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How to assign a Staff to an Area and to a Division?
How to assign a Staff to an Area and to a Division?

FieldInsight Area and Division features

Paul Tyrrell avatar
Written by Paul Tyrrell
Updated over a week ago

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A STAFF PAGE

ASSIGNING A STAFF TO AN AREA AND A DIVISION

  1. Navigate to the gear icon (settings) at the top corner of the web page and upon clicking on it, will give you a drop down menu.

  2. Select Staff on the drop down

  3. Choose a Staff that you wish to assign to an Area and a Division and click on Edit under his name

  4. Scroll down and look for the Division and the Area drop down

  5. Select on Division and one Area where you wish to assign the staff.

  6. Select Save Staff button at the bottom of the web page.

Didn't have any Area and/or Division drop down selections yet?

Or needing to add a new selection?

Or wanting to update an existing selection?

Continue with the guide below.

WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?

The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below:

  1. on the Staff page

CREATING, UPDATING, DELETING AN AREA AND A DIVISION DROP DOWN SELECTION FROM THE STAFF PAGE

  1. While you are on the Staff page, beside the Area and the Division field title, you will notice an Edit hyperlink.

  2. Click on this link and you will be able to:
    2.1 Create New drop down selection
    2.2 Edit an existing selection
    2.3 Delete any existing selection
    2.4 Re-arrange the selections order

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