How to Add a Sub-module

 

Use the following steps to add a sub-module:

 

1. Click on the System tab, click Tools, and select Custom Module Management.

 

2. In the Custom Module Management screen, click on the Plus button beside to add a new module or sub-module.

 

Note: Use the plus symbol located to the left of the module to expand and view sub-modules related to that module.

 

 

3. Enter the Menu Name.

 

Note: The Type radio buttons will be unavailable. Item will be selected by default.

 

 

4. Enter the Menu ID.

 

5. If applicable, select any of the following selection boxes: SSRS Report and/or External URL (selected by default).

 

If

Then

SSRS Report is selected

1. Click on the Please Select Report drop-down menu to select an option.

 

 

2. Proceed to the Next Step.

External URL is selected

1. Enter the URL.

 

 

2. Proceed to the Next Step.

 

6. Click on the Save button to save the new sub-module item, or click on the Undo button to remove all input information and reset the fields to their default values.

 

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