User`s guide

Prompt: ADD AGENT: Last Name:
First: ID:
Action: 1 Enter the agent’s last name, up to 12 letters, numbers, or
special characters (such as *
or #), with no spaces between
them. The last name appears in uppercase and/or lowercase
letters, exactly as you type it.
2 Enter the agent’s first name, up to 8 letters, numbers, