Updating Application Instructions

Overview

Learn how to update Application Instructions for a specific Application Type.
-Access Workbench
-Access Workflow Module
-Access Application Types 
-Access & Update Application Instructions
-Apply changes

Alert: Please use your Sandbox environment first.
If you are happy with the changes, then apply the settings update to your Production site.

Workflow Module Access

1. From the Workbench, open the Module Selector.

3. Access the Workflow Module.

Application Types

4. Click the "Narrow results by keyword search" field.
Search for Application Types

5. Double-click to open the Application Type entity.

6. Open Records.

7. Double-click to open any of the Application Types listed.
Screenshot Example: Pharmacist

Application Instructions

8. Access Instructions.

9. Double-click to open the associated Application Instructions for the application type.

10. Add or update the Application Instructions for the application type you've selected.
Don't forget to Save.

Apply Updates to the Portal

11. Open the Module Selector and access the Config Module.

12. Click the Flush Data button to apply updates.

13. You'll see notification banners in the upper right.
Afterwards, reload the webpage to view your updates.

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