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This How-to covers the steps to modify any of the lists contained in the Prevail Databank.

To view an instructional video of these steps, click the link below.

Video Link: Modifying Lists in the Databank

The Prevail Databank is the home of all of the lists or drop-downs that reside in various parts of the program. The Databank is essentially a “list of lists.” For example, the Databank allows you to control the list that contains all of your choices for appointment types (e.g., training, meeting)

Note: You will need security access to be able to modify the databank, security is set under the Administration, Employee Setup option.

Instructions

Under Administration >Databank, you'll find the list of different databank items listed on the left.
As you click on each list item, you'll see what databank items you already have setup.
If you need additional items to display in the drop-downs throughout Prevail, you click on the 'add' option and populate the fields that are displayed.
Depending on the type of item that you are adding to, there may be more than one field to populate.
1. For example, if you click on Appointments and add, you will be prompted to add a description for the appointment type, you can also assign an image and or color.
  Note: Not all drop-down menus in Prevail are user-

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1. defined. Some of the lists that reside in Prevail are definable only by our technical support staff. If you have

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\uD83D\uDCD8 Instructions

Click Administration >Databank.
Using the list on the left side of the Databank window, choose the list that you want to modify.
To add a new entry
1. Click ‘Add’ at the top of the window
2. Enter a description of the new entry.
3. Click ‘Save’.
To delete an entry
1. Highlight the entry that you want to delete.
2. Click ‘Delete’ at the top of the window.
3. Confirm the deletion by clicking ‘Delete’ again.
To modify an entry
1. Highlight the entry that you want to modify.
2. Enter a new description in the ‘Description’ field.
3. Click ‘Save’.