The Relations bar displays any relatives of the staff member in your organisation's community. Use the Relations bar to:
Note: Relationships represent how one member of the community relates to another. Constituencies define how community members relate to your organisation. For example, the community member can be a student, staff member or debtor.
Staff Maintenance - Relations bar key fields and buttons
Fields
Field |
Description |
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ID |
Synergetic ID of the relation. |
Relation |
Relation, from the perspective of the staff member. |
Constituencies |
Constituencies that the relation belongs to. |
Use SMS |
Location to send an SMS to. If blank, no SMS is sent. |
Use Email |
Location to send an email to. If blank, no email is sent. |
Buttons
Button |
Description |
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Launch the Create New Relation window to add a new relationship record. |
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Edit the selected record. |
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Delete the selected record. |
Common buttons
Button |
Description |
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Create a new staff member. See Creating staff members. |
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Delete the selected staff member. See Deleting staff members or making them inactive. |
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Display the Staff Maintenance Search Criteria window. You can update the search criteria and search for new staff. See Searching for staff members. |
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Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. |
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Create a new task relating to the current staff member. See Managing tasks in the Introduction manual. |
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Click to refresh the screen for the selected staff member. |
Last modified: 2/06/2016 2:41:33 PM
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© 2016 Synergetic Management Systems. Published 19 September 2016. |