• Rules when deleting a staff member
  • Relieving outstanding WIP
  • Deleting a Staff member

Relieving outstanding WIP and making staff inactive

1. While on the Document Manager, scroll down to find the Analysis documents folder.
2. Open the folder and then the Work in Process Analysis subfolder.
3. Open subfolders until you find the document Work in process analysis - name.
4. Select the document and click to access the document properties for the document.
5. In the From Date box, enter the earliest possible date when transactions were entered into the file.
6. In the To Date box, enter the year end date.
7. In the Filter field click the button to open the Equation Editor.

8. Select the following:

   Table=Staff Partners

   Field=Number

   Comparison="is equal to"

   Value=GA, where GA is the staff member's ID.

9. Click Validate to verify the equation and then click OK twice to close the Equation Editor and the Document Properties dialogs.

Note: To build filter calculations easily, use the Equation Editor. Click to access it.

10. Click OK.
11. Double-click to view the report.

12. On the File menu, click Print.

    Note: Any outstanding transactions that pertain to the staff number entered display on this report. Scroll to the right to display the Billed ("B") column. Items that are already relieved from WIP have a B beside them. Items that are outstanding do not have a B in the Billed column.

13. If there are no transactions displaying on the report, you can deactivate the staff member now.

Are there any transactions displaying on the report?

• Yes! Transactions are displaying on this report.
• No. There are no transactions displaying on this report.