Step Details Maintenance

Step details allow you to assign labels within a step on your Tracking screen when you aren't using specific locations within that step. This is a good feature to use if you want to categorize cases within a step and don't want to limit the number of cases you can hold in that step. You can set up and edit your step details here: Admin > Tracking Maintenance > Step Details Maintenance.

The screen will show you each step that has been enabled to allow a step detail.

You may enable/disable step details by clicking the toggle for "Step Details for xxx are currently...".  Use the Add Option, delete and edit icons to maintain your list.  You may click on a option and drag and drop to set the order in which the options are displayed on the tracking screen.  Don't forget to click the "Update Display Order" button when you are through ordering your list.

If a step is enabled for details and you have added one or more options you will see a link on the tracking screen for each body in a step. 

In the example above the step detail is currently "Hold for Burial".  At any time you may click on the link and change your step detail to another option from the list you have created.  You will see "Set Step Detail" if a step detail has not yet been selected.

The step details are unique to each step.  Using the example above, when Mr. Appleseed is moved out of Reception and into the next step in tracking it will no longer show a step detail.  If your next step has been configured with step details then you will be able to assign a new step detail to Mr. Appleseed if desired.