Difference between revisions of "Edit Locations"
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The Locations table will not generate errors, but we recommend that you review the Locations table for typos, missing location titles and unused locations. | 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. | + | 1) Click the '''Locations''' icon. |
[[File:Locations Icon.jpg]] | [[File:Locations Icon.jpg]] | ||
| Line 14: | Line 14: | ||
5) Delete blank records. (You might have to first delete blank employees.) | 5) Delete blank records. (You might have to first delete blank employees.) | ||
| − | :a. Select Tools. | + | :a. Select '''Tools'''. |
| − | :b. Remove Unused Locations to delete unassigned locations. | + | :b. Select '''Remove Unused Locations''' to delete unassigned locations. |
[[File:Location - Remove Unused.png]] | [[File:Location - Remove Unused.png]] | ||
| − | 6) To add a single location, click Add then type a location code and its name. | + | 6) To add a single location, click '''Add''' then type a location code and its name. |
[[File:ProTag.jpg]] If a Company in Pro contains multiple plans, the locations for all plans will be shown on the location table. | [[File:ProTag.jpg]] If a Company in Pro contains multiple plans, the locations for all plans will be shown on the location table. | ||
| Line 25: | Line 25: | ||
[[File:LocationsWindow.png]] | [[File:LocationsWindow.png]] | ||
| − | 7) To delete a single location, select the location then click Delete. | + | 7) To delete a single location, select the location then click '''Delete'''. |
:a. Confirm deletion. | :a. Confirm deletion. | ||
| − | :b.Reassign employees if necessary. | + | :b. Reassign employees if necessary. If employees are not reassigned to another location the location will not be deleted. |
| − | 8) Click Close. | + | 8) Click '''Close'''. |
© Copyright Yocom & McKee, Inc. | © Copyright Yocom & McKee, Inc. | ||
Revision as of 17:31, 21 August 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.
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.
- b. Select Remove Unused Locations to delete unassigned locations.
6) To add a single location, click Add then type a location code and its name.
If a Company in Pro contains multiple plans, the locations for all plans will be shown on the location table.
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.
© Copyright Yocom & McKee, Inc.
