How to rename a job position.
To rename a job position you would need to follow these steps:
- Note, you need to be a superuser to do this.
- Click on the config menu.
- Click on edit workflow systems.
- Drill into the appropriate workflow system by clicking on the pencil icon to the right of the name.
- Click on the green button labelled Edit system settings to open the full options.
- Scroll to the bottom of the options, you will see your job positions and can edit the name here.
- Click save.
This will change the name of the position which appears in the following places:
- Towards the top left corner of the job card.
- On the job report as a filter (assuming filter set to show).
- In various workflow action settings such as send e-mail, change job holder etc.
If you manually control/update the occupant of a job position via a drop down box on your job cards then this name (though often set to be identical) is actually the name of the job field. To change this name follow these instructions:
- Point 1-4 exactly as above.
- Click on the Elements tab.
- Scroll down until you get to the job fields.
- Find your field (i.e. look for existing name) and click on the pencil icon to the right of the field.
- Change the name and then click save.