Each user firm will have its own procedures to deal
with different aspects of administration.
Omni can provide links to an index of those procedures
plus the procedure notes for some of the most important features.
Settings
The master user for each user-firm can set up the
links to procedures by selecting ‘System, Master User Options,
Settings’ and then the Procedures tab:
·
The
‘Activated’ box should be ticked – this will display the
buttons which access the links. When the Activated box is not ticked, none of
the Procedures options will be visible.
·
In the ‘Folder
name’ box, store the parent folder for all of the procedures but
don’t include any file names – see example below.
·
Under File names, store
the file name of each procedure (but don’t repeat the path included in
the Folder Name box).
Any type of file can be accessed and so you need to
include the extension (e.g. .doc, .xls, .pdf or .htm). To access the file,
Omni will add together the path and the filename with ‘\’ in between.
For example, if the Folder Name is ‘H:\SIPP
Procedures’ and the ‘File name’ is ‘Contributions\Tax Relief
Reclaim.doc’ then Omni will access ‘H:\SIPP
Procedures\Contributions\Tax Relief Reclaim.doc’
Procedure Index
If the settings for Procedures have been activated,
the Procedure Index can be accessed from ‘Help, Procedure Index’.
You can set up your index to access each of your procedures.
Individual Procedures
Omni can access directly a few important procedures.
For example, if you select ‘Reports, Contribution Tax Relief’, the
screen has a Procedure button which links directly to the file specified for
‘Contributions Tax Relief Reclaim’ in the Settings screen.
Trouble Shooting
For the file links to work, the procedure notes will
all need to be stored with the same folder (the one included in the Folder name
box). They can be stored in sub-folders as long as the extra folder name is
included in the file name (as in the example above).
If a procedure note is moved or stored under different
name, the link in Omni will need to be updated.
The links have to be very precise – it is
recommend that the folder and files are found in Windows Explorer and then
copied and pasted into Omni.