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Edit Role History in a User's Profile

Summary

This article explains how to edit Role History in a user’s profile on Plumm. It covers the permissions required for admins and the mandatory fields to be updated in the Role History section.

In this article

  •  Before you begin
  • Step 1:   Log in and navigate to User's Profile
  •  Step 2:   Edit Role History
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add Role History.
  • Only admins with the correct permissions can edit Role History.

Step 1.Log in and navigate to User's Profile

  1. Log in to Plumm using a valid user account.
  2. Navigate to the User's Profile section.
  3. In the Job Information section, click on the three dots on the right-hand side.

Step 2. Edit Role History

  1. In the Job Information section, click on the three dots again and select Edit Role History.
  2. The Role History section will show fields such as:
    • Effective Date
    • Job Title
    • Department
    • Location
    • Change Type
  3. Fill in or update all the mandatory fields for Role History.
  4. You can edit more than one Role History entry by clicking Edit Role History for each and updating the required fields.
  5. For each Role History entry, you can make the role Active or Inactive depending on the current job title by clicking Make Active or Make Inactive.
  6. If you wish to delete any Role History entry, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can edit Role History in Plumm?

 Admins with the correct permissions can edit Role History.
 

2 .  What fields are required when editing Role History?

The mandatory fields for editing Role History include:
  • Effective Date
  •  Job Title
  • Department
  • Location
  • Change Type

3.  Can I edit multiple Role History entries?

Yes, you can edit multiple Role History entries by clicking Edit Role History for each and updating the
necessary fields.
 
 

4. Can I make a Role History entry active or inactive?

Yes, you can set a Role History entry as Active or Inactive based on the current job title by clicking Make
Active or Make Inactive.
 
 

5. Can I delete a Role History entry?

Yes, you can delete any Role History entry by clicking the Delete button next to the entry.
 
 
This article covers how admins can edit Role History in a user’s profile, focusing on the mandatory fields, making roles active or inactive, and the permissions required.