Summary

Contact Types are contact categories that can be used to attach contacts to assessments. Some Special Assessments module reports can be configured to include these contact type details.

Contacts types are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> open an assessment> Contacts tab). You can reduce data entry by creating contact types for the most common contacts you use.

Follow this process to create an SA module contact type.

Step by Step

1     Open the Contact Type Maintenance window.

• The Contact Type Maintenance window (SA> Maintenance> Contact Type) will display a list of all the contact types created in the application.
• Click the Delete icon to delete a contact type.
  • You cannot delete contact types that are attached to existing assessments.
• Click on the Create icon to add a new contact type.

2     Create a contact. 

• Enter a contact type in the Contact Type field. This code can be up to 20 alphanumeric characters. This field will not be enabled and available for editing after the contact type has been saved.
• Enter an optional description in the Description field. The Description can be up to 60 alphanumeric characters.
• Click on the Save icon or press ENTER to save the contact type.
  • Once a contact type is created, it will be accessible from the Contacts tab of the Assessment Maintenance window. Once attached to an assessment, the contact will receive a notification letter when a Letters batch is processed if the contact has the Notification toggle checked.