About the Positions Page

The Positions page lists all of the types of positions defined by your organization. On this page, you can add new positions and manage existing ones.

Overview of the Positions Page

Breadcrumbs

Add Button

Search and Filter Controls

Search Field

Search Filters

Apply Button

Reset Button

Toolbar

Help Button

Layout Buttons

Positions Grid

Sortable Column Headers

Positions

Position Detail Links

Page Navigation Buttons

Show Menu

Total Record Count

Overview of the Positions Page

The illustration below identifies the main elements on the Positions page. Click a link on the diagram to jump to a description of the element later in this topic.

Breadcrumbs

Breadcrumbs are the navigational trail that lets you know which page you are currently on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.

Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Positions page:

Clicking Home takes the user back to the Home page.

Add Button

This button opens a blank Position Details form where you can add a new position record. For details, go to How to Add Types of Positions and Specify Screening Requirements. After you add a record, it appears in Positions grid.

Search and Filter Controls

The Search field and filter controls help you find position records that match one or more criteria.

Search Field

The Search field lets you find a specific position record. The Search field contains a dropdown list with checkboxes that enable you to search for a position by name.

Simply type one or more letters in the name of the position to view a list of matching positions. For example, to find "Priest," you could type "priest" or even "ie," and then click  to start the search.

Search Filters

You can filter requirements in the grid by the category they are assigned to or by their status. 

The default value for this filter is All Categories. To view a list of positions in a specific category, select the desired category in the dropdown list. For example, to view all educators, select Educators

The default value for this filter is All Statuses. To filter the list of positions by status, select the desired status in the dropdown list. For example, to view all positions with a status of inactive, select Inactive Only

 Apply Button

After you enter a value in the Search field or select filter settings, click  to begin the search. The grid updates to show positions matching your search or filter criteria.

 Reset Button

Click  to clear your Search or filter results. 

Toolbar

The toolbar contains a set of frequently used command buttons. These buttons are described below. In the list below, click an item to expand it and view its description.

 HelpHelp

Opens the online Help documentation.

 LayoutLayout

The two layout buttons let you change the way you view your data. Each view has its advantages and disadvantages. Select the view that suits the device you are using, your preference for viewing information, and your style of working:

This layout displays records in a table. Each record occupies a single row, and column headers identify fields of data in the record. In addition to displaying data, this view implements buttons as column headers you can click to sort the records in the grid according to the data in the column. For details on using the column sort function, go to Sortable Column Headers.

To enable grid view, click .

Use the Items per page dropdown list at the bottom of the page to select the number of records to display per page:

  

Positions Grid

The Positions grid lists all of the types of positions created for your organization. Positions are displayed in a grid or card format, depending on the layout view selected. For descriptions of the layout views, see the Layout toolbar button.

Sortable Column Headers

In grid view, you can sort position records by the value in any one the four columns. To sort, simply click the desired column header. For example, to sort entries in the grid in alphabetic order by category, click the Category header. 

When you click a header, a directional arrow appears on the header to indicate the order in which the information is sorted:

  Click the column header once to sort the values ascending order. Click the column again to reverse the sort.

: ascending order (alphabetically from A to Z; numerically from lowest to highest).

: descending order (alphabetically from Z to A; numerically from highest to lowest).

Positions

In both the Grid and Card views, the following details are provided for each position:

Position Detail Links

Click a position's name link to open the position record to view details about the position. In the position record, you can perform these tasks:

Page Navigation Buttons

The page buttons in the lower right corner let you navigate quickly through a tab that has multiple pages of records:

Show Menu

The Show menu in the lower right corner lets you choose the maximum number of records to display at a time.

The default is set to 10. To change the number or records, click  to open the menu. Then, select a value of 25, 50, or 100, as shown below:

 To speed up page loading, select a lower value.

Total Record Count 

The total number of  records is displayed in the lower right corner. As shown in the following illustration, the user is viewing records 1 - 16 of 16 total records:

 

 

Related Topics

 

 


© January 31, 2024 Safe Environment Program v2.31. ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.