Utilities

To access Utilities from the Home screen, do one of the following:

• Click Utilities on the navigation panel.
• Click Areas > Utilities on the menubar.
• Click the down arrow next to Home on the options bar and select Utilities.

To access Utilities from another area of the program, do one of the following:

• Click Home > Utilities on the menubar.
• Click the down arrow next to Home on the options bar and select Utilities.

The Utilities screen is comprised of the following sections:

• Menubar

  

  The following menubar options are available in the Utilities area:

  • File
  • • New
    • • Sticky Note
    • Print
    • Display Options
    • Exit
  • Edit
  • • Undo
    • Cut
    • Copy
    • Paste
    • Delete
    • Select All
    • Desired
    • Required
  • Areas
  • • Utilities Home
    • Add-Ons
    • Attachments
    • Diagnostic
    • Interface
    • Logins
    • Purge
    • Reassign
    • Rebuild
  • Home
  • • Accounts
    • General Ledger
    • Reports/Marketing
    • Procedures
    • Configure
    • Utilities
    • Email
  • Locate
  • Actions (Options vary depending on the navigation panel selection.)
  • On Demand
  • Access
  • • Notifications
  • Links
  • myEpic
  • SMS
  • Help
  • • Applied Epic Help
    • Applied KnowledgeBase
    • Applied Epic Release Notes
    • Online Chat / Log a Case
    • About Applied Epic 2023
• Options Bar

  

  The following options bar options are available in the Utilities area:

  • Home
  • • Accounts
    • General Ledger
    • Reports/Marketing
    • Procedures
    • Configure
    • Utilities
    • Email
  • Locate
  • Actions (Options vary depending on the navigation panel selection.)
  • On Demand
  • Access
  • • Notifications
  • Links
  • myEpic
  • Exchange
  • SMS
  • New
  • • Sticky Note
  • Print
• Navigation Panel

  The Utilities navigation panel displays on the left. When you click a button, the area expands to show the options available under that heading.

  The following navigation panel items are available in Utilities:

  • Utilities Home
  • Add-Ons
  • • Rating Services Installer
  • Archive
  • Archive Accounting
  • Attachments
  • • Move Attachments
  • Diagnostic
  • • Client Sessions
    • Release System Locks
  • Interface
  • • Cleanup
  • Logins
  • • Reset Password
  • Purge
  • Attachments
  • Reassign
  • • Workload Reassignment
  • Rebuild
  • • Rebuild GL Balances
• Recent Selections

  Your most recent Utilities selections display on the Utilities Home screen. Click a selection to jump to that area.