Setting up Business Areas

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===Adding values to the Business Area Code Library===
 
===Adding values to the Business Area Code Library===
# Select the Maintenance TAB.
+
# Select the <b>Maintenance</b> TAB.
# Select the Code Library folder.
+
# Select the <b>Code Library</b> folder from the <b>More</b> drop down tab.
 
# You will see a list of Library Codes, locate the <b>Business Area</b> Library Code and select it.
 
# You will see a list of Library Codes, locate the <b>Business Area</b> Library Code and select it.
# Select the Codes subfolder from the left menu.
+
# Select the <b>Codes</b> subfolder from the left menu.
# Select the create button.
+
# Select the <b>[Add New Record]</b> button.
 
# Enter the business area name into the <b>Code name</b> field.
 
# Enter the business area name into the <b>Code name</b> field.
# Select the Save button.
+
# Select the <b>[Save]</b> button.
 
   
 
   
 
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
 
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
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<b>To enter additional codes into this Code Library</b>
 
<b>To enter additional codes into this Code Library</b>
 
# Select the <b>Codes</b> subfolder from the left menu
 
# Select the <b>Codes</b> subfolder from the left menu
# Select the create button.
+
# Select the <b>[Add New Record]</b> button.
 
# Enter the value into the <b>Code name</b> field.
 
# Enter the value into the <b>Code name</b> field.
# Select the Save button.
+
# Select the <b>[Save]</b> button.
  
 
===Code Fields Explained===
 
===Code Fields Explained===

Revision as of 06:31, 22 June 2017

Business Areas

The Business Area field is a Code Library. Any additions to this field must be done through the Code Library.

Adding values to the Business Area Code Library

  1. Select the Maintenance TAB.
  2. Select the Code Library folder from the More drop down tab.
  3. You will see a list of Library Codes, locate the Business Area Library Code and select it.
  4. Select the Codes subfolder from the left menu.
  5. Select the [Add New Record] button.
  6. Enter the business area name into the Code name field.
  7. Select the [Save] button.

Fields marked in bold are mandatory and must be filled in before the benefit can be saved

To enter additional codes into this Code Library

  1. Select the Codes subfolder from the left menu
  2. Select the [Add New Record] button.
  3. Enter the value into the Code name field.
  4. Select the [Save] button.

Code Fields Explained

Field Name Description
Selected by Default If you want this value to be the default in the drop down then check this field.
Code System recognised code name.


The code field should be unique and not have any spaces in the name entered.
Example: fulltime <b>NOT</b> Full Time

This field is auto-generated if left blank.
Code name The value you wish to appear in the drop down
Code short name This is the name you can use for searching
Code numeric representation Ordering for Codes
Other name Alternative Name for Codes
Category code Used for Grouping Codes together


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