Honors and Awards Overview
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- Rosamund Moody
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1 Honors and Awards Overview Introduction This section provides the procedures for viewing, adding, correcting and deleting Honors and Awards in Direct Access. Contents Topic See Page Viewing an Honor/Award 2 Adding a New Honor/Award 5 Adding an Additional Honor/Award of the Same Type 14 Correcting an Honor/Award 18 Deleting a Single Honor/Award 21 Deleting One Honor/Award when Multiple Instances 24 Exist 1
2 Viewing an Honor/Award Introduction This guide provides the procedures for Viewing an Honor/Award in Direct Access. Procedures See below. 1 Select Person Profiles from the Person Profile pagelet. 2 Enter the Emplid and hit Search. 2
3 Viewing an Honor/Award, Continued 3 The Person Profile page will display. Select the Qualifications tab. 4 The members first five Honors and Awards will display. Click the View All link to see all of the member s Honors and Awards. 3
4 Viewing an Honor/Award, Continued 5 Click an Honor and Award for additional information. 6 The member s Update Honors and Awards page will display. Click OK to return to the Person Profile screen. 4
5 Adding a New Honor/Award Introduction This guide provides the procedures for Adding a New Honor/Award in Direct Access. The user must have the CG Admin Technician function to add a new Honor/Award. Procedures See below. 1 Select Person Profiles from the Person Profile pagelet. 2 Enter the Emplid and hit Search. 5
6 Adding a New Honor/Award, Continued 3 The Person Profile page will display. Select the Qualifications tab. 4 Click the Add New Honors and Awards link. 6
7 Adding a New Honor/Award, Continued 5 The Add New Honors and Awards page will display. Enter the required fields using the Field/Description table below. Field *Issue Date (Required) *Honor and Award (Required) *Status (Required) From Date (Optional) To Date (Optional) Grantor (Optional) Description Enter the date the award was granted to the member. Enter the Award Code or, if the Award Code is unknown, search for the award by clicking the magnifying glass. This field defaults to Active. Do NOT change this field. If the award is for a specific period of time, enter the beginning date for that time frame. If the award is for a specific period of time, enter the ending date for that time frame. The agency or organization granting the award. 7
8 Adding a New Honor/Award, Continued 6 Complete the required fields, then click OK or Apply and Add Another if adding additional Honors and Awards. 7 Once all Honors and Awards have been added, click the Save button at the bottom of the Person Profile page. 8 Once saved, this message will display. 8
9 Adding a New Honor/Award, Continued 9 This Message might appear when you Save. Remember the Item Name. 10 Go to the Knowledge Base and search for the Competency Dictionary and click the link. 11 The dictionary opens in an Excel spreadsheet. Use Ctrl F to find the item name in the large list. Note the updated Creation Date. 9
10 Adding a New Honor/Award, Continued 12 Go back through s 1-3 above and click View All on the Competencies tab. 13 Scroll through the list to find the ID and click the Competency Link. 10
11 Adding a New Honor/Award, Continued 14 The Update Competencies page will open with all the editable fields. 15 Update the Effective Date with the Creation Date from the Competency Dictionary. Click OK. 11
12 Adding a New Honor/Award, Continued 16 Note the updated Date. Click Save. 17 Reenter the required fields, then click OK or Apply and Add Another if adding additional Honors and Awards. 12
13 Adding a New Honor/Award, Continued 18 Once all Honors and Awards have been added, click the Save button at the bottom of the Person Profile page. Once saved, this message will display. 13
14 Adding an Additional Honor/Award of the Same Type Introduction This guide provides the procedures for adding an additional Honor/Award of the same type in Direct Access. The user must have the CG Admin Technician function to add an Honor/Award. Procedures See below. 1 Select Person Profiles from the Person Profile pagelet. 2 Enter the Emplid and hit Search. 14
15 Adding an Additional Honor/Award of the Same Type, Continued 3 The Person Profile page will display. Select the Qualifications tab. 4 Select the Honor and Award. 15
16 Adding an Additional Honor/Award of the Same Type, Continued 5 The Update Honors and Awards page will display. Click the Plus button. 6 Some of the fields will carry over from the previous row. 16
17 Adding an Additional Honor/Award of the Same Type, Continued 7 Update the required fields, then click OK. 8 Click the Save button at the bottom of the Person Profile page. Once saved, this message will display. 17
18 Correcting an Honor/Award Introduction This guide provides the procedures for Correcting an Honor/Award in Direct Access. The user must have the CG Admin Technician function to correct an Honor/Award. Procedures See below. 1 Select Person Profiles from the Person Profile pagelet. 2 Enter the Emplid and hit Search. 18
19 Correcting an Honor/Award, Continued 3 The Person Profile page will display. Select the Qualifications tab. 4 From the Honors and Awards section, select the Honor and Award to be updated or corrected. If the member has received the Honor/Award multiple times, be sure to select the correct Honor/Award record. 19
20 Correcting an Honor/Award, Continued 5 The Update Honors and Awards page will display. Correct the appropriate fields, then click OK. 6 Click Save at the bottom of the Person Profile page. 7 Once saved, this message will display. 20
21 Deleting a Single Honor/Award Introduction This guide provides the procedures for Deleting a Single An Honor/Award in Direct Access. The user must have the CG Admin Technician function to delete an Honor/Award. As with any delete function, use extreme caution when deleting transactions. It is possible to delete the wrong record or records, especially if the member has multiple instances of the same Honor/Award. If a record is erroneously deleted, it will have to be recreated. Note: If this is an Honor/Award that has just been added, the minus button used to delete some records will not appear until the user leaves the page and returns. The easiest resolution is to click Return to Search and then re-enter the member s profile. Procedures See below. 1 Select Person Profiles from the Person Profile pagelet. 2 Enter the Emplid and hit Search. 21
22 Deleting a Single Honor/Award, Continued 3 The Person Profile page will display. Select the Qualifications tab. 4 To delete an Honor/Award that a member has received only once, click the trash can on the Honor and Award row. 22
23 Deleting a Single Honor/Award, Continued 5 This message will appear. Click OK. 6 Click Save at the bottom of the Person Profile page. 7 Once saved, this message will display. 23
24 Deleting One Honor/Award when Multiple Instances Exist Introduction This guide provides the procedures for Deleting One An Honor/Award when Multiple Instances Exist in Direct Access. The user must have the CG Admin Technician function to complete this action. As with any delete function, use extreme caution when deleting transactions. It is possible to delete the wrong record or records, especially if the member has multiple instances of the same an Honor/Award. If a record is erroneously deleted, it will have to be recreated. Note: To prevent unintentional deletions of Honors and Awards, the trash can functionality for multiple Honors and Awards of one type has been disabled. The following message will appear if you attempt to delete multiple Honors and Awards at one time: Procedures See below. 1 Select Person Profiles from the Person Profile pagelet. 24
25 Deleting One Honor/Award when Multiple Instances Exist, Continued 2 Enter the Emplid and hit Search. 3 The Person Profile page will display. Select the Qualifications tab. 25
26 Deleting One Honor/Award when Multiple Instances Exist, Continued 4 Select the Honor and Award that needs to be deleted. 5 The Update Honors and Awards page will display. Scroll through the records using the Arrows or click View All to find the correct record to delete. 26
27 Deleting One Honor/Award when Multiple Instances Exist, Continued 6 Once the correct record has been located, click the Minus button to delete it. 7 This message will appear. Click OK. 27
28 Deleting One Honor/Award when Multiple Instances Exist, Continued 8 Notice the record updated to 1 of 3. Click OK. 9 Click Save at the bottom of the Person Profile page. 10 Once saved, this message will display. 28
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