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Note

Italicized terms represent clickable icons on the specific screen being discussed.

You must be signed in as an Administrator to access this option.

Click the links below for more detailed information.

Please reference Details settings, Leads settings, Collections settings, Employees settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.

Access

  • (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.

  • (B) Evaluations - Click to access the location's Evaluations settings.


Edit Evaluations Settings

Gradesheet Assignment

Field NameField DescriptionSupported Integration
(C) Location Gradesheet dropdownClick to select the default location gradesheet.All
(D) Employee Gradesheet dropdownClick to select the default employee gradesheet.All


Save

  • (E) Save - Click to save edits and return to the Location list
  • (F) Cancel - Click to discard any edits made to the location and return to the Location list.


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