Staff Selector

The Staff Selector enables you to select an appropriate Staff member, either when setting responsibility for process Steps, or when applying Staff filters.

To enter a Staff search:

1. Enter any appropriate Search Criteria that would help to narrow the search.

2. Click Search.

   Any records that match the Search Criteria you entered are displayed in the Search Results.

   If you need to narrow your search, enter additional Search Criteria and click Search again.

   You can also clear individual Search Criteria, or click Reset to clear them all and begin again.

3. In the Search Results, apply any sort options or filters that will help to refine your selection. See below for details.
4. Select the Approver or Responsible Staff member from the Search Results.

5. Click Select.

   The Staff member is selected and the selector is closed automatically.

   You can click Close at any time to close the Selector window making a Staff selection.