Setting up isolation lists
- Last UpdatedSep 25, 2024
- 2 minute read
Use this list as a basic guideline for setting up your Isolation List types.
Plan your Isolation List types and workflows
For each Isolation List type, you will need to plan out the workflow for that type.
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Create the set of Statuses
At the entity level, modify the provided set of statuses and add custom statuses, if needed, until you have the full set of statuses you need.
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Create the set of Processes
At the entity level, modify the provided set of processes and add custom processes, if needed, until you have the set of processes you need.
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Create Isolation List types
Each of your Sites will need its own set of Isolation List types.
Good Practice We recommend the practice of creating a Templates Site for the purpose of storing and developing templates. Create your Isolation Types in the Templates Site and then duplicate the types to your other Sites. Once created, the Isolation List types at individual sites can be modified independently.
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Enable Statuses for each Isolation List type
From the full set of available statuses, you can select which ones apply to individual Isolation List types.
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Dynamic Functionality
Configure the functionalities for each Isolation List type.
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Upload Labels
Add label templates for each Isolation List type.
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