Uit Bitbybit Information Systems
WebView User Manual
Timetable Expand selection
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Expand Consumer selection
Steps
- Click the 'Expand selection' tab.
- Click the 'Consumer' subtab.
- A list of consumer types appears.
- An example of a consumer type is 'Permanent Platinum'.
- Click a consumer type to see its corresponding consumers appear on the right.
- In the figure the consumer type 'Permanent Platinum' was selected and its corresponding consumers Ronald and Zoe appear on the right.
- You can also select several consumer types at once.
- In the figure the consumer types 'Incidental Diamond' and 'Permanent Platinum' have been selected.
- Tick the boxes of the consumers you wish to add to the selection.
- In de figure the consumers David and Ronald are ticked.
Tip: Tick the box at the top left (next to Consumer) in order to tick all the consumers of the consumer type.
- Click the 'Save to basket' button.
- The system springs to the 'My selection' tab, 'Consumer' subtab and the selected consumers have been added.
- See also: Consumer selection.
Search
- If the list of consumer types is very long use the Search button to find consumers.
- Enter the text of you are looking for in the Search field.
- Click the Search button
- The consumers appear on the right (if found).
- In the figure the search string is Brown and the consumer containing this string appears in the table titled 'search results: Brown', on the right.
- Tip: If you click the Search button with an empty search field then you will get all consumers (of all consumer types)
Create a Consumer
- Should you miss a consumer you can click the 'Create Consumer' button.
- See also: Create Consumer. This button is only visible if you have administrator authorisation.
- Tip: Only consumers in the 'Resource group' list of the corresponding 'User group' are visible in 'Expand selection'.
- So before attempting to create a new consumer first check whether it exists in the Consumer resources.
