Occupations

Understanding Occupations

Occupations is used to assign a role to an individual. Assigned Occupations may be used for Record Notifications to identify recipients of notifications to. Assigning Occupations to a User record is important when using the Training Records module as mandatory training requirements can be assigned based upon Occupations as well as Hierarchy levels.

If an occupation is not listed it can be created as a new occupation in the Occupations tab of the Administration menu. Once the occupation has been created it will appear in the Occupation list to then associate with a User record.

The Occupation tab provides the ability to have an Occupation inherit Group(s) access and Hierarchy Access. For example, if the OHS Advisor Occupation listing has been assigned to Supervisor, Authoriser and Confidential Monitor groups, then a User who has OHS Advisor as their Occupation in the User record will automatically inherit access privileges to those groups. The same can be applied with Hierarchy Access.

Create an Occupation

1. Select New Occupation.
2. Enter a Name for the New Occupation.
3. Select Group(s) the Occupation is available to in the drop down Groups menu.
4. Select Edit in the Hierarchy Access if the Occupation is to be available to a level of the hierarchy. a. Select from the list of Hierarchy levels to apply the occupation to. b. Select the specific value(s) from the Hierarchy e.g. Production. c. User the single arrow to move over the selected value, or use the double arrow to move all values in the list.
5. Select Create.

Apply Group and Hierarchy Access to an Occupation

1. Create an Occupation record or Open an existing Occupation record that you are wanting to update.
2. Enter the Name of the Occupation.
3. Select the Group(s) from the drop down menu to apply to the Occupation as applicable.
4. Select Edit in the Hierarchy Access to apply to the Occupation as applicable.
5. Select OK.

Import Occupations

1. Select Occupations from the Administration menu.

2. Select Template from the Export link.

3. Select the link to download the Template.

4. Complete a list of Occupations within the Name column of the Occupation Template.

5. Save and Close the Occupation Template.

6. Select Import from the Occupation tab menu.

7. Drop the import file into the Import User File section or use the browse button to attach the file.

8. The attached file will show in the Import Occupation table and include the creation date and the User that completed the import. For any subsequent Occupation imports the Occupation table will show details of the date it was created and also the name of the User that completed the Import.

9. Select OK.