Creating a Distribution List for a Plan of Care in the Content Manager

Users with appropriate permission can create a distribution list.

To create a distribution list, complete the following steps:

1. In the content list, select a plan of care and then click the Manage link to open the Content Manager screen.
2. Click the Manage Reviewers link at the top of the screen. If a user does not have correct permission, this link is unavailable.

   The Manage Reviewers main screen opens and displays an address book of reviewers, authors, teams, and distribution lists for the client environment.

3. Click the New Distribution List link at the top of the screen. The New Distribution List screen appears. Complete the requested data and click Save.
   • List Name: Provide a name for the distribution list.
   • Create Date: This date is automatically populated with the current date.
   • Last Modified Date: This date is automatically populated with the date on which the distribution list was last modified.
     The screen shows 2 list boxes labeled Address Book and Distribution List.

     The Address Book lists the available authors and reviewers for the environment who may be added to a distribution list.

     The Distribution List shows the authors and reviewers who make up the distribution list.
4. To add authors, reviewers, or distribution lists to the Distribution List, select the appropriate check box in the Address Book list box and click the > link.
5. To remove authors, reviewers, or distribution lists from the Distribution List, select the appropriate check box in the Distribution List list box and click the < link. The names are moved back to the Address Book.
   • To add all authors, reviewers, and distribution lists from the Address Book to the Distribution List, click the >> link.
   • To remove all authors, reviewers, and distribution lists from the Distribution List, click the << link.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014