Guide to creating a Position in RMS.

Overview

Position is a Lookup Table that can be used to record the job title or role of a staff member, which can then be associated with a User.

Maintaining a list of Positions allows staff job titles to be recorded consistently across User records.

Guide

In the side menu of RMS, go to Setup > Lookup Tables > Position.

1. Select Add.
   
    
2. Enter the Position.
3. Select Save/Exit.
   

4.  

Using a Position

Once a Position has been added to the Lookup Table, it becomes available for selection on a User record.

To assign a Position to a User, in the side menu of RMS go to Setup > Users > User Information, then add or edit a User and select the required Position from the list.

The User Information screen displays each User's assigned Position alongside their other details such as Username, Department, Phone, and Profile Name.

Reporting

Position values assigned to Users can be reviewed in the User Information report.

In the side menu of RMS, go to Reports > Security > User Information, select the required User(s) and User Status, then export or schedule the report to view each User's details.