Use this option to add, update or delete Firms Serial Number Formats.
To add a new Format, go to the empty row at the bottom of the record list.
Format
Use this field to specify the Format required for this numbering system. The format can be a maximum of 9 characters in length. Use a series of # signs to show WiSeMan where to generate the numbering. We recommend that a year suffix is used to give a visible check on when the Personnel record was created.
At the beginning of the year, change the suffix by incrementing the number.
Last Number Used
This is a system-maintained field and should only be set to 0 when the Format is first created, and at the beginning of a new year when the year suffix in the Format above is updated.
Description
Use this field to give a brief description of the specific Format, e.g. SC Clearance. The description will be displayed in the 'Choose a Format' pop-up box when a new Application Form record is created.
Site Code
This is an optional field. It allows different Formats to be created for multi-site installations.
Use the drop-down box to select a Site Code which has already been set up in the relevant Standing Data table. The value entered here will be used to update the Site Code field in the Location / Company area when a new Application Form record is created.
Authority
This is an optional field that allows the setting of the default Clearance Authority for this particular Format.
Use the drop-down box to select a Clearance Authority which has already been set up in the relevant Standing Data table. The value entered here will be used to update the Clearance Authority field when a new Application Form record is created.
Clearance Level
This is an optional field that allows the setting of the default Clearance Level for this particular Format.
Use the drop-down box to select a Clearance Level which has already been set up in the relevant Standing Data table. The value entered here will be used to update the Clearance Level field when a new Application Form record is created.
Print
Use this option to produce a Summary Report of the information displayed on this screen.