Turning off or changing staff grouping
Staff grouping may be changed (e.g., from Office/Departments to Partner/Manager) or turned off. If types have been entered and assignments have been made then changing the groupings can erase the group codes and assignments. Users need the chance to cancel the change. Therefore, Time provides warning messages each time a change is attempted.
The following is a table explaining the effects of adding or changing the types of staff grouping in use. Answering "No" aborts the change and preserves the current settings.
|
In use |
Change |
Message |
Effect of answering YES |
| Offices only | Deselecting Office | "Delete all office references from staff and transactions?" | Deletes office types, office from staff list and office from WIP list |
| Departments only | Deselecting Department | "Delete all department references from staff and transactions?" | Deletes department types, department and assignments from staff and WIP lists |
| Departments only | Turning on Offices when Departments already in use | "Delete all department references from staff and transactions?" | Deletes departments, partner and manager from accounts, staff and WIP lists |
| Partner or Manager assigned | Deselecting one or both | "Delete all partner/manager references from staff and transactions?" | Deletes assignment from staff and WIP lists |
| Partner or Manager assigned | Adding departments | "Delete all partner/manager references from staff and transactions?" | Deletes partner and manager fields from staff and WIP lists |
| Both Office and Department in use | Deselecting either | "Delete all office and department references from staff and transactions?" | Deletes department types, department and assignments from accounts, staff and WIP lists |
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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