Contact Type

Overview

It allows  to create Contact Types in order to classify the list of GENERAL CONTACTS for PhilGEPS.

 

Navigation

Support Entities ► Contact Type

 

Contact Type screen field and Tabs

 

Field

Description

Code

Unique identification code either entered by user or system generated as defined in system generated.

Active

A checkbox whose Possible Values are TRUE/FALSE. Default value is TRUE. Value 'True' refers that the record is available for use. Otherwise, it is for reference purpose only.

Acronym

ID for the  String Type.

Name

Name for the type of contact.

Description

Description of the type of contact.

Attachment

Collection of documents containing information needed to approve the type.

 

Procedure

User: Admin

  1. User is logged into the system and goes to Contact Type screen.
  2. User clicks on ‘Create’ Button.
  3. User fills out the necessary Contact Type information in the fields.
  4. User clicks on ‘Save’ button.
  5. If user does not fills up correct information in mandatory fields, system does not saves the record and shows an error message.

Attachment

Attachment screen field and Tabs

FieldsDescription

Id

Unique identification code manualy entered by the user.

Title

Title of the Attachment

Description

Short descrption of the attachment.

Attachment

Field to upload document to support the attachment.

Date Time

Date Time of the attachment.

User

User who is uploading the document and associated with the attachment