Use the controls in this panel to save and load different grid layouts.
The Senior Management Function page
The Senior Management Function page contains all details pertaining to the Senior Management Function.
Actions available from this page include
View and updating fields, links, notes and people Allocated To this function,
Adding new Senior Management Function records.
Print previewing the record.
Deleting the Senior Management Function record.
The ‘Senior Management Function’ page
The Senior Management Function Page elements
‘Senior Management Function’ page elements
ID
Element
Description
1
Current Record selector
Use this selector to change to another Senior Management Function record.
2
Senior Management Function tabs
Click on each tab to display each titled information.
3
‘Save’ icon
Click this icon to save all updates to Details tab field changes.
4
‘New Function’ icon
Click this icon to open The ‘New Senior Management Function’ window.
5
‘Print Preview’ icon
Click this icon to open a preview window of the printed layout page.
6
‘Delete’ icon
Click this icon to delete this Senior Management Function record.
7
‘Links’ icon
Click this icon open the Links window.
8
‘Record History’ icon
Click this icon to display the Record History window.
The Details tab
The Details tabs displays the main fields of the Senior Management Function.
The ‘Details’ tab
The Details tab elements
The ‘Details’ tab elements
ID
Element
Description
1
‘Entity’ field
This field displays the Entity of this Senior Management Function.
2
Deletion Date and Undelete icon
Not Shown. This field only displays if this this Senior Management Function record is status ‘To be Deleted’. See Undelete this Record) for more information.
3
‘Entity Type’ information field
This field displays Entity Type of the Entity 1.
4
‘Code’ field
This field displays the unique code identifying this Senior Management Function record.
5
‘Title’ field
This field displays the title of this Senior Management Function record.
6
‘Is Applicable’ selector
This field displays if this Senior Management Function is Applicable.
7
‘NED’ selector
This field displays if this Senior Management Function is NED.
8
‘Group’ selector
This field displays the Senior Management Group of this Senior Management Function.
9
‘Tags’ field
This field displays the tabs selected associated to this Senior Management Function.
10
‘Regulator’ selector
This field displays the Regulator of this Senior Management Function.
11
‘Regulator Reference’ field
This optional text field displays the Regulator Reference of this Senior Management Function.
12
‘Justification’ field
This optional text field displays the Justification of this Senior Management Function.
The Notes tab
The Notes tab displays a list of all Notes that have been added to this Senior Management Function record. This tab can be used to add any relevant information relating to the Senior Management Function record as required. Positions with View or Edit access are permitted to add Notes. Positions with Edit access can also update or delete the Notes.
The ‘Notes’ tab
The Notes tab elements
The ‘Notes’ tab elements
ID
Element
Description
1
‘Add Note’ icon
Click this icon to a new Note. The ‘Add Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
Use the controls in the Column Headers to filter the Notes in the list.
4
Notes list
Each Note in the list consists of two parts: the top part is the Note itself, and the bottom part (shaded) displays the Name of the person who created the Note plus a date of when the Note was created.
5
‘Edit Note’ icon
Click this icon to Edit a Note. The ‘Edit Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
6
‘Delete Note’ icon
Click this icon to Delete a Note. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in loss of data. Note: This icon only displays if you have ‘Edit’ security access.
The Allocated To tab
The Allocated To tab displays positions that are allocated to this Senior Management Function and for what duration.
Each position duration can be added, and can be deleted as an Allocated To, on this tab.
The ‘Allocated To’ tab
The Allocated To tab elements
The ‘Allocated To’ tab elements
ID
Element
Description
1
‘Add Allocated To’ icon
Click this icon to allocate a position to the Senior Management Function record. The new Position is displayed in the Allocated To list 5.
Use the controls in the Column Headers to filter the Allocated To in the list.
5
‘Allocated To’ List
This list displays all Allocated To records of the currently selected Senior Management Function 1. Click a Record in this list to open the Record in its own page for viewing or editing depending on your Security access.
6
‘Delete Allocated To’ icon
Click this icon to Delete a Allocated To. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in the permanent removal of this data.
7
‘Show Details’ icon
Click this icon to open the details of this person.
The Links window
The Links window displays entity records that are linked to this Senior Management Function. Tabs displayed here will depend on which modules are installed on your site.
Each Module tab allows new Links to be added to records of that module. Existing links can be removed as required.
The ‘Links’ window
The Links window elements
The ‘Links’ window elements
ID
Element
Description
1
Module tabs
Click the appropriate tab to view, and if you have Edit access security, create and remove links to that Module’s Records. The tabs displayed are dependent on the modules your site has Licenced.
2
Record Selector field
Each of the Linked Record tabs 1 has a Record Selector field. Click the Record Selector dropdown to view a list of available records that you can link to this Senior Management Function record. Select the record you wish to link then click the Add Link icon 3Note: The drop-down list only displays available Records to which you have security access.
