Positions

The Positions page allows you to define the roles or jobs that users perform.

To open the Positions page:

  1. Open the Administration Menu page.

  2. Under the ADMIN heading, click Positions.

    The Positions page opens. All defined position values are displayed, listed in alphabetical order.

If the Provision module is enabled, you can also access the Positions pages from the Provision Admin menu.

ClosedCreate a Position

A position defines the role or type of work associated with a user. To define a position:

  1. In the Add Position field, enter a name for the position.

  2. In the External Position Code field, enter a position code that can be used in conjunction with an external system, if needed.

  3. Click ADD.

    The position is added to the system. The position parameters are displayed in the yellow pane at the bottom of the page.

ClosedEdit a Position

Positions can be modified. For example, if you want to change the external position code associated with a position, you can modify the numeric value. To edit a position:

  1. Click the Edit button to the right of the position you want to edit.

    The Edit Position dialog box opens.

  2. Modify any of the following values:

    • Position Desc – the position name that is displayed to users

    • External Position Code – position code used with an external system

    • Status – Active indicates that the position is available to users

  3. Click UPDATE.

    The modified position is displayed.

ClosedDelete a Position

Positions that have not been used can be deleted from the system. You cannot delete a position if it has been assigned to users or if it has provisioning resources associated with it.

If a position has been used but is no longer needed, you can edit it and make it inactive to prevent it from being displayed to users.

To delete a position:

  1. Click the Delete link to the right of the position you want to delete.

    A dialog box opens asking you to confirm your choice.

  2. Click OK.

ClosedPosition-Resource Worksheet

The Position-Resource worksheet is a report that shows the allocation of provisioning resources to positions. It appears as an Excel spreadsheet listing positions down the left side of the report, resources across the top of the report, with an X in each cell that indicates where the resource was allocated. For more information, see Associate Resources to Positions.

To run the report, click the Position-Resource Worksheet link.