Difference between revisions of "Position"

Line 14: Line 14:
 
=====Adding Position=====
 
=====Adding Position=====
  
# Click Position under Maintenance Menu
+
#Click [[Position]] under Maintenance Menu
# Under Position Screen, Click Add Position
+
#Under Position Screen, Click Add Position
# Fill out the necessary fields then click Save.
+
#Fill out the necessary fields then click Save.
  
 
[[File:Maintenance - Position - Add.png|border|center|1500x1500px]]
 
[[File:Maintenance - Position - Add.png|border|center|1500x1500px]]
Line 35: Line 35:
 
=====Viewing Position=====
 
=====Viewing Position=====
  
# Click Position under Maintenance Menu
+
#Click [[Position]] under Maintenance Menu
# Select a Position record that needs to view its details. Click the drop-down arrow then click View.
+
#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
+
#The user has an option to edit the Position upon viewing it
  
 
[[File:Maintenance - Position - View.png|border|center|1500x1500px]]
 
[[File:Maintenance - Position - View.png|border|center|1500x1500px]]
Line 43: Line 43:
 
=====Editing Position=====
 
=====Editing Position=====
  
# Click Position under Maintenance Menu
+
#Click [[Position]] under Maintenance Menu
# Select a Position that needs to update its details. Click the drop-down arrow then click Edit.
+
#Select a Position that needs to update its details. Click the drop-down arrow then click Edit.
# Update the necessary fields then click Save.
+
#Update the necessary fields then click Save.
  
 
[[File:Maintenance - Position - Edit.png|border|center|1500x1500px]]
 
[[File:Maintenance - Position - Edit.png|border|center|1500x1500px]]
Line 64: Line 64:
 
=====Importing Position=====
 
=====Importing Position=====
  
# Click Position under Maintenance Menu
+
#Click [[Position]] under Maintenance Menu
# Under Position Screen, click Options then click Import Position
+
#Under Position Screen, click Options then click Import Position
# Download the template in the link provided under step 1.
+
#Download the template in the link provided under step 1.
# Fill up the information needed for each columns of the template.
+
#Fill up the information needed for each columns of the template.
# Upload the Update File then click Import to proceed
+
#Upload the Update File then click Import to proceed
  
 
[[File:Maintenance - Position - Import.png|border|center|1582x1582px]]
 
[[File:Maintenance - Position - Import.png|border|center|1582x1582px]]

Revision as of 11:45, 4 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 Expected Values
1. Position •Position of the user •Alphanumeric
2. Description •Description of the Position •Alphanumeric
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 Expected Values
1. Position •Position of the user •Alphanumeric
2. Description •Description of the Position •Alphanumeric


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


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


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