3
‘Add Link’ icon
Once you have selected a Record 2, click the ‘Add Link’ icon to create a link from that record to the Senior Management Function record. The linked Record is displayed in the Linked Record List 7.
Use the controls in the Column Headers to filter the Links in the list.
7
Linked Record List
This list displays all linked Records of the currently selected module 1. Click a Record in this list to open the Record in its own page for viewing or editing depending on your Security access.
8
‘Remove Link’ icon
Each Record in the list has its own ‘Remove Link’ icon that will display for Edit access security. Click this icon to remove the link to the Record. A Confirm Delete dialog is displayed. Once you confirm the link’s removal, the Record is no longer displayed in the Linked Record List 7. Note: The Senior Management Function record link will also be removed from the Links Module tab of the corresponding record.
9
‘Close’ button
Click this button to close the Links window.
Procedures
Accessing the Senior Management Function records list
Note: The SMCR Module must be enabled for this menu option to appear.
A Senior Management Function record can be created either from the Senior Management Function List page, or from the Senior Management Function page, or from the Repository.
From the ‘Senior Management Function List’ page, click the New Senior Management Function 1 option. Or, from the ‘Senior Management Function List’, click on a Senior Management Function record in the list to open the ‘Senior Management Function’ page. Click the New 2 option.
The ‘New Senior Management Function’ window opens. Complete the Senior Management Function details in the window (see New Senior Management Function window elements for details on each field).
Click the Save 10 icon to complete adding the new Senior Management Function record. The Senior Management Function page will display with this new record. Clicking the cancel 11 icon will close the ‘New Senior Management Function’ window without saving the record.
‘New Senior Management Function’ window elements
‘New Senior Management Function’ window elements
ID
Element
Description
1
‘Entity’ selector
Select the Entity of this Senior Management Function.
2
‘Code’ field
Enter the unique code identifying this Senior Management Function.
3
‘Title’ field
Enter the title of this Senior Management Function.
4
‘Is Applicable’ selector
Select this box if this Senior Management Function is Applicable.
5
‘NED’ selector
Select this box if this Senior Management Function is NED.
6
‘Group’ selector
Select the Senior Management Group of this Senior Management Function.
7
‘Regulator’ selector
Select the the Regulator of this Senior Management Function.
8
‘Regulator Reference’ field
Optionally enter the Regulator Reference of this Senior Management Function.
9
‘Justification’ field
Optionally enter the Justification of this Senior Management Function.
10
‘Save’ icon
Click this icon to save the Senior Management Function record.
11
‘Cancel’ icon
Click this icon to Close the ‘New Senior Management Function’ window.
View and Edit a Senior Management Function details
Click on a Senior Management Function record in the list to open the The ‘Senior Management Function’ page. Click the Details tab. Update the field values as required.
Hover over, or click the Menu Options icon, then click the Save 1 option. Note: If the Save option does not displayed, you do not have security access to update the values on this Senior Management Function record. The Save action applies fields on the Details tab.
Delete a Senior Management Function record
Deleting a Senior Management Function is NOT recommended if you wish to retain the content of this record.
Note: Only Administrators and Administrators - Accountability can delete a Senior Management Function record.
Click on a Senior Management Function record in the list to open the The ‘Senior Management Function’ page. Hover over, or click, the Menu Options icon. Click the Delete 1 option.
A ‘Confirm Delete’ dialog is displayed. Click Yes to delete the Senior Management Function, or click No to cancel.
Undelete a Senior Management Function record
The Senior Management Function record is not deleted immediately when you click delete, but rather it’s status is changed to ‘To Be Deleted’ for a limited time determined by your configuration settings. Hence the record can still be view and the record can also be recovered/undeleted, from this ‘To Be Deleted’ status.
The Record will be permanently deleted on its scheduled date by the overnight Monitor and cannot be recovered/undeleted after this time.
The days delay until the deletion of a record is configured by the Administrator on the General Configuration tab. For example, this setting is 31 days:
A Preview Page opens showing a Report for the Senior Management Function. Navigate, search, print and/or save the Report using the Preview Page Toolbar. Click the Close icon 1 to close this window.
Only Administrator or Administrator - Accountability position’s can add new Allocated To records.
Click the Add Allocated To 1 icon.
Select a Position 1. When a Person 1 is selected, the Accountable To Person 4 may also display. Select the date range From 2 and To 3. Click the Save 5 icon to save the Allocated To.
Or, click the Cancel 6 icon to stop adding the Allocated To.
Edit Allocation Dates
Only Administrator or Administrator - Accountability position’s can add edit Allocation dates.
Click the Allocated To 1 record.
Update the From 1 and To 2 fields as required. Click the Save 3 icon to save these updates.
Or, click the Cancel 4 icon to stop the update.
Delete an Allocated To
Only Administrator or Administrator - Accountability position’s can delete Allocated To records.
Click the Delete this Allocation 1 icon on the Allocated To record.
The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
View Show Person
Click the Show Person 1 icon on the Allocated To record.
