Select All / None box

Click the box as a shortcut to check or uncheck all department selections in the grid. The selection is updated immediately.

check boxes

Click the check box next to each department you want to select. The selection is updated immediately.

The selected department can be:

...used as selection criteria when running a report; or

...saved as a saved selection. A saved selection is a group of selections that can be stored, recalled or deleted.

ID / Description

The read-only ID and description of each department available for selection in the grid.

(blank "saved selection") lookup field

Enter a saved selection name to work with. This is a user-defined name associated with a set of user-selected departments that are saved as a group with a user-specified name.

When you enter a name in this field, you can:

store a group of currently selected departments under the saved selection name that you enter into this field  - when you then click the Store Selections button.

recall a group of departments that were stored previously in the system with a saved selection name - when you click the Recall Selection button..

change the departments stored under the saved selection name when you select different departments - and then click the Store Selections button.

delete the saved selection name and associated group of departments  - when you click the Delete Saved Selection button.

open the Select Saved Selection pop-up window and then select an existing selection name - when you click the lookup icon .

For additional information, refer to the button descriptions below.

Recall Selection

Click the button to update the list in the grid with the selections from a saved selection. This becomes the current selection. It is the saved selection that appears in the stored selection field that is recalled.

Store Selections

Click the button to store the current selection(s) with the saved selection name  that appears in the saved selection field.

If the name already exists then the saved selections for that name are replaced.

If the name does not exist, then the saved selections are added.

Delete Saved Selection

Enter a saved selection name into the (saved selection) lookup field  and then click Delete Saved Selection to delete a stored saved selection.  

Done

Click the button to exit the form.

1. From the menu, select Select— Department Selections. Or, from the report form (where you select the criteria to run a report), click Select Departments.
2. For each department you want to work with, select the check box. Or, to select all departments, click the Select All / None check box in the grid header. Changes to your selections are posted immediately.
3. Click Done.

1. From the menu, select Select—Department Selections.
2. Select the departments that you want to store. Check individual boxes or click the Select All / None check box in the grid header.
3. Enter a selection name into the saved selection field in the header and then click Store Selection. This adds a new, or updates an existing, saved selection using the name in the field—with the departments that are currently selected.
4. Click Done.

1. From the menu, select Select—Department Selections.
2. Click the lookup icon  . The Select Saved Selection pop-up opens.
3. Click a saved selection in the grid. The pop-up closes and you are returned to the grid. The saved selection name appears in the lookup field.
4. Click Recall Selection to apply the saved selection as the current selection. Changes to your selections are posted immediately.
5. Click Done.

1. From the menu, select Select—Department Selections.
2. Click the lookup icon  . The Select Saved Selection pop-up opens.
3. Click a saved selection in the grid. The pop-up closes and you are returned to the grid. The saved selection name appears in the saved selection field.
4. Press Delete Saved Selection to delete the saved selection listed in the saved selection field. The saved selection name and associated group of departments is deleted.

 

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