Officer Types are used when adding officers to companies or trusts, each officer that is added to a company or trust needs to be assigned an officer type for example chairman or directory. The Officer Types grid looks like this: -
Description
The Description is the name of the officer type and is how the officer type will be seen throughout the system.
Standard Controls
The standard controls bar, which appear at the bottom of the screen can be used to change the selected officer type.
Add
While in the Officer Types section, this button can be used to add a new officer type. When clicking the add button, the following screen will be displayed.
Edit
The edit button can be used to edit the description of an existing officer type. This is done using the above screen.
Delete
When you select an officer type, you can click the delete button to remove this officer type from the system, a confirmation box will be displayed incase the button is click accidentally.
Export
This will export the list of officer types into an excel spreadsheet so that this can be used externally from the system.
Refresh
The refresh button simply refreshes what is being displayed in the grid
X
The X button simple closes the maintenance module.