Difference between revisions of "Customer Service:Staff Database changes"

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==Overview==
  
==Overview==
−
===Adding or deleting staff from the Database to update the phone lists===
 +
===Adding staff to the Database to update the phone lists===
−
====Where do I go====
 +
====Where do I go in the uniPHARM system====
 
'''CLICK ON'''
  
'''CLICK ON'''
 
*Network Locations
  
*Network Locations
Line 7: Line 7:
 
*Employee Database
  
*Employee Database
 
*db1 (this will open Microsoft Access)
  
*db1 (this will open Microsoft Access)
  +
 
====To Add a New Employee====
  
====To Add a New Employee====
 
'''CLICK ON'''
  
'''CLICK ON'''
−
*Staff Info
 +
*'''Staff Info'''
−
*Add/Edit Employee/Contact
 +
*'''Add/Edit Employee/Contact'''
−
*New Employee
 +
*'''New Employee'''
−
'''Fill Out'''
 +
'''FILL OUT'''
 
*'''First Name'''
  
*'''First Name'''
 
*'''Last name'''
  
*'''Last name'''
  +
'''CHOOSE THE APPROPRIATE FROM THE DROP DOWN MENU'''
−
*Choose the appropriate '''Department''' from the drop down menu
  
  +
*'''Department'''
−
*Choose the appropriate '''Title''' from the drop down menu
  
−
*Choose the appropriate '''Manager''' from the drop down menu
 +
*'''Title''' *'''Manager'''
−
*Choose the appropriate '''Business Unit Description'''
+
*'''Business Unit Description'''
  ⚫
*'''Position''' for example Employee, manager, Director or General Manager
⚫
*Enter the '''Extension''' that the IT department has assigned (if applicable)
  
  +
'''ENTER'''
⚫
*Enter the '''Fax''' (if applicable)
  
  ⚫
*'''Extension''' that the IT department has assigned (if applicable)
⚫
*Choose the "Position" for example Employee, manager, Director or General Manager
  
  ⚫
*'''Fax''' (if applicable)
−
*Enter the '''Primary Email'''
  
−
*Check '''Active Employee'''
 +
*'''Primary Email'''
  +
'''CHECK'''
−
*Check '''Buisness Card Holder'''
  
−
*Check '''On Report'''
 +
*'''Active Employee'''
−
*Check '''is this Internal Info'''
 +
*'''Buisness Card Holder'''
  +
*'''On Report'''
⚫
===To Remove An Employee===
  
  +
*'''is this Internal Info'''
  +
If you have more staff to add Click on '''New Employee''' or if you want to end the entries click on the '''X''' on the data entry screen.
  +
  +
'''CLICK ON'''
  +
*'''Exit to Main Switchboard'''
  +
*'''Exit''' (if you wish to exit the program)
  +
  ⚫
====To Remove an Employee====
 
'''CLICK ON'''
  
'''CLICK ON'''
 
*Staff Info
  
*Staff Info
 
*Add/Edit Employee/Contact
  
*Add/Edit Employee/Contact
 
*Enter the last name of the employee you need to remove in the '''Search Field'''
  
*Enter the last name of the employee you need to remove in the '''Search Field'''
  +
'''UNCHECK'''
−
*Uncheck '''Active Employee'''
  
−
*Uncheck '''On Report'''
 +
*'''Active Employee'''
  +
*'''On Report'''
−  
  +
If you have more staff to remove enter the next name in the '''Search Field''' and repeat the process or if you finished click on the '''X''' on the data entry screen.
   
  +
'''CLICK ON'''
  +
*'''Exit to Main Switchboard'''
  +
*'''Exit''' (if you wish to exit the program)
   
   

Latest revision as of 12:20, 27 September 2017

Overview

Adding staff to the Database to update the phone lists

Where do I go in the uniPHARM system

CLICK ON

  • Network Locations
  • Employee Changes (\\Superserver) (M:) - If YOU DO NOT HAVE ACCESS TO THIS LOCATION PLEASE CONTACT THE IT DEPARTMENT
  • Employee Database
  • db1 (this will open Microsoft Access)

To Add a New Employee

CLICK ON

  • Staff Info
  • Add/Edit Employee/Contact
  • New Employee

FILL OUT

  • First Name
  • Last name

CHOOSE THE APPROPRIATE FROM THE DROP DOWN MENU

  • Department
  • Title *Manager
  • Business Unit Description
  • Position for example Employee, manager, Director or General Manager

ENTER

  • Extension that the IT department has assigned (if applicable)
  • Fax (if applicable)
  • Primary Email

CHECK

  • Active Employee
  • Buisness Card Holder
  • On Report
  • is this Internal Info

If you have more staff to add Click on New Employee or if you want to end the entries click on the X on the data entry screen.

CLICK ON

  • Exit to Main Switchboard
  • Exit (if you wish to exit the program)

To Remove an Employee

CLICK ON

  • Staff Info
  • Add/Edit Employee/Contact
  • Enter the last name of the employee you need to remove in the Search Field

UNCHECK

  • Active Employee
  • On Report

If you have more staff to remove enter the next name in the Search Field and repeat the process or if you finished click on the X on the data entry screen.

CLICK ON

  • Exit to Main Switchboard
  • Exit (if you wish to exit the program)
Retrieved from "https://owl.unipharm.com/mediawiki/index.php?title=Customer_Service:Staff_Database_changes&oldid=9266"