Difference between revisions of "Edit Locations"
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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''' and then '''Remove Unused Locations''' to delete unassigned locations. |
− | |||
[[File:Location - Remove Unused.png]] | [[File:Location - Remove Unused.png]] | ||
Line 33: | Line 32: | ||
==See Also== | ==See Also== | ||
+ | [[Check For Data Errors]]<br> | ||
[[Edit Your Data]]<br> | [[Edit Your Data]]<br> | ||
© Copyright Yocom & McKee, Inc. | © Copyright Yocom & McKee, Inc. |
Revision as of 20:02, 27 September 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 and then 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.
See Also
Check For Data Errors
Edit Your Data
© Copyright Yocom & McKee, Inc.