Creating a Commission Rule

Overview

In this tutorial we will review how to create a commission rule in Wise Option.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

• IMPACT

Estimated Time to Complete – 10 minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Commission Rule.

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

How to create a Commission Rule | WO eLearning

Step-by-Step Guidance

Coming Soon

Keep an eye on this page in the future, we will be putting details about this feature here! Our Facebook Discussion Group is also a great place to get answers from fellow Wise Option Users.

• Online Help Request: Submit a help request or schedule a support session anytime through our website here.
• Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at [e-mail].
• Phone or Text: Dial or send a message to [phone]. Please be sure to include your name and business if this is your first time contacting us on our support line.

Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.

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Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

eLearning: Mobile App Location Management

Step By Step Guidance

1. Navigate to the mobile app's home screen.

2. Click on the "More" icon located at the bottom of the screen.

3. Select "Location Management" from the menu.

4. Use the refresh button if needed, located at the top left.

5. Utilize the expand/collapse feature for icons to manage your view.

6. Explore the filter options by clicking on the filter icon.

7. Sort the view by priority or location based on your preference.

8. Further filter by selecting options such as all active patients, checked reminders, unchecked reminders, and trial patients.

9. Optionally, filter by priority or location to refine your view.

10. Review the summary at the top, indicating the number of locations and patients for each priority level.

11. Expand all levels to view detailed information about mares listed under each priority.

12. Click and hold to open the patient file directly from the list.

13. Use the filter settings to streamline your workflow, for example, selecting "Palpation not checked only."

14. As you progress through daily tasks, the list will update automatically, providing an accurate overview of pending actions.

15. Note that changing locations will be available in the next application version

Resources

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