Area Management Set Up

Version number dffe1ef on 25 August

Area Management supports two workflows:

• Cardholder Addition

• Cardholder Removal

You can configure either workflow, both workflows, or neither workflow.

1

Go to Settings module

The settings module contains two tabs for configuring system settings: the Command Centre tab and the Area Management tab.

2

Configure common Area workflow settings

Select the Area Management tab. Configure the workflow and cardholder quick view common settings:

• Select the Access Group List.

• Select the Cardholder PDF List.

• Use the Cardholder PDF Filter to select fields for both the workflow and cardholder quick view.

• Select Show Cardholder Competencies to display all competencies in the cardholder quick view.

Cardholder Quick view

Select a Cardholder Addition Workflow, a Cardholder Removal Workflow, both, or neither.

3

Configure Cardholder Addition

Configure the addition settings:

• Set the button name for the Cardholder Addition Label.

• Select your workflow for Cardholder Addition Workflow.

4

Configure Cardholder Removal

Configure the removal settings:

• Set the button name for the Cardholder Removal Label.

• Select your workflow for Cardholder Removal Workflow.

5

Click Save