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You may enter a first or last name and press Enter to narrow the list down to
employees with that first or last name. Then double click on the employee in the
filtered list.
If you want to filter by export code, badge number, or classification then right click on
the list and click Show export code, Show badge number, or Show classification.
You may need to scroll right to see the field. Enter the export code, badge number, or
classification and press Enter.
To clear the filter, right click on the list, and choose Clear filters.
When right clicking on the list, there are also options to group the employees by
classification, department, or last name initial.
To disable the grouping, right click on the list, and choose Disable grouping.
Notice the New button in the upper right corner of the list. This button allows you to
create an employee.
When an employee is selected, the information and settings will appear on the right
side under the various tabs. The following buttons will appear under every tab:
Criteria - This button allows you to filter the list of employees. For example, if you
want to look at a certain employee or a group of employees then you can adjust the
criteria to only show those people. If you want to look at a department or a group of
departments then you can adjust the criteria to only show those departments.
For more information on the criteria, refer to Section IX: Criteria.
Save - This button allows you to save a new employee/changes made to an existing
employee. This button is not limited to saving the selected tab. It will save changes
made to any of the tabs.
Close - This button allows you to close the Add/Edit window. If you try to close after
making a change without saving then you will be presented with a warning and asked
if you want to save.
The following buttons will appear under most of the tabs:
Memorize - This button will copy the selected tab. The tab will remain copied until
you leave Add/Edit.
Recall - This button will paste the tab you copied using the Memorize button. It will
only appear if you recently clicked Memorize.
Copy - This button will open the Copy Tab screen which is a more advanced
mechanism than the Memorize button. Copy allows you to copy the selected tab to
everyone with just one click or to the employees you specify.
© Data Management, Inc. 2010. All Rights Reserved. This documentation may change without notice.