System navigation

  1. Access the Senior Management Function records list.

  2. The ‘Senior Management Function List’ page is displayed. Click on the Senior Management Function record to display its details.

  3. The ‘Senior Management Function’ page is displayed with that record. Click the Allocated To tab.

Add a new Allocated To

Only Administrator or Administrator - Accountability position’s can add new Allocated To records.

  1. Click the Add Allocated To 1 icon.

  2. Select a Position 1. When a Person 1 is selected, the Accountable To Person 4 may also display. Select the date range From 2 and To 3. Click the Save 5 icon to save the Allocated To.

  3. Or, click the Cancel 6 icon to stop adding the Allocated To.

Edit Allocation Dates

Only Administrator or Administrator - Accountability position’s can add edit Allocation dates.

  1. Click the Allocated To 1 record.

  2. Update the From 1 and To 2 fields as required. Click the Save 3 icon to save these updates.

  3. Or, click the Cancel 4 icon to stop the update.

Delete an Allocated To

Only Administrator or Administrator - Accountability position’s can delete Allocated To records.

  1. Click the Delete this Allocation 1 icon on the Allocated To record.

  2. The ‘Confirm’ window appears. Click OK to delete, or click Cancel.

View Show Person

  1. Click the Show Person 1 icon on the Allocated To record.

  2. The Show Details window displays.



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