Creating Positions

  1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
  2. In the Training Management section, click Position.
    Result: The Positions list window is displayed.
  3. Click Action > Add.
    Result: The Position entry window is displayed.
  4. Enter the name of the new position.
  5. Enter a description of the position.
  6. Click the Save button.
    Result: The new position has been added and the Detail tab of the Position record is displayed. The following default tabs are available in the Position record:
Tab Description

Detail

The Detail tab contains all of the details about the position.

Role

The Role tab contains all roles that must be fulfilled by any person assigned this position. Each person who is assigned this position will be required, as a minimum, to fulfill any roles (and the requirements for those roles) as long as they are not flagged as ad-hoc.

Person

The Person tab contains all persons in the organization who have been assigned this position. This is a view only tab.

See Also

Viewing the Position Detail Record

Editing Positions

Activating Positions

Copying Positions

Expiring Positions

Deleting Positions

Adding Roles to a Position

Activating Position Roles

Deactivating Position Roles

Viewing Persons Attached to a Position

Person Setup

     

 

 
Friday, March 20, 2020
12:27 PM