Difference between revisions of "Position"

 
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==Position==
 
==Position==
 
This maintenance screen allows the users to configure the position of the other users that will be using the system.
 
This maintenance screen allows the users to configure the position of the other users that will be using the system.
 
+
=====Position Record List=====
=====Company Structure(Position)=====
+
[[File:Maintenance - Position - Record List.png|border|center|1500x1500px]]
[[File:Company User Structure - Position.png|center|1000x1000px]]
 
 
<br />
 
<br />
=====Position Record List=====
 
 
=====Notes:=====
 
=====Notes:=====
  
Line 15: Line 13:
  
 
=====Adding Position=====
 
=====Adding Position=====
 +
 +
#Click [[Position]] under Maintenance Menu
 +
#Under Position Screen, Click Add Position
 +
#Fill out the necessary fields then click Save.
 +
 +
[[File:Maintenance - Position - Add.png|border|center|1500x1500px]]
 
<br />
 
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
!Field
+
!'''Field'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Restricted Input'''
 +
! style="vertical-align:middle;text-align:center;" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" |'''Required Field?'''
 
|-
 
|-
 
|1. Position
 
|1. Position
 
|•Position of the user
 
|•Position of the user
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |100
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2. Description
 
|2. Description
 
|•Description of the Position
 
|•Description of the Position
 
|•Alphanumeric
 
|•Alphanumeric
|}<br />
+
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|}
 +
=====Viewing Position=====
 +
 
 +
#Click [[Position]] under Maintenance Menu
 +
#Select a Position record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Position upon viewing it
 +
 
 +
[[File:Maintenance - Position - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Position=====
 
=====Editing Position=====
 +
 +
#Click [[Position]] under Maintenance Menu
 +
#Select a Position that needs to update its details. Click the drop-down arrow then click Edit.
 +
#Update the necessary fields then click Save.
 +
 +
[[File:Maintenance - Position - Edit.png|border|center|1500x1500px]]
 
<br />
 
<br />
{| class="wikitable" style="margin: auto;"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
!Field
+
!'''Field'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Restricted Input'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Required Field?'''
 
|-
 
|-
 
|1. Position
 
|1. Position
 
|•Position of the user
 
|•Position of the user
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2. Description
 
|2. Description
 
|•Description of the Position
 
|•Description of the Position
 
|•Alphanumeric
 
|•Alphanumeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}<br />
 
|}<br />
 
=====Importing Position=====
 
=====Importing Position=====
1. Click Position under Maintenance Module
 
  
2. Under Position Screen, click Import Position under Options.
+
#Click [[Position]] under Maintenance Menu
 +
#Under Position Screen, click Options then click Import Position
 +
#Download the template in the link provided under step 1.
 +
#Fill up the information needed for each columns of the template.
 +
#Upload the Update File then click Import to proceed
  
3. Download the template in the link provided under step 1.
+
[[File:Maintenance - Position - Import.png|border|center|1582x1582px]]
 
+
<br />
4. Fill up the information needed for each columns of the template.
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
{| class="wikitable" style="margin: auto;"
 
 
 
|+
 
Position Import Details
 
 
!'''Field'''
 
!'''Field'''
 
!'''Description'''
 
!'''Description'''
 
!'''Allowed Inputs'''
 
!'''Allowed Inputs'''
!'''Input Restrictions'''
+
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Restricted Input'''
!'''Required Field?'''
+
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Required Field?'''
 
|-
 
|-
 
|1. Position
 
|1. Position
|Position of the user
+
|•Position of the user
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
+
|•Alphanumeric
<nowiki>*</nowiki>Special Characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
|*Up to 100 characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
| style="vertical-align:middle;text-align:center;" |Yes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2. Description
 
|2. Description
|Description of the Position
+
|•Description of the Position
|*Alphanumeric
+
|•Alphanumeric
<nowiki>*</nowiki>Special Characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
|*Up to 250 characters
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
| style="vertical-align:middle;text-align:center;" |Yes
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
|}
+
|}<br />
5. Attach the template then click Import.
+
 
 +
=====<span class="mw-headline" id="Activating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Position Record</span></span></span></span></span></span>=====
 +
Position can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Position - Activate1.png|border|center|1499x1499px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Position - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deactivating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Position Record</span></span></span></span></span></span>=====
 +
Position can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Position - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Position - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Delete Position Record</span></span></span></span></span></span>=====
 +
Position can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 
 +
[[File:Maintenance - Position - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Delete Button for deleting multiple record
  
 +
[[File:Maintenance - Position - Delete2.png|border|center|1500x1500px]]
 +
<br />
 
=====Position Record Option=====
 
=====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;"
 
{| 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;"
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| style="vertical-align:middle;text-align:center;" |
 
| style="vertical-align:middle;text-align:center;" |
 
| style="vertical-align:middle;text-align:center;" |☑
 
| style="vertical-align:middle;text-align:center;" |☑
| style="vertical-align:middle;text-align:center;" |
+
| style="vertical-align:middle;text-align:center;" |
 
|}
 
|}
 
Notes:
 
Notes:
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*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
 
*If the Position record has been used in other records. Position cannot be deleted.
 
*If the Position record has been used in other records. Position cannot be deleted.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.  <br />
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
Line 116: Line 193:
 
|[[Maintenance]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]
 
|[[Maintenance]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 14:42, 12 April 2022

Position

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

Position Record List
Maintenance - Position - Record List.png


Notes:
  • Position is needed when creating a User.
    • Position with INACTIVE status can still be used by users prior to its deactivation.
Adding Position
  1. Click Position under Maintenance Menu
  2. Under Position Screen, Click Add Position
  3. Fill out the necessary fields then click Save.
Maintenance - Position - Add.png


Field Description Allowed Inputs Restricted Input Character Limit Required Field?
1. Position •Position of the user •Alphanumeric None 100 Yes
2. Description •Description of the Position •Alphanumeric None 250 Yes
Viewing Position
  1. Click Position under Maintenance Menu
  2. Select a Position record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Position upon viewing it
Maintenance - Position - View.png


Editing Position
  1. Click Position under Maintenance Menu
  2. Select a Position that needs to update its details. Click the drop-down arrow then click Edit.
  3. Update the necessary fields then click Save.
Maintenance - Position - Edit.png


Field Description Allowed Inputs Restricted Input Character Limit Required Field?
1. Position •Position of the user •Alphanumeric None 100 Yes
2. Description •Description of the Position •Alphanumeric None 250 Yes


Importing Position
  1. Click Position under Maintenance Menu
  2. Under Position Screen, click Options then click Import Position
  3. Download the template in the link provided under step 1.
  4. Fill up the information needed for each columns of the template.
  5. Upload the Update File then click Import to proceed
Maintenance - Position - Import.png


Field Description Allowed Inputs Restricted Input Character Limit Required Field?
1. Position •Position of the user •Alphanumeric None 100 Yes
2. Description •Description of the Position •Alphanumeric None 250 Yes


Activating Position Record

Position can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Position - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Position - Activate2.png


Deactivating Position Record

Position can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Position - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Position - Deactivate2.png


Delete Position Record

Position can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Position - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Position - Delete2.png


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.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
Categories:
Modules
Maintenance Maintenance | Position | Users | Users Group