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Difference between revisions of "Position"

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<div style="text-align: center;">
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<div style="text-align: center;">  
 
[[Maintenance]] | [[Position Aids]] | [[Users]] | [[Users Group]]
 
[[Maintenance]] | [[Position Aids]] | [[Users]] | [[Users Group]]
 
</div>
 
</div>
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<br />
 
<br />
 
=====Position Record List=====
 
=====Position Record List=====
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[[File:Prime - Position - Record List.png|center|1000x1000px]]
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===== Notes:=====
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−
 
 
−
Notes:
 
  
 
*Position is needed when creating a [[Users|User]].
 
*Position is needed when creating a [[Users|User]].
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=====Adding Position=====
 
=====Adding Position=====
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[[File:Prime - Position - Add.png|center|1000x1000px]]
 
 
<br />
 
<br />
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{| class="wikitable"
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{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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|•Description of the Position
 
|•Description of the Position
 
|•Alphanumeric
 
|•Alphanumeric
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|}
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|}<br />
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Notes:
 
−
 
 
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*For detailed instructions on how to create a position, the user can visit the Position Job Aids which can be found [[Position Aids|here]]
 
−
 
 
 
=====Editing Position=====
 
=====Editing Position=====
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[[File:Prime - Position - Edit.png|center|1000x1000px]]
 
 
<br />
 
<br />
−
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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|•Description of the Position
 
|•Description of the Position
 
|•Alphanumeric
 
|•Alphanumeric
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|}Notes:
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|}<br />
 +
=====Importing Position=====
 +
1. Click Position under Maintenance Module
  
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*For detailed instructions on how to edit a position, the user can visit the Position Job Aids which can be found [[Position Aids|here]]
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2. Under Position Screen, click Import Position under Options.
  
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=====Position Option=====
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3. Download the template in the link provided under step 1.
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[[File:Prime - Position - Option List.png|center|765x765px]]
 
  
 +
4. Fill up the information needed for each columns of the template.
 +
{| class="wikitable" style="margin: auto;"
  
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Notes:
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|+
 +
Position Import Details
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
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!'''Input Restrictions'''
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!'''Required Field?'''
 +
|-
 +
|1. Position
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|Position of the user
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|*Alphanumeric
  
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*For detailed instructions on how to import a position, the user can visit the Position Job Aids which can be found [[Position|here]]
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<nowiki>*</nowiki>Special Character
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|*Up to 100 characters
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=====Position Importing Option=====
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| style="vertical-align:middle;text-align:center;" |Yes
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[[File:Prime - Position - Importing Option.png|center|878x878px]]
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|-
 +
|2. Description
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|Description of the Position
 +
|*Alphanumeric
  
 +
<nowiki>*</nowiki>Special Character
 +
|*Up to 250 characters
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| style="vertical-align:middle;text-align:center;" |Yes
 +
|}
 +
5. Attach the template then click Import.
  
 +
=====Position Record Option=====
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base from Position Record Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
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|- style="box-sizing: inherit;"
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| style="" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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|- style="box-sizing: inherit;"
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| style="" |'''INACTIVE'''
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| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
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| style="vertical-align:middle;text-align:center;" |☑
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| style="vertical-align:middle;text-align:center;" |
 +
|}
 
Notes:
 
Notes:
−
 
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*For detailed instructions on how to import a position, the user can visit the Position Job Aids which can be found [[Position|here]]<br />
 
−
 
−
=====Position Record Option=====
 
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[[File:Position Record Option.png|center|Position Record Option|181x181px]]Notes:
 
  
 
*Position is Required when creating or Editing Users. Position is important when choosing what appropriate [[Users Group]] that the user will be assigned
 
*Position is Required when creating or Editing Users. Position is important when choosing what appropriate [[Users Group]] that the user will be assigned
 
**Position can only be used if the status is '''ACTIVE'''
 
**Position can only be used if the status is '''ACTIVE'''
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*For detailed instructions on how to View, Edit, Deactivate/Activate and Delete a position, the user can visit the Position Job Aids which can be found [[Position Aids|here]]
 
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=====Position View Record=====
 
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[[File:Prime - Position - View.png|center|1000x1000px]]
 
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−
 
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Notes:
 
−
 
 
*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
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*For detailed instructions on how to create a position, the user can visit the Position Job Aids which can be found [[Position Aids|here]]
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* If the Position record has been used in other records. Position cannot be deleted.
  
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{| class="wikitable"
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{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
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|Maintenance
 
|Maintenance
 
|[[Maintenance]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]
 
|[[Maintenance]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]
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|-
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
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|-
 
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|Maintenance Aids
 
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|[[Position Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]
 
 
|}
 
|}

Revision as of 11:49, 15 December 2021

Position

This maintenance screen allows the users to configure the position of the other users that will be using the system.

Company Structure(Position)
1000x1000px


Position Record List
Notes:
  • Position is needed when creating a User.
    • Position with INACTIVE status can still be used by users prior to its deactivation.
Adding Position


Field Description Expected Values
1. Position •Position of the user •Alphanumeric
2. Description •Description of the Position •Alphanumeric


Editing Position


Field Description Expected Values
1. Position •Position of the user •Alphanumeric
2. Description •Description of the Position •Alphanumeric


Importing Position

1. Click Position under Maintenance Module

2. Under Position Screen, click Import Position under Options.

3. Download the template in the link provided under step 1.

4. Fill up the information needed for each columns of the template.

Position Import Details
Field Description Allowed Inputs Input Restrictions Required Field?
1. Position Position of the user *Alphanumeric

*Special Character

*Up to 100 characters Yes
2. Description Description of the Position *Alphanumeric

*Special Character

*Up to 250 characters Yes

5. Attach the template then click Import.

Position Record Option
Actions Available base from Position Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑

Notes:

  • Position is Required when creating or Editing Users. Position is important when choosing what appropriate Users Group that the user will be assigned
    • Position can only be used if the status is ACTIVE
  • The user can edit the details while viewing the record.
  • If the Position record has been used in other records. Position cannot be deleted.
Categories:
Modules
Maintenance Maintenance | Position | Users | Users Group
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