to update the custom details, as required.

To delete a client group:

  1. Click Delete.