Update Information

This report can be used to solicit edits from individuals about their personal and training information.  The first page lists the same fields as displayed on the Person/Org screen and the second page lists the persons training.  Records are sorted alphabetically by last name.

 

 

Steps

  1. Place the cursor over Reports menu option and select Persons/Update Information.

  2. Select the Organization to filter the list of available persons.  Your default OLA will be automatically displayed when entering this screen.  If you would like a different default OLA refer to change default OLA.

  3. Click on the Only ROSS Persons check box to filter the available persons. This is an optional step.  Leave blank to select persons regardless of whether they are a ROSS resource.

  4. Left click on an employment status to further filter the list of available persons.  This step is optional.  Leave blank for selecting persons with any Employment Status.

  5. From the list of available persons, select the individuals for which you want to run the report.  

    1. Use the Shift or Ctrl-Shift keys on your computer keyboard to select many individuals.

    2. Use the Select All button  Select All if you want to select all persons on the list.

    3. If you need to quickly find a person, type all or part of their name in the "Search Available Persons:" box and click the Search button  Search.  The person(s) that match your search criteria will be displayed in the Available Persons box.  Click the Clear button   Clear  to get your full list back after searching.

    4. Click the Add button  Add to select the persons you have highlighted.  These individuals will now be displayed in the Selected Persons box.

    5. If you want to remove any individuals from the list of selected persons, select them and click the Remove button  Remove.

  6. Check the Display Email Addresses in appendix check box if you want the last page of the report to list the selected persons email addresses.

  7. Click the View Report button View Report to run the report.

  8. For information regarding the use of the report toolbar refer to Report Toolbar page.