| 1. |
How many screens can I open
simultaneously? |
| You may open as many screens as you wish.
The screens stack one behind another with the last opened screen being at the
front. Clicking one of the menu icons will bring the desired screen to the
front. |
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| 2. |
Can I alter the start date of the
financial year? |
| Yes, go to "Options", in the "General
Options" tab. You may set "Year Start" to whatever suits your organisation or
Deanery. Remember to click "Update" after alteration. Keep in mind that the
change will apply to the entire database. |
| |
| 3. |
How do I add new Bank Holiday dates? |
| To add new bank holidays to the Leave
Form, select the Options form then the System Tables tab. Access the Bank
Holidays sub tab then select the date required and Add the Add New Bank Holiday
button. |
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|
Leave |
| 1. |
How can I search for a particular
leave record? |
There are several ways to search for a
leave record. You need to open the "Leave " screen, click on search and from
there you may search either by "Leave ID" if that is known to you or by person's
name, course name or part of either. You may want to search for a certain type
of leave e.g. (all annual leave or all study leave) or for that matter for a
category of leaves e.g. (all approved leave or all rejected leave). A
combination of criteria may be used with date range.
You may also search for a particular person's leave history by generating a
report: click the "Reports" icon in the main menu and fill in the variables in
that form. Alternatively a mini-report can be generated on a particular person
clicking the allowance button in the Leave or Staff screens. |
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| 2. |
How can I count Sunday as a leave day
on a particular leave application? |
| After selecting the From and To dates in
the Leave Information section, manually change the Days field to show the
correct number of leave days required. |
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| 3. |
After inputting new study leave
details the number of remaining leave days did not alter on the staff mini
reports. |
| Alteration of the number of remaining
leave days takes place after the leave has been approved. |
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|
Reports |
| 1. |
When running a report why can I not find leave information for one of my staff? |
| There are several reasons why data may not
been show. Firstly check that you have selected the correct leave status.
If a staff member only has pending leave you will need to change the Status
field to 'All'. Check that the staff name has been entered correctly (with
forename and surname the correct way round) and with no leading spaces. |
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|
Letters |
| 1. |
How do I make changes to the text of a
letter? |
Should you wish to use this type of letter
more than once, click the "Letters" icon or the "Options" icon and choose the
"Letter Options" screen. Create a style for your purpose and save the style.
Then reopen (this is important) the "Letters" screen, click the drop down menu
of "Letter styles" and select the style from that list. Note that the name of
the chosen style becomes visible in the dark blue section at the top of the
"Letters " screen.
Alternatively, if the changes are a "one off" change to a particular letter,
then after the leave has been approved and before printing, identify the letter
in the list. This can be done by clicking the "Letters" icon. Use filters to get
a group of letters if you wish. Double click that record and your selected word
processor will open the letter where it can be edited accordingly. |
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|
Staff |
| 1. |
I have deleted a member of staff but I
want to retrieve his record as he has now returned, can I do this? |
| Yes, when you 'delete' a member of staff
their record is inactivated but their data continues to be available for
reporting purposes. To reinstate a member of staff click the 'Show inactive
staff' box at the bottom of the staff list, select the relevant staff member
then click the active box (next to Hospital). Don't forget to click Update to
save your changes. |
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