Modifying an Element

Deleting an Element

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting.
  3. Click on Billing Report Setup, within the right hand click on either Official Report Setup or Unofficial Report Setup.
  4. Before the Billing Report Setup list populates, you must either:
    • Within the search box, type-in any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the list, double click on the report name to access the General – Alternate Billing Report Setup window opens.
  2. Within either the header or body panes, click on the element that you want to delete to highlight your selection. Right click the record selector box (located just left of the element name) and from the pop-up box, click Delete.
  3. Once you click Delete, a message box appears verifying that you really want to delete the element. Click Yes within the box to continue or No to cancel the operation.
  4. Once selected, CAIRS draws a line through the category allowing you to delete multiple elements at once.
  5. If you do not want to delete the element, right-click the record to access a pop-up menu. From the pop-up, click Undelete.
  6. Once you select Undelete, a message box appears verifying that you really want to keep the element. Click Yes within the box to continue or No to cancel the operation.
  7. Within the Actions ribbon group, click the Save (to save and stay) button or click the Save & Close (to save and exit) button.

Moving an Header Element Up or Down

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting.
  3. Click on Billing Report Setup, within the right hand click on either Official Report Setup or Unofficial Report Setup.
  4. Before the Billing Report Setup list populates, you must either:
    • Within the search box, type-in any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the list, double click on the report name to access the General – Alternate Billing Report Setup window opens.
  2. Within the Report Header Rows pane, click on the element to move within the report, then click on the Move Element Up or Move Element down button within the Report Header Actions ribbon group.
  3. The element move within the list, until you click on the Save button, the record selector box contains the outline of a pencil.
  4. To finalize your moves, click on the Save button within the Actions ribbon group.

Moving an Body Element Up or Down

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting.
  3. Click on Billing Report Setup, within the right hand click on either Official Report Setup or Unofficial Report Setup.
  4. Before the Billing Report Setup list populates, you must either:
    • Within the search box, type-in any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the list, double click on the report name to access the General – Alternate Billing Report Setup window opens.
  2. Within the Report Body Sections pane, click on the element to move within the report, then click on the Move Element Up or Move Element down button within the Report Body Actions ribbon group.
  3. The element move within the list, until you click on the Save button, the record selector box contains the outline of a pencil.
  4. To finalize your moves, click on the Save button within the Actions ribbon group.