UDT01 Supervisors

This non-editable column displays the supervisor name for this UDT01.

This non-editable column displays the supervisor ID for this UDT01 if your system is configured to show employee IDs. If the system is not configured to show employee IDs, the column will not display.

This non-editable column displays the functional role name for the supervisor.

If your system is not configured to show employee IDs, this field will not display.

If the field displays, select the Lookup button to the right. A Lookup dialog will display in which you can select a supervisor record. Select the button to the left of the row in the Lookup dialog, then select OK to fill in the supervisor name and supervisor ID, if shown, in the dialog.

Select the Lookup button to the right of the field. A Lookup dialog will display in which you can select a supervisor record. Select the button to the left of the row in the Lookup dialog, then select OK to fill in the supervisor name and supervisor ID, if shown, in the dialog.

Select the functional role for the supervisor from the drop-down box. The default value is a blank.

The available options are based on the functional roles you set up that are designated for "C" (Charges) or "B" (Both - for both employee and charge type functional roles). The functions are listed in alphabetical order.

Select the OK pushbutton to add the supervisor to the UDT01. The dialog will close and the supervisor's table will be refreshed with the new supervisor.

If you have not supplied a supervisor's name or ID, the system will display the following error message: "Supervisor ID/Name is required."

Select the Cancel pushbutton to close the dialog without adding a supervisor.

Supervisors

Use the Supervisors tab to view supervisors for the selected UDT01 in supervisor name order. If charge security is turned off for your security role, you can also add or delete supervisors for this UDT01.

If charge security is turned on for your security role and your functional role as a supervisor allows you to modify UDT01s, then you can add or delete supervisors for this UDT01. If your functional role as a supervisor does not allow you to modify accounts, the Add Supervisor and Delete Supervisor table functions will be disabled.

Supervisors Table

Add Supervisor

Delete Supervisor

Select one or more supervisors that you wish to delete for this account by selecting the checkbox to the left of the row(s). To delete all of the supervisors in the table, select the checkbox in the upper left corner of the table. This will select all of the rows. Then select the Delete Supervisor function to delete the supervisors.