Difference between revisions of "Edit Locations"
(Created page with "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 Location...") |
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1) Click the Locations icon. | 1) Click the Locations icon. | ||
| − | + | [[File:Locations Icon.jpg]] | |
2) Type missing Location Codes. | 2) Type missing Location Codes. | ||
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3) Type missing Location Names. | 3) Type missing Location Names. | ||
| − | 4) Fix typos or mistakes: | + | 4) Fix typos or mistakes:<br> |
| − | a) Select the text that you want to change. | + | :a) Select the text that you want to change.<br> |
| − | b) Type the correct text. | + | :b) Type the correct text. |
5) Delete blank records. (You might have to first delete blank employees.) Select Tools and then Remove Unused Locations to delete unassigned locations. | 5) Delete blank records. (You might have to first delete blank employees.) Select Tools and then Remove Unused Locations to delete unassigned locations. | ||
| Line 19: | Line 19: | ||
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]] When a Company in Pro contains multiple plans, the locations for all plans will be shown on the location table. | |
| − | + | [[File:LocationsWindow.png]] | |
7) To delete a single location, select the location then click Delete. Confirm deletion. Reassign employees if necessary. | 7) To delete a single location, select the location then click Delete. Confirm deletion. Reassign employees if necessary. | ||
8) Click Close. | 8) Click Close. | ||
| + | |||
| + | © Copyright Yocom & McKee, Inc. | ||
Revision as of 21:40, 9 August 2011
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.) Select Tools and then Remove Unused Locations to delete unassigned locations.
file:removeunusedlocs.png
6) To add a single location, click Add then type a location code and its name.
When 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. Confirm deletion. Reassign employees if necessary.
8) Click Close.
© Copyright Yocom & McKee, Inc.
