The Appointee Information page allows you to filter and modify Appointees.
This Help page contains the following sections:
Filters allow you to reduce the number of entries that appear on the grid. Select from the following fields to filter your grid.
•Name: Enter a Last Name of an Appointee (Sanders), the Last Name and First Name separated by a comma (Sanders, Edward), or a comma with only the First Name (,Edward).
•City: Enter a partial or whole name of a city.
•State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)
•Pension Plan Type
Click the button to display the results.
Click the Clear Filters link to reset all the filters.
Appointees are listed in a grid below the link. The name of the Appointee, Charge, City/State, Position, and Note fields appear on the grid.
•Click the Add New Appointee link to add a new Appointee. The Person Search window appears. It is best to search All Applications to avoid adding a duplicate record that may already be in the system.
•Click the Edit icon to make changes to an Appointee.
•Click the Delete icon to remove the Appointee from the system.
Compiled on 2/12/2019 11:04:11 AM