Charge Trees Restrictions (Charges)

This non-editable column displays all the names of all the employees that are allowed to access the selected charge.

This non-editable column displays IDs of all the employees that are allowed to access the selected charge. This column will display only if your system has been configured to show employee IDs.

Select the More pushbutton to display the next set of employees. If you select employees before selecting the More pushbutton, the system will display the following message: "Current selection of records will be lost. Do you want to continue?" If you select Yes, the next set of employees will display and the current selection will be cleared. If you select No, the current selection of employees will remain.

Use the Filter feature to narrow down the number of employees for selection.

Enter the employee last name or partial last name for the employees you wish to display.

Select the Search pushbutton to re-populate the results table using the information you entered in the Last Name field as a filter. For example, if you enter "P" in the Last Name field and select Search, all employees who are not already associated with the charge whose last name starts with "P" will be displayed. If you select the Search pushbutton with an empty Last Name field, all employees who are not already associated with the charge will be displayed.

The number of employees displayed is determined by the number supplied in the Max Table Rows in the General Options tab of the General Configuration screen. If there are more employees to be displayed, a More pushbutton will display on the bottom of the dialog.

Select the Close pushbutton to return to the Restrictions tab. If you added employees to the charge, they will display in the table.

If you select Yes, the next set of employees will display and the current selection will be cleared. If you select No, the current selection of employees will remain.

Restrictions (Charges)

Two different dialogs can display when you select the Restrictions tab in association with the Charges/Branches tab.

If you have selected a charge branch, a tab will display where you can add employee groups to the tab, as is done when adding restrictions to a charge tree. This is discussed in the previous section.

If you have selected a charge, the above tab will display where you can add specific employees to the tab.

A graphical charge tree representation displays at the top of the screen as you drill down into a tree and its branches. Each level above the current level displays as a hyperlink in the graphical charge tree. Select any of these links to display the information at that level.

Table Window

Add Employees

When the screen initially displays, it will contain all employees who are not already members of the Restrictions tab.

Add to Charge

Choose the employees that you wish to add to the Restrictions tab for the charge by selecting the checkbox to the left of the employee's name. (You can select multiple employees.) Then select the Add to Charge pushbutton. The Add Employees dialog will remain until you select Close.

Delete Employees

Choose the employee(s) that you wish to delete by selecting the checkbox(es) to the left of the row. Then select the Delete Employees function to delete the row(s) and to remove the employee association to the charge.