{"id":164,"date":"2024-08-12T12:23:18","date_gmt":"2024-08-12T20:23:18","guid":{"rendered":"https:\/\/dhcsystems.com\/guide\/?p=164"},"modified":"2024-10-06T20:03:47","modified_gmt":"2024-10-07T04:03:47","slug":"editing-an-employee-in-eqa","status":"publish","type":"post","link":"https:\/\/dhcsystems.com\/guide\/editing-an-employee-in-eqa\/","title":{"rendered":"Editing an Employee in eQA"},"content":{"rendered":"\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile\" style=\"grid-template-columns:auto 28%\"><div class=\"wp-block-media-text__content\">\n<p>Sometimes the Checks needed for a particular Employee need to be changed. Sometimes there is a typo, new responsibilities, or a new role.<\/p>\n\n\n\n<p>There is a way to make changes to individual Employees after they are in the system.<\/p>\n\n\n\n<p>NOTE: This does not change the Checks that were already completed, only the Checks that will be completed in the future.<\/p>\n\n\n\n<p>Standard User accounts do not have access to edit Employees. If you do not see \u201cEmployee List\u201d, and believe that you should, please let us know. We will work with your company contact to ensure appropriate permissions.<\/p>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" src=\"https:\/\/dhcsystems.com\/wp-content\/uploads\/2022\/03\/image-192.png\" alt=\"eqa-scan-list\" class=\"wp-image-921 size-full\"\/><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">To Edit an Employee in eQA, Short Form:<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/dhcsystems.com\/wp-content\/uploads\/2022\/03\/image-193.png\"><img decoding=\"async\" src=\"https:\/\/dhcsystems.com\/wp-content\/uploads\/2022\/03\/image-193-1024x192.png\" alt=\"eqa-scan-list-search\" class=\"wp-image-922\"\/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the navigation bar, expand the \u201ceQA \u2013 Admin\u201d menu, then click \u201cEmployee List\u201d<\/li>\n\n\n\n<li>From the \u201ceQA Employees List\u201d locate the record you would like to edit.\n<ul class=\"wp-block-list\">\n<li>Using \u201cSearch\u201d in the upper right of the table will filter any field for the query<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Once you have located the record you would like to edit, click \u201cEdit\u201d&nbsp;to open \u201cEdit Employee (short form)\u201d\n<ul class=\"wp-block-list\">\n<li>Clicking \u201cDelete\u201d will remove the record<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Select the applicable \u201cStandard Title\u201d, if you would rather edit each Check individually, click the \u201cSwitch to Long Form\u201d button\n<ul class=\"wp-block-list\">\n<li>Employee Name is not editable<\/li>\n\n\n\n<li>Employee ID is not editable<\/li>\n\n\n\n<li>Current Title displays the Standard Title currently assigned to the employee. If the field is empty then no Standard Title is currently assigned.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Enter any options \u201cNotes\u201d\n<ul class=\"wp-block-list\">\n<li>Notes will load into the QA and appear to the user that scans the Barcode\/QR Code<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click \u201cUpdate Employee\u201d to save the changes<\/li>\n<\/ol>\n\n\n\n<p>The next time a user scans the Barcode\/QR Code for this Employee the changes that were made will load for them and attach to the completed QA<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">To Edit an Employee in eQA, Long Form:<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/dhcsystems.com\/wp-content\/uploads\/2022\/03\/image-193.png\"><img decoding=\"async\" src=\"https:\/\/dhcsystems.com\/wp-content\/uploads\/2022\/03\/image-193-1024x192.png\" alt=\"eqa-scan-list-search\" class=\"wp-image-922\"\/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the navigation bar, expand the \u201ceQA \u2013 Admin\u201d menu, then click \u201cEmployee List\u201d<\/li>\n\n\n\n<li>From the \u201ceQA Employees List\u201d locate the record you would like to edit.\n<ul class=\"wp-block-list\">\n<li>Using \u201cSearch\u201d in the upper right of the table will filter any field for the query<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Once you have located the record you would like to edit, click \u201cEdit\u201d&nbsp;to open \u201cEdit Employee (short form)\u201d\n<ul class=\"wp-block-list\">\n<li>Clicking \u201cDelete\u201d will remove the record<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click the button titled \u201cSwitch to Long Form\u201d<\/li>\n\n\n\n<li>Make changes to the following:\n<ul class=\"wp-block-list\">\n<li>Employee Name = The Name of the Employee that will be QA\u2019d<\/li>\n\n\n\n<li>Employee ID = The ID of the Employee that will be QA\u2019d<\/li>\n\n\n\n<li>Task 1 \u2013 Task 25 = The checks, or tasks, that should be reviewed by the manager, up to 25 per Employee<\/li>\n\n\n\n<li>Notes = These notes will load into the Scan and appear to the user that scans the Barcode\/QR Code<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click \u201cUpdate Employee\u201d to save the changes<\/li>\n<\/ol>\n\n\n\n<p>The next time a user scans the Barcode\/QR Code for this Employee the changes that were made will load for them and attach to the completed QA<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes the Checks needed for a particular Employee need to be changed. Sometimes there is a typo, new responsibilities, or a new role. There is a way to make changes to individual Employees after they are in the system. NOTE: This does not change the Checks that were already completed, only the Checks that will [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"categories":[17],"tags":[],"class_list":["post-164","post","type-post","status-publish","format-standard","hentry","category-about-dhc-systems","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/posts\/164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/comments?post=164"}],"version-history":[{"count":2,"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/posts\/164\/revisions"}],"predecessor-version":[{"id":416,"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/posts\/164\/revisions\/416"}],"wp:attachment":[{"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/media?parent=164"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/categories?post=164"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dhcsystems.com\/guide\/wp-json\/wp\/v2\/tags?post=164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}