How-to Modifying Lists in the Databank

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

The Prevail Databank is the home of all of the lists 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: Not all drop-down menus in Prevail are user-definable, some lists are definable only by our technical support staff. If you have any questions, please call the Prevail training department.

\uD83D\uDCD8 Instructions

1. Click Administration >Databank.

2. Using the list on the left side of the Databank window, choose the list that you want to modify.

3. 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’.

4. 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.

5. 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’.

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