The Replace Staff function allows users to replace one Staff record reference with another across all related Course and Client data tables. This process does not merge the contents of the Current Staff record into the New Staff record. This guide provides step-by-step instructions for replacing a Staff record reference.
Navigation:
Staff Menu
Applies To: Enterprise | Plus | Basic
Key Considerations
- Data is not merged – The contents of the Current Staff record do not transfer automatically.
- Manual data transfer is required – Ensure any necessary field values from the Current Staff record are manually copied to the New Staff record before proceeding.
- Multi-Branch Impact – In a multi-Branch setting, the replacement occurs across all branches where the Staff record is shared.
- Option to delete the original record – Users can choose whether to delete the Current Staff record after the replacement is completed.
Steps to Replace a Staff Record Reference
- Click the Replace Staff menu option.
- Select the Current Staff (Staff to replace).
- Select the Target Staff (new Staff to save).
- Choose whether to delete the Current Staff record after the replacement process is completed.
- Click OK to start the process.
- Click Proceed to confirm and replace, or Cancel to exit without making changes.
Conclusion
The Replace Staff function updates Staff references across all related records while allowing administrators to manage multi-branch data efficiently. Since data does not merge, review and manually transfer any necessary information before performing the replacement. For further assistance, refer to related articles or contact support.