Updating Directory Information

Current directory records can be updated. The changes made to the directory information in the Personal Profile screen are also updated in the directory record in Smart Center.

1.  Access Smart Web.

2.  Click on the Personal Profile tab and log in if the log in screen displays.

3.  Choose the Profile tab to display the directory records in the Directory Update section.

4.  In the Directory section, choose the Select option for the directory record that should be updated. Only one record can be selected at a time.

 

 

5.  Click the Edit icon. The New/Edit Directory Information section displays in the screen beneath the Directory section. Use the scroll bar to view the new section. The fields in this section are populated with the current directory information for the selected record.

The Module Access Settings section also displays. Please refer to Updating the Module Access Options (Profile Tab) for more information about the module access settings.

 

 

6.  From the Department list box, select a department. An entry in this field is required. The list of department options is derived from the departments (parent records) assigned to the directory records for this person or function in Smart Center. If no department options are available, you cannot make any changes to this record.

7.  The title can be changed by selecting an option in the Personal Profile field. An entry in this field is required if a title is not entered.

8.  The phone number can be updated in the Phone Number field, and a phone number type assigned by selecting a type from the Phone Number Type list box. Entries in both of these fields are required.

9.  The address can be updated using the address fields. The address can be either entered manually by entering the address information in the address fields, or automatically by selecting a combination of a building code and an address type. An address can be entered manually only if a building code has not been selected.

Automatically Entering an Address

An address can be automatically specified by selecting a combination of a building code and an address type.

•      In the Building field, select a building code from the list box. If only one address type is associated with the selected building code, the address fields are automatically populated.

•      In the Address Type field, select an address type from the list box. The address fields are automatically populated.

•      If a room or a floor number is associated with the address, enter that information in the Room/Floor field.

Manually Entering an Address

An address can be entered manually only if a building code has not been selected.

•      Enter the building’s street address in the Street 1 and Street 2 fields. An entry in the Street 1 field is required.

•      If a room or a floor number is associated with the address, enter that information in the Room/Floor field.

•      Select an address type from the Address Type field. This step is optional.

•      Enter the city, state or province, postal code, and country in the City, State, Postal Code, and Country fields. Entries in the City, State, and Postal Code fields are required.

10. To cancel the changes and revert to the last set of saved directory record entries, click the Cancel icon at the bottom of the screen. The Cancel icon must be clicked before any changes are saved.

11. Click the Save icon at the bottom of the screen to save the changes. An update message displays when the record has been updated.

 

 

12. Click the OK button to close the dialog and close the New/Edit Directory Information and Module Access Settings sections. The updates display in the Directory section.