Managers

Managers manage the employees and processes of a location. Click on the ‘Managers’ option below Ownership in the location details area of the Compliance Module to view the Managers details.

The Managers section will display the current managers. The user can perform the following functions in the managers section:

· View location(s) managed by the manager

· Change Photo

· Edit Information

· Delete a Manager

· Create a Help desk Ticket

Managers that have been deleted are shown in the Previous Managers. Clicking on the More Info button will display the manager information for the user.

Sort Criteria: Managers are sorted by created date in ascending order.

How to Add an Existing Manager

To add an existing manager for the selected location, click on the ‘Actions’ drop-down, and select the ‘Add New Manager’ option.

A new pop up will appear that will display all the managers of all locations; the user can select the desired manager for the location. The managers are sorted alphabetically and can be searched using ‘Name.’

How to Add a New Manager

To add a new manager for the selected location, click on the ‘Actions’ drop-down, and select the ‘Add New Manager’ option.

A new area will appear where the user can add the details for the New Manager. To keep the system flexible, the user also has the privilege to add custom fields for the manager, to accommodate specific information that is vital, and not defined in the New Manager area.  Click on ‘Save’ to save the added info, click ‘Cancel’ to abort the process.

How to Delete a Manager

You can delete a manager by clicking on the Manager link available for each manager. A confirmation pop up will be displayed as a result. You need to add a reason for deletion and this reason is mandatory.  Managers that have been deleted are shown in the Previous Managers. Clicking on the More Info button for previous managers will display the manager information for the user.