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Position & Roles

This screen is used to maintain Position & Roles information about an External Personnel captured during the Add External Personnelprocess.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

Rules and Guidelines

  • No rules or guidelines.

Field Information

ClosedPosition*

This is the position that the external person will occupy in the organisation.

ClosedLevel Codes* (Company, State, etc.)

This pertains to the level codes combination that identifies the cost centre for this volunteer, contractor, etc.

  • Level 1 Code must be maintained.

 

ClosedStatus

Specify the status of the external person. The button toggles between Active and Inactive.

When first setting up the external person, the status is displayed as Active.

  • The Change Status button is used to deem this external person as Inactive.

 

ClosedStart Date & Finish Date

These are the dates the external person started and finished with the organisation.

ClosedService Length

This field displays the length of service based on the start date.

ClosedRole

This field displays the role held by the external person.

ClosedRole Start Date & Role Finish Date

These fields display the start and finish dates of role held by the external person.