The Positions page lists all of the types of positions defined by your organization. On this page, you can add new positions and manage existing ones.
Overview of the Positions Page
The illustration below identifies the main elements on the Positions page. Click a link on the diagram to jump to a description of the element later in this article.
Breadcrumbs
Breadcrumbs are the navigational trail that lets you know which page you are currently on, as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.
Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Positions page:
Clicking Home takes the user back to the Home page.
Add Button
This button opens a blank Position Details form where you can add a new position record. For details, go to Add Types of SEP Positions and Specify Screening Requirements. After you add a record, it appears in the Positions grid.
Search and Filter Controls
The Search field and filter controls help you find position records that match one or more criteria.
Search Field
The Search field lets you find a specific position record. The Search field contains a dropdown list with checkboxes that enable you to search for a position by name.
Simply type one or more letters in the name of the position to view a list of matching positions. For example, to find "Priest," you could type "priest" or even "ie," then click to start the search.
Search Filters
You can filter requirements in the grid by the category they are assigned to or by their status.
- Category
The default value for this filter is All Categories. To view a list of positions in a specific category, select the desired category in the dropdown list. For example, to view all educators, select Educators.
- Status
The default value for this filter is All Statuses. To filter the list of positions by status, select the desired status in the dropdown list. For example, to view all positions with a status of inactive, select Inactive Only.
Apply Button
After you enter a value in the Search field or select filter settings, click to begin the search. The grid updates to show positions matching your search or filter criteria.
Reset Button
Click to clear your Search or filter results.
Toolbar
The toolbar buttons give you quick access to the functions used to manage records on the positions page.
Click to open the online Help documentation.
Layout
The two layout buttons let you change the way you view data in the Positions grid. Select the view that suits the device you are using, your preference for viewing information, and your style of working.
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Grid View
Grid view is the default layout for viewing records. This layout arranges the records in separate rows. Each record occupies a single row that spans across the page.
To enable grid view, click
Use the Show menu dropdown list at the bottom of the page to select the number of records to display per page: -
Card View
This layout arranges the records in separate containers that resemble index cards. Each card occupies a single row that spans across the page and contains one record. The card gives you an at-a-glance summary of key information in the record.
To enable card view layout, click
Use the Show Menu at the bottom of the page to select the number of cards to display per page:
Positions Grid
The Positions grid lists all of the types of positions created for your organization. Positions are displayed in a grid or card format, depending on the layout view selected.
Positions
In both the Grid and Card views, the following details are provided for each position:
- Name: label or title given to the position.
- # of Requirements: indicates the number of requirements associated with the position.
- Category: the group in which the position belongs, for example, Volunteers, Deacons, Candidates for Ordination. A count of individuals in each category is reported to the USCCB during the annual data collection audit.
- Status: displays the current status of the position (for example, Active).
Position Detail Links
Click a position's name link to open the position record to view details about the position. In the position record, you can perform these tasks:
- Edit a position (for instructions on changing a position's details, go to Edit the Details for an SEP Position Type.
- Delete a position ( for instructions on deleting a position, go to Remove an SEP Position Type.
Sortable Column Headers
You can sort records in the Positions grid by the value in any one the five columns. To sort, simply click the desired column header. For example, to sort entries in the grid in alphabetic order by type, click the Type header.
If the column contains text (for example, city name), the information is sorted in alphabetic order. If the column contains numbers (for example, phone number), the information is sorted in numeric order. When you click a header, a directional arrow appears on the header to indicate the order in which the information is sorted:
Click the column header once to sort the values ascending order. Click the column again to reverse the sort.
: ascending order (alphabetically from A to Z; numerically from 0 to 9 or lowest to highest).
: descending order (alphabetically from Z to A; numerically from 9 to 0 or highest to lowest).
Show Menu
The Show Menu lets you choose the maximum number of records to display per page. The default is set to 10. To change the number or records, click to display the menu entries. Then, select a value of 25, 50, or 100, as shown below:
To speed up page loading, select a lower value.
Total Record Count
To the right of the Show Menu, the total count of records in the grid is displayed. In the following illustration, the total record count is 13:
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
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: takes you directly to the page number. For example, clicking 3 takes you to Page 3 in the grid.
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: takes you one page back from the page you are currently viewing.
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: takes you one page forward from the page you are currently viewing.
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: takes you to the first page.
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: takes you to the last page.
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