General Information

• If you don't have an attendance code set up in Unity® Practice Management, please contact your cahier who will assist you 
• This maintenance option allows you to add new attendance codes.
• It allows you to edit existing attendance codes.

How To Access This Option
1.  Open the "Accounts" program.

2.  Click the maintenance icon:

3.  Double click the "Attendance Code" option.

How To Add An Attendance Code
1.  Click .

2.  Enter a code.

3.  Enter a description.

4.  Untick the "Active" checkbox to mark the attendance code as inactive. This means that the attendance code will no longer be available for selection within the "Accounts" and "Coredata" programs. The purpose of the "Active" checkbox is to prevent the program options from becoming cluttered with old attendance code that are no longer used.

6.  Select cost either on an hourly basis or per unit. Most attendance codes are charged on an hourly basis. Attendance codes charged per unit include letters and telephone calls.

7.  Select which group category the new code falls under. The group category is for reporting purposes only, it will help to organise the information more efficiently.

8.  Tick the "Non Chargeable" checkbox if the attendance code is to be non-chargeable.

9.  Tick the "Standard Fee" checkbox if a standard fee is to be applied. This option relates to SPOCC (i.e. criminal franchise) attendance codes only.

10.  Enter a time costing limit. This option relates to SPOCC (i.e. criminal franchise) attendance codes only.

11.  Click .

How To Edit An Attendance Code
1.  A list of existing attendance codes will display in the lower section of the window. Click the required record to select it, that record will turn blue.

2.  The information for the selected record will display in the upper section of the window. Any field can be edited by simply re-enter the new information.

3.  Click .

How To Delete an Attendance Code
1. A list of existing attendance codes will display in the lower section of the window. Click the required record to select it, that record will turn blue.

2.  The information for the selected record will display in the upper section of the window.

3.  You cannot delete an item, but you can make it inactive instead. To do this untick the "Active" checkbox then click . By default, inactive items are not displayed within "Accounts", "Coredata" or on the reports unless you specifically request to view them. In other words, inactive items are normally hidden from view, but with the advantage that you can still go back to them if necessary.