Replace Staff

Navigation:    Staff Menu

 

Applies To:    Enterprise    Plus    Basic

Overview

Replaces one Staff record reference with another Staff record in all related Course and Client data tables.

 

Warning:  The contents of the Current Staff selection does not merge into the New Staff record.  Make sure to manually transfer any desired field values from the Current Staff to the New Staff prior to the replace operation.

 

Details 

• In a mutli-Branch setting, this function replaces the Staff across all branches that the Staff record is shared.

To Replace a Staff Record Reference

• Click on the Replace Staff menu option.
• Select the current Staff (Staff to replace) and target Staff (new Staff to save).
• Select to delete the Current Staff record after replace function is completed.
• Click OK to start the process.
• Click Proceed to replace or Cancel to quit.