Folders

Usage

These are used to organise your items in Staff Maintenance, no more than 15 is the recommended amount.

Creating a New Folder

Click NEW at the top of the screen.

NEW: Create a new folder.
SAVE: Save your changes.
RESTORE: Restores all fields to last saved.
DELETE: Deletes the folder.
CLEAR: Returns to the folder list without saving.

Name: Name for the folder (max 65 characters – recommend less than 20).
Sequence: Order the folder will appear in Staff Maintenance and selection lists (lowest at the top).
Hide: If you no longer require a folder, it can be hidden, just like units.
Colour: Used to assign the folder a colour using the new colour picker (can enter hex codes at the top too).

NOTE: All screens which allow the choosing of colours within the system now use the updated colour picker (as above).

Give the folder a name, sequence and colour.
Click SAVE.

With the folder saved and selected, you can now add the required items to this folder by clicking on the ITEMS tab:

NOTE: You can add any combination of Events/Skills/Training/Staff Extras items.

Select the menu and pick each item as required, click SAVE:

Return to the GENERAL tab for the new folder to see which items are selected within:

Repeat this process for every folder you wish to build.

NOTE: Once you have your folders built, when you add a new item, they can be assigned to folders directly from Admin > Events/Skills/Staff Extras/Trainings using the folders button.

All items will be organised under folders within Staff Maintenance, in the Items Dashboards and in Items Matrix.

Deleting a Folder