Pools
The Pools button opens a screen to view staffing pools assigned to the employee. Pool assignments can be added and removed from this screen.
Depending on the authorization level of the employee, the following actions may be available:
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Adding a Pool Code
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Filtering the Pool Code List
Note
Pool codes available in this screen must be previously set up from .
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The following topics are available in this chapter |
Agency
Indicates whether this pool identifies staff belonging to an outside agency (Yes/No).
Active
Indicates whether this pool code is currently being used by the system and can be assigned (Yes/No).
Badge Library Code
The code identifying the access badge library used for staff members belonging to this pool.
Code
The alphanumeric short name or abbreviation for this staffing pool.
Description
The label describing the pool code.
Number
Numeric value identifying the staffing pool that is used with input devices requiring numbers, such as the badge reader.
Reference Number
The identification number of the employee/agency staff member within this pool.
Action Buttons
The following action buttons may be available in the left pane for adding or deleting related records:
Add
Click on the Add button to open a screen to configure a new record.
Delete Selected
The Delete button is used to remove one or more records from a screen.
The following actions may display in the left pane when searching for a record:
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note
The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under . The Advanced/Basic buttons only display on screens with Advanced search capabilities.
Assign: Common Data
The Assign: Common Data button is used when assigning multiple records that need values entered. This indicates that all the selected records should be assigned the same values.
For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number are the same for all pool assignments, select Assign: Common Data. The user only needs to add these values once and they are assigned to each record.
Note
If records should have different values, select Assign: Individual Data, and each record is opened separately to add values.
Assign: Individual Data
The Assign: Individual Data button is used when assigning multiple records that need values entered. This indicates that the selected records should be assigned different values.
For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number should be different for some (or all) of the pool assignments, select Assign: Individual Data. Each record is open to add values.
Note
If all records should have the same values, select Assign: Common Data, and the values only need to be entered once.
Assign Selected
To assign records to another record, check the boxes to the left of each record and click on the Assign Selected button.
After records have been selected in the search, the following additional actions may be available in the left pane:
Save
Click on the Save button to save the new or updated information in the current screen.
The system does a validation on fields to verify a valid value has been entered. If the value is not valid, a warning message is generated, and the record is not saved.
Reselect Data
Click on the Reselect Data button to reload the previous search results, so the user can select which records to display.