Staff Credit Maintain [S36]
Overview
This screen allows the user to create or maintain a staff credit record.  When creating a credit the user has a free hand to award anything to anyone. Therefore, the permisisons should be allocated carefully.
Rules
Only users who have staff credit create permission can create a new permission Only users who have staff credit modify permission can update a permission Only users who have staff credit approve permission can approve a permission Only users who have staff credit process permission can process a permission Only users who have staff credit cancel permission can cancel a permission Only users who have staff credit on hold permission can put a permission on or off hold What can and cannot be done according to the credit status. The left vertical column shows the state of a staff credit and the top horizontal row shows the state that a user might be able to set this staff credit to.   Created Approved Processed On Hold Cancelled Created no yes no yes * yes Approved no no yes yes * yes Processed no no no no no On Hold no no no yes * yes Cancelled no no no no no * On hold may be toggled on and off
Operation
When this screen is being called without reference to an existing credit (or after the clear button has been clicked), it is ready to create a new credit. This is only possible when the user has staff credit create permissions. Otherwise the information about a credit will be displayed. The Clear button will clear the screen so that the user can create a credit but only if the user has staff credit create permissions. The Job Id field should only be populated if the credit is to be linked to a job. Remember that credits are either a credit type or a money type. When you select the credit type from the Type dropdown, please bear this in mind. The update should refuse if you get this wrong. The Date of the credit is not the date of the payroll year/month. This date is the date of the underlying action when the credit was earned. All credits must have a Description. If a credit has not yet been approved then the user may approve it by clicking the Approve button if they have permission. If a credit has not yet been processed then the user may approve it by clicking the Process button if they have permission. In this case, the payroll year/month must be selected. If a credit has not yet been processed then the user may cancel it by clicking the Cancel button if they have permission. A reason must be given. If a created credit has not yet been processed then the user may put it on hold  it by clicking the Put On Hold  button if they have permission. A reason must be given. To take an 'on hold' credit 'off hold' the user can click the Take Off Hold Button. If the credit is not processed and the user has staff credit modify permissions then some data fields will be editable. To save any changes the user should click the Update button. The Show Credit List button will take the user to the Staff Credit List screen and if the driver and depot are selected then their values will be populated in this new screen. The Status block shows what/who/when has happened to this credit.
Related Items
Staff Credits Searching For Records
Screen Shot
Testers : Please put a useful screen shot here when this page is tested.