Workplace Details Editing

Key Steps:

1. This guide explains how to edit a workplace in the Key Processes section, including updating staff numbers, remote work arrangements, and transfer options. Follow the steps below:

   Navigate to the Key Processes section and locate the workplace or key process location to be edited.
2. Click the highlighted workplace to access the editing options.
3. Add the number of staff at the location.
4. Include any additional comments, such as hybrid or work-from-home arrangements.
5. Specify the number of staff working from home and the percentage of staff with remote access capability.
6. Note any additional requirements for the workplace.
7. Transfer to an alternate team if necessary, specifying who will take over the process or location and the maximum operable time (i.e., the longest period the location can continue to operate under the alternate team).
8. Transfer to an alternate workplace if required by selecting the alternate locations and saving the changes.
9. Save and close the editing window.
10. Save and close again to confirm the changes.

Cautionary Notes:

• Ensure accurate information is entered to avoid confusion in staff location and work arrangements.
• Double-check all changes before saving to prevent errors in the system.
• If you make an error after saving, contact your system administrator to reverse the changes.

Tips for Efficiency:

• Keep workplace details updated regularly to reflect current staff arrangements.
• Utilise the system's transfer options efficiently to manage staff movements effectively.

Watch a video demonstration: