Certain descriptive fields that are filled out when entering information within the Positions Module of the Beacon HR system have pre-configured options for users to choose from.  These options are available in a dropdown list format. Beacon HR allows system administrators to create and modify dropdown lists in order to cater to an organization’s specific needs.



Editing and Deleting a Dropdown Selection


Refining the Display


Several options must be considered when choosing to edit and create selections for a dropdown list.  Use extreme caution when editing the dropdowns.  It is recommended that users do not delete lookups, but that they instead inactive selections.

  1. Choose a system dropdown to edit from the available drop-down list
  2. If you would like the dropdown selection to include an abbreviation of the selection description, select Yes from the ‘Display Abbreviation’ dropdown.  Otherwise, select ‘No’. 
  3. If your selection uses sequence, select ‘Yes’ from the ‘Uses Sequence’ dropdown.  Otherwise, select ‘No’.  Use the sequence function to determine what sequence order selections display.
  4. Select if you would like the dropdown selections to be sorted by their description, abbreviation, or sequence. 
  5. To save these modifications and to apply them to the current list in view, select “Save Modifications” (Note that your selections will not be applied to the list below until you do so). To cancel any modifications and restore the original settings, press ‘Cancel’.

 

Editing the Selections in a Dropdown


  1. To edit a selection from the dropdown selection list, place your cursor anywhere over the Selection you would like to edit and click.  The Selection will become modifiable. Note that the dropdown lists and ‘Save Modifications’ and ‘Cancel’ buttons cannot be used until you save, cancel, or delete the selection.
  2. Adjust the Selection data as necessary.  The columns that are available to edit are dependent on the options you choose in steps 1 through 4.  If you select “Yes” for ‘Uses Abbreviations’, an ‘Abbreviation’ column will be available to edit.  If you select ‘Yes’ for ‘Uses Sequences’, a ‘Sequence’ column will be available to edit.  If you select ‘No’ for an option, it’s respective column will not be available in the list.
  3. When you have finished making any necessary changes, click theicon to save your changes.  To cancel any medications, clickthe icon.
  4. To Delete a Selection: If you are certain you would like to erase a selection from the dropdown, press the (X) button.  Note that you will not be prompted if you are certain you would like to delete the selection.  Once you press the (X) button, the selection is permanently erased from Beacon HR.  

Adding a Selection

  1. Choose a system dropdown to edit from the available list.
  2. At the bottom of the selection options list is an empty row for adding a new selection.  Enter the necessary information in the available code. Checkmark Active to apply the selection option to the Beacon HR system.
  3. When you are finished entering the data, press the (+) button to add the new selection to the list.