Print options are displayed by selecting the print icon from the duty of care screen. Once a duty of care has been viewed and explained to the customer it must be printed for the customer to sign, only at this point can the enquiry be ordered.
DP & DS document archive types should be created and entered in system parameters - if the scan parameter is not entered then scan icon is no longer enabled.
Customer: Displays the customer's name.
Available options: Please select one of the following.
Click on the print option and choose from the required printing formats
Selected format stationary
Double click on the format to print or single click to select and then select the print icon to send to the printer.
A message will be displayed advising that the print has been sent to the print, the print icon wording now will change to reprint.
Click next to go to the scan option or cancel to exit back to the duty of care.
Obtain the signed copy of the customers duty of care document, place it in the scanner and click on the scan button - Kview and the installed scanning software will be enabled and a scan of the document will be produced. Adjust scan resolution as required to make as small as possible, once the scan has been completed there may be a message prompted to scan another page click yes or no as appropriate.
Warning: This message may be displayed behind the Kview screen, please do not be tempted to just close the Kview scan as it will result it the session freezing - find the message on screen and click No to close and complete scanning. A message will be prompted once scanning is successful.
Warning:Scanning of signed document is not mandatory but as it is very space intensive must be done at a low DPI e.g. 75 and ideally the Output Type set at Black and White (raster) giving an average image size of 68 KB any image larger may not be stored correctly and potentially cause retrieval problems from document archive.
Warning:Kview V1.1 - required if using scanning.
Once scanning is complete click next to go to the retrieve or cancel to exit back to the duty of care
Retrieve allows the retrieval of the printed and scanned documents
Select the required type from the two radio buttons either printed document or scanned document
Automatically find latest duty of care? When clicking the find option if this tick is left on the last document in the file is displayed.
Warning: Find last document is made inactive when customers retrieving via CRM.
Menu Options and Icons:
| Menu | Icon | Description |
|---|---|---|
| File > Exit | | Return to Duty of care. |
| Help > F1 | |
Press F1 or click icon for help file. |