Procedural Note 46

Management Tab – Setup - Unit Types

Here, you will be able to edit and create new unit types. Please note, the unit type will need to be created in both GuestPoint and TrustPoint to be linked.

            1.      a) to Edit a unit type, double click on the record.

                  

            b) To Create a new unit type, press + Add Record.

            

            2.     Enter/modify the code, name, default unit class and/or annual budget. You can also mark the unit type as inactive here by ticking the inactive box. Press save.