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How to add and maintain structure responsibility

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The practice structure is divided into:

Each of these fields has a drop-down list or Find window attached that is displayed when you click in the field.

  1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page appears.

  2. In the Search for field, enter the name (or part of the name) of the supplier record you want to find.

  3. Click Search or press the [Enter] key.
    The records that match your search criteria are listed in the window.

  4. Double–click the record you want to open.
    The Supplier page for the selected record appears.

  5. Click the Responsibility tab to display it.
    The Responsibility tab page has four main areas: the Partner Responsibility and Team boxes at the top, and the Notes box and Structure Responsibility area at the bottom.

Define the department

  1. In the Structure Responsibility area, click the Department field and then click the Find button File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/Ellipsis_button.gif to open the Find Departments window.

  2. To select a department using the Find Departments window:

- To search on part of the department name, select the Search any part of name/code check box.
- In the Search for field, enter the name of the department.
- Click Search  to list departments with the search criterion in their names.
- Select a department from the list.

OR

With the Search for field blank, click Search to list all the department, and then select a department from the list.

Tip

Double-clicking the department name in the Find Departments window selects the department and closes the window.

  1. On the Find Departments window, click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/ok_button.gif to select the department and close the window.
    The name of the selected department is displayed in the Department field on the Responsibility tab page.

Select the Office

  1. In the Structure Responsibility area, click the Office field and then click the Find button File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/Ellipsis_button.gif to open the Find Offices window.

  2. To select an office using the Find Offices window:

In the Search for field, enter the name of the office and click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/search_button.gif to list offices with the search criterion in the names, and then select an office from the list.

To search on part of the name, select the Search any part of name/code check box, enter the search criterion in the Search for field, click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/search_button.gif, and then select an office from the list of search results.

OR


Click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/search_button.gif to display all the offices, and then select an office from the list.

  1. On the Find Offices window, click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/ok_button.gif to select the office and close the window.
    The name of the selected office is displayed in the Office field on the Responsibility tab page.

Select the company

  1. In the Structure Responsibility area, click the Company field and then click the Find button File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/Ellipsis_button.gif to open the Find Company window.

  2. To select a company using the Find Companies window:

In the Search for field, enter the name of the company and click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/search_button.gif to list companies with the search criterion in the names, and then select a company from the list.

To search on part of the name, select the Search any part of name/code check box, enter the search criterion in the Search for field, click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/search_button.gif, and then select a company from the list of search results.

OR


Click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/search_button.gif to display all the companies, and then select a company from the list.

  1. On the Find Companies window, click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/ok_button.gif to select the company and close the window.
    The name of the selected company is displayed in the Company field on the Responsibility tab page.

  2. Enter additional information in the Notes box if required.

  3. Click File:dirname/pm/030_Suppliers/140_How+To.../160_How+to+add+and+maintain+structure+responsibility/ok_button.gif to save the Structure Responsibility details. The supplier page closes and you are returned to the search results window.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Responsibility tab

How to add partner responsibility

How to edit partner responsibility

How to add and maintain team responsibility


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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