Maintaining Administrative Offices for a Person

The Administrative Offices tab on the Person Summary contains a rolling list of all the agency offices associated with the person. Each row contains an Actions button and current values for the following fields:

• Office

To delete an office association, select Delete from the Actions menu on the office row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

Click the Save button to apply your changes. The system displays a message to confirm that your changes were saved in the database.

Adding an Administrative Office

To add one or more administrative offices to the person, follow these steps:

1. On the Person Summary, click the Administrative Offices tab, and then click the Select Administrative Offices button.
   
   The system displays a modal window for selecting administrative offices.

2. Locate the administrative office you want to add by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the offices that meet your search criteria.

3. Click the row for each office you want to add.
   
   The system adds a check mark beside each office you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Person button.
   
   The system closes the modal window and adds the new offices to the list on the Administrative Offices tab of the Person Summary.

5. Click the Save button to apply your changes. The system displays a message to confirm that your changes were saved in the database.

Related topics:

Maintaining a Person