Using Experts > Using the Office Expert > Setting Up Office Expert Items

Adding New Office Expert Items

You can add items to the office expert list.

To add a new item to the office expert:

  1. From the Experts menu, select Office Expert. The Office Expert window is displayed.

  2. Select Setup Experts from the Options section of the Express bar or Options menu. The Office Expert Setup window is displayed. The left pane contains a list of items that can be added to the office expert item. The right pane contains the list of active office expert items.

  3. Select the item you want to add from the Available Office Expert Items list, and click Add Selected Item. A prompt is displayed. For a complete list of prompts for each item, see Using the Office Expert.

  4. The Statements To Print, Yesterday’s Login Failures, Yesterday’s Added Rx Count, and ePostings Notifications items do not have corresponding prompts. Skip to step number 5.

  1. Type the appropriate criteria, and click OK. The Office Expert Setup window is displayed.

  2. Select from the following:

  3. To remove an entry from the Active Office Expert Entries section:

  4. To edit the settings for a specific entry:

  5. To specify how frequently the selected entry will run:

  6. To set the priority of the selected entry:

  7. To specify the view permissions for the selected entry:

  1. Click OK.

  2. Items do not display in the office expert list until they have been run. To run an office expert item see Running Office Expert Items.