Version X - Allocations
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      2. Version X - Allocations

      How to Create Requests and Restrictions

      Request and Restrictions allow you to apply; "requests" or "restrictions" for Members and Service/Delivery Locations.

      To enter in a Request/Restriction follow the below steps.

      1. Select the Restrictions bobble

      2. Click on the Requests and Restrictions tab

      3. Search and select the member from the drop down box

      4. Click on Add New Request and Restriction

      5. Fill in the required fields ensuring you select whether it is a Request of a restriction in the Requests/Restrictions field.

      Please note that the Service location list will display locations linked to the same office as the Member. If you wish to expand this to add in a entry for a location in a different office please select 'All Clients' as shown below. This does not select all clients for a request/restriction to go against. 



      *It is important to be aware that you need to leave the delivery location field blank if you are wanting to add an entry for a member for the whole service location.*

       

      1. To enter Multiple Request/Restriction, select the Create Multiple Request and Restriction button
      2. You are able to restrict by Client Group or Location Function

      3. Then process to fill in all the fields and click “Save Requests and Restrictions”