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.

• If the security system is enabled, you must have the appropriate permission to perform this task. If the proper permissions are not set and you want to add an office expert item, see your software administrator.

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.

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

5. Select from the following:

6. To remove an entry from the Active Office Expert Entries section:To remove an entry from the Active Office Expert Entries section:Select the entry, and click Remove Selected Item. A prompt is displayed, asking if you are sure you want to remove the item. Click Yes.

7. To edit the settings for a specific entry:To edit the settings for a specific entry:Select the entry, and click Edit Prompts. The prompt window is displayed.

8. To specify how frequently the selected entry will run:To specify how frequently the selected entry will run:Select the entry, and click Set Frequency. The Office Expert Item Frequency window is displayed. See Setting Office Expert Item Frequency for more information.

9. To set the priority of the selected entry:To set the priority of the selected entry:Select the entry, and click Set Priority. The Office Expert Priority window is displayed. See Setting Office Expert Item Priorities for more information.

10. To specify the view permissions for the selected entry:To specify the view permissions for the selected entry:Select the entry, and click Show Users. The Office Expert User Administration window is displayed. See Setting Office Expert Item View Permissions for more information.

6. Click OK.

7. 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.