Difference between revisions of "Edit Locations"

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[[Check For Data Errors]]<br>
 
[[Check For Data Errors]]<br>
 
[[Edit Your Data]]<br>
 
[[Edit Your Data]]<br>
 +
[[Locations Grid Edit]]<br>
 +
[[Locations Single Record Edit]]<br>
 +
[[Report Options - Location List]]<br>
 +
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Latest revision as of 15:28, 14 December 2012

The Locations table will not generate errors, but we recommend that you review the Locations table for typos, missing location titles and unused locations.

1) Click the Locations icon.

Locations Icon.jpg

2) Type missing location codes.

3) Type missing location names.

4) Fix typos or mistakes:

a) Select the text that you want to change.
b) Type the correct text.

5) Delete blank records. (You might have to first delete blank employees.)

a. Select Tools and then Remove Unused Locations to delete unassigned locations.

Location - Remove Unused.png

6) To add a single location, click Add then type a location code and its name.

ProTag.jpg If a Company in Pro contains multiple plans, the locations for all plans will be shown on the location table.

LocationsWindow.png

7) To delete a single location, select the location then click Delete.

a. Confirm deletion.
b. Reassign employees if necessary. If employees are not reassigned to another location the location will not be deleted.

8) Click Close.

See Also

Check For Data Errors
Edit Your Data
Locations Grid Edit
Locations Single Record Edit
Report Options - Location List


© Copyright Yocom & McKee, Inc.