Attaching Custom Screens to services

Once you have a custom screen in EXACT, whether you are using an existing custom screen, have created this yourself or imported one into EXACT you can add this to a service.

For more information on Custom Screens view the following articles: EXACT Custom Screen Archive, Creating Custom Screens, Importing / Exporting Custom Screens.

• Attaching to a service
• Attaching to a service from the Custom Screen list
• Removing from a service

Attaching to a service

1. Go to Configure - Services.
2. Find and open (double-click) the service in the services list.
3. The Edit Service Item window will open.
4. On the first tab, details, you will find the Custom Screen field.
   Click the box to reveal the selection button , click this to open your list of available Custom Screens.
5. Select the required Custom Screen, clicking OK to add to the service. You will be returned to the Edit Service Item window.
6. You can select how you would like the custom screen to appear on the chart menu via the drop-down menu. Your options are:
   
   1. Popup disabled - You can complete the custom screen but it never popup for the user.
   2. Popup when planned - When the service item is first charted it will prompt the user to fill in the custom screen.
   3. Popup when completed - The custom screen will prompt the user to fill in the custom screen when you mark the service as completed.

Attaching to a service from the Custom Screen list

You can attach a Custom Screen to a service from the Custom Screens window.

1. Configure - Custom Screens.
2. Select the Custom Screen by highlighting the row.
3. Click the Set Services button at the bottom of the screen.
4. The right-hand section will show all the services that custom screen is attached to. The pop-up setting is identified via D, P or C (these are outlined below), tick the box for the required setting.
   1. D = Popup disabled - You can complete the custom screen but it never popup for the user.
   2. P = Popup when planned - When the service item is first charted it will prompt the user to fill in the custom screen.
   3. C = Popup when completed - The custom screen will prompt the user to fill in the custom screen when you mark the service as completed.
      
5. You can highlight the service you want to add it to on the left hand side and click on the >> button to move it to the right and then tick the popup option you need.
6. Repeat this for each service you want to add on.
7. Once you've configured the custom screen services, select OK to save or Cancel to discard.

Removing from a service

From services,

1. Go to Configure - Services.
2. Find and open (double-click) the service in the services list.
3. The Edit Service Item window will open.
4. On the first tab, details, you will find the Custom Screen field.
5. Clear the Custom Screen name from this field.
6. Press OK to save.

From Custom Screens,

1. Configure - Custom Screens.
2. Select the Custom Screen by highlighting the row.
3. Click the Set Services button at the bottom of the screen.
4. Select the service on the right-hand section.
5. Press the << arrows to remove the Custom Screen.
6. Press OK to save.