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Publishing restrictions

Once you're happy with your applied restrictions, you can publish your restrictions locally, to test branch(es) or to all branch(es).

  1. Once you're ready to publish your restrictions template, select the [Publish - F10] button found under the Head Office Restrictions grid. The Publish Restrictions window displays.

Head Office Restrictions Manager Publish Restrictions

  1. Use the radio dials to select one of the publish options. You can select:
    • Publish Locally to publish to your Head Office local instance of Apotec CRM
    • Publish to Test Branch(es) only to publish to the test branch(es) you have specified as Is Test within your chosen template
    • Publish to All Branch(es) to publish to all branches on your template. Using this option, you can specify a publishing delay by toggling the Delay switch to Yes and completing the date and time fields.

Head Office Restrictions Manager Publish Restrictions complete

  1. After selecting your publish option, select the [Confirm - F10] button to publish, or schedule the publishing of, your restrictions template.