Difference between revisions of "Position"

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=====Adding Position=====
 
=====Adding Position=====
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1. Click Position under Maintenance Module
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2. Under Position Menu Screen, Click Add Position
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3. Fill out the necessary fields then click Save.
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=====Editing Position=====
 
=====Editing Position=====
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1. Click Position under Maintenance Module
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2. Select a Position that needs to update its details. Click the drop-down arrow then click Edit.
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3. Update the necessary fields then click Save.
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Revision as of 12:16, 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)


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

1. Click Position under Maintenance Module 2. Under Position Menu Screen, Click Add Position

3. Fill out the necessary fields then click Save.


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


Editing Position

1. Click Position under Maintenance Module

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.



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 Characters

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

*Special Characters

*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