Either selecting Edit from an Officer Summary page or selecting ... > Edit by an officer in the Officer List will open a window where you can edit certain fields not available to edit in the summary.
A Find Field search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically. Once you have finished, select Save to apply the changes and return to the summary page, or Cancel to exit without saving. The following fields are available to edit:
Roles – A drop-down menu is available here showing which Roles are available to add to the officer. Once you have added a role, you can select the X next to it to remove it again.
Main Organisation – This is the organisation that employs the officer. A search bar is available at the top of the menu.
Superior – This is the officer that the current officer reports to. A search bar is available at the top of the menu.
Email – If a PICSWeb User is created linked to this officer, this will be the email that they use to log in and receive communications from PICSWeb. Make sure that you are entering a genuine email address and not a domain address (e.g., firstname.lastname@example.org)
Allowed Contact Methods – A search bar is available in the field. Once you have added a contact method, you can select the X next to it to remove it again.
Preferred Contact Method – A search bar is available at the top of the menu. You will be shown an error message if you try to save the record with a contact method in this field that has not been named as an Allowed Contact Method.
Ethnicity – A search bar is available at the top of the menu.