How to Add/Modify Location Codes & Details

This screen is used to add or modify Location Codes. Location Codes are used to identify all sites owned and operated by the board (e.g. Schools, offices, physical plants, garages, etc). Location codes are used in many areas throughout the system. In the OPC, the Location Code (in conjunction with Job Code and Establishment Code) defines Position. 

To note:

•To reduce data entry for data entered by location (e.g. Absence reports, Timesheets, etc) numeric codes are recommended to be used.

•If two locations should occupy the same physical space, they must be set up as separate locations. If a board office, for example, is housed within a school, two Location Codes must be created.

•Location codes are used in the following areas: timesheet entry; in conjunction with job code and establishment code to define a position; and absence.  Location codes may be used as a substitution variable in General Ledger Account codes, within the same modules.

Use the following steps to Add/Modify Location Codes & Details

          1. Click on Board Control

          2. Click on General Tables

          3. Click on Location Codes

          4. Click the Find button at top of the menu bar to see all records in the database.

          5. If K212 HRP dialog box displays, click Yes to continue.

          6. Select a current Location Code to modify or Select New at the top of the menu screen to add a new code

          7. Enter a unique Location Code value

          8. Enter a unique Location Description value

          9. Enter a unique Abbreviation value

          10. Select a Status value (i.e ACTIVE)

          11. Select a Physical Location? value (i.e YES)

          12. Enter a Province value (i.e ONTARIO)

          13. Enter in any other relevant information on the screen (If applicable) (Consult the user guides for more information about each field)

          14. Click the Save button to save your changes