Locations Single Record Edit

file:LocSingleRecordEdit.png

General Information

The Locations Single Record Edit allows the user to view a work location available to all plans within a company. Navigation buttons allow the user to view other locations. The window can be accessed by clicking the Locations icon on the toolbar and from the LocationsGridEdit Location Grid Edit via the Tools button.

Controls

• Add Button

This button will allow the user to add a location record.

• Delete Button

This button will allow the user to delete the currently selected location record. If there are employees within a plan that are assigned to the location, the software will ask if the user wants to reassign the employees to another location. If the user chooses not to assign the employees to another location, the location will not be deleted.

• Tools Button

This button will bring up a menu that will allow the user to perform various tools/tasks on the locations.

Grid Edit - This will close the Location Single Record Edit window and show the LocationsGridEdit grid edit window. The user can set which window should be the default by selecting Utilities, Options from the main menu. Click on the Editing tab, then select or deselect the check box next to "Use Grid Edit to edit Locations."

Print Location List - This enables the user to print, preview or export a location list for all plans.

Convert All Names To Uppercase - This will convert all of the location names into uppercase.

Convert All Names To Proper Case - This will convert all of the location names into proper case.

Remove Unused Locations - This will permanently remove any locations that are not assigned to any employees.

Remove All Locations - This will permanently remove all locations.

• Search Button

Displays a grid of locations. Select one to edit or type a key word to search for a location.

• Drop down List

file:LocationSingleSort.jpg This drop down list will set the first sort order when paging through single locations.

• Location Code

The location code is an unique alphanumeric code for a location that can be up to 10 characters in length. There cannot be a duplicate location codes within a company. Location codes are automatically converted to uppercase.

• Location Name

The location name is a description of the location that can be up to 50 characters in length.

• Close Button - Closes the location edit window.