Set Notes Transfer Options

Use the User Options Maintenance (UOPT) program to set options that determine how a program runs for all users of the program, for all users at a branch, or for specific users.

  1. Set these options:

Field Name

Type / Max Length

Action / Description

Retain "from" file seq no?

Optional

Select if you want to keep the same sequence numbers when notes are copied.

Sequence number duplication

Conditionally required

If you selected Retain "from" file seq no, choose what happens when notes are copied and one or more of the sequence numbers exist:

Select

To

Overwrite existing note

Replace the existing note with the note being copied

Skip this note

Do not copy the line that has a duplicate sequence number; the existing note is retained

Use the next sequence number

Assign the next available note sequence number

Note: Save options is automatically selected.

  1. Choose the appropriate option:

To

Do This

Apply this option

Click OK.

Exit without applying this option

Click Cancel.