You can apply default values to each new employer record in order to save data entry.
Setting Defaults:
You can set defaults for background detail information in the employer window. This saves having to update individual records if there is likely to be little difference in the values stored for many of your employers.
If you wish to apply defaults that you have set you have three choices:
- Apply defaults for the current employer.
- Apply defaults for all employers.
- Apply defaults only to new records.
Make your selection in the Defaults dialog.
You can set defaults in WorkExpo so that when new records are added certain fields you nominate are automatically populated with default values.
To set defaults for employer records in WorkExpo:
- From the WorkExpo main menu press the large Employers button.
- In the Employers window click the Details tab.
- Click the "Set Defaults..." blue link at the bottom of the tab.
- In the "Set Defaults" dialog box, select the defaults you'd like to set and press OK.
- Now, when new employer records are added these defaults will be added to the new records.
To update existing employer records with defaults:
- From the WorkExpo main menu press the large Employers button.
- In the Employers window click the Details tab
- Click the "Set Defaults..." blue link at the bottom of the tab.
- In the "Set Defaults" dialog box, select the defaults you'd like to set.
- In the "Apply Defaults for.." section choose "All Employers".
- In the "Overwrite?" section choose Yes or NO as necessary.