Skip to main content

Title Maintenance

When an existing title definition in the organization falls into inactivity, an active title definition can be made instead of a passive title from the Title Care field under the Organization Care heading.

Clicking on the Title Maintenance field will list any records that have already been defined.

This list of records can be searched, sorted by its columns, or a new record can be added.

Title Maintenance

To add a new definition, press the "New" button in the upper left corner of the list of records. Pressing the New button will open a blank page in the side panel, where the "No" and "New No" fields are expected to be filled.

FeatureDescription
NoFrom this field, the record of the inactive title must be selected
New NoFrom this field, the title record to replace the passive title must be selected

When the title records are selected from the No and New No fields and the save button is pressed at the top of the page, the definition process is completed.

Selection of passive title from the No field;

Title Maintenance

Selection of the active title from the New No field;

Title Maintenance

The process of recording elections;

<div style={{textAlign: 'center'}}>

Title Maintenance

</div>

When the No and New No fields are selected and the Save button is pressed, the newly defined record will be added to the list of records. After this process, the system will carry out the process through the new title in the steps where the inactive record passes.

Best Practice

CORRECT USAGE
  • From the New No field, an active title selection must be made, which is intended to replace the inactive title. In workflows, in steps where the passive title is used, process requests will now be executed with the title selected from the New No field

:::d anger MISUSE

  • This process is used to prevent errors from being received and processes from stopping if a title record that has been previously used in workflows falls into passivity. If the title record has not fallen into inactivity, this definition of care is not made

:::