Staff locations are used to group staff (officers) in the OPEX system and control the default budget codes used by OPEX.
All staff have a Staff Location. A Staff Location has a default Delivery Location associated with it. For more information on adding a New Delivery Location see Adding Delivery Locations.
New Staff Locations can only be added by users who have the role of Staff_Admin. To add a new staff location, a valid Delivery Location must already exist.
From the Main Menu Select
Home > Administration > Staff > Locations
Click New Staff Location and the screen below will be displayed.
- Division code - if divisions are used click Select and pick a division
- Code - this is the code for the staff location. It must be unique.
- Location - enter a location description
- Budget Description* - click Select and choose a Budget. If the budget required is not listed go to Administration > Codes > Budget Codes and add it.
- Warehouse
- Email - this is the email address for the location.
- Disabled - N. If at a later date the Staff Location becomes obsolete you can change the flag to Y to disable it.
- Owner
- Company Name - if applicable
- Default Delivery Location* - click Select and choose a Delivery Location. If the delivery location required is not listed go to Administration > Requisitions > Delivery Locations and add it.
- Staff Location Catalogue - click Select and choose a Staff Location Catalogue. To add a new Staff Location Catalogue go to Administration > Staff > Catalogues > Staff Location Catalogue
- Location Catalogue - click Select and choose Location Catalogue. To add a new Location Catalogue go to Administration > Staff > Locations > Catalogues
Click OK to add the Staff Location.
When a new location is added a Location Trolley Header is created uner the Trolley Header tab in Staff > Locations. This can be amended by clicking the Edit button.
