Add or Edit a Staff Pool

To create a new Staff Pool, in the Staff Pools window:

1. Beneath the Pools grid, click Add.

   This displays the New Staff Pool window.

   

   In this window:

   • Name - Enter a short, descriptive name for the new Staff Pool.

   • Hidden - Select this checkbox only if you want the Pool to be excluded from search results.

     A Pool cannot be deleted once it is referenced in existing data, but the Hidden setting allows it to be excluded from usage once it is no longer appropriate.

2. Click Save and Close.

   The new Pool is added to the list in the Staff Pools window.

To edit a Staff Pool, in the Staff Pools window:

1. Select the Pool in the Pools grid.

2. Click Edit.

   This displays the Edit Staff Pool window, which is identical to the New Staff Pool window (see above) in all but name.

   In this window:

3. Edit the Pool Name or Hidden checkbox state as required.

   A Pool cannot be deleted once it is referenced in existing data, but the Hidden setting allows it to be excluded from usage once it is no longer appropriate.

4. Click Save and Close.

   The Pool details are updated and your changes are reflected in the Staff Pools window.