Add/Edit/Remove Flags

Your center administrator may choose to use flags to communicate client information at a glance.  Flag  descriptions, and behaviors are set by your center's administrator.  Flags set as "critical" by your center administrator will show as white flag on a red background throughout the program.  Other flags will show as white flag on a green background.

Notification flags will cause a pop up alert to be displayed any time a user interacts with the client in the program.  Notification flags may be temporarily disabled by checking the box on the pop up alert.  Other flags may be set as confidential so that they can only be viewed by users with sufficient permission or those who have confidential access to the client record.  There are also locking flags that prevent client records from being deleted until after the flag has been removed.

The Flags button appears on the menu bar of several screens in Titanium (e.g., appointment, client file, client screen).  If a flag has been assigned for a client, the Flags button on the menu bar of the client screen will be colored and a small flag icon will appear throughout the program when the client's name is shown (e.g., My Clients list, appointment screen/blocks, on search lists, etc.).  You can hover your mouse over the flag icons to read the flag descriptions.

What would you like to do?

Add a Flag

1. Click the Flags button on the menu bar on any screen on which it appears.

2.  Click Manage Flags.  The client screen will open with the Client Flags tab selected.

3.  Click Add.

4.  On the Add Client Flag pop-up window, use the pull down menu to select the desired flag, and enter a description if desired.

5.  Click OK.

6.  Click Save.

7.  Click Exit.

Edit a Flag

1. Click the Flags button on the menu bar on any screen on which it appears.

2.  Click Manage Flags.  The client screen will open with the Client Flags tab selected.

3.  Click on the desired flag.

4.  Click View/Edit.

5.  Make desired changes, and click OK.

Remove a Flag

Deleting flags will remove them from Titanium and they will not be available for reporting purposes.  Unless the flag was entered in error, it is recommended that flags be deactivated when no longer applicable.

1. Click the Flags button on the menu bar on any screen on which it appears.

2.  Click Manage Flags.  The client screen will open with the Client Flags tab selected.

3.  Click on the desired flag.

4.  To deactivate the flag, click Deactivate.  Enter the reason and click OK.

5.  To delete the flag, click Delete.

6.  Click Yes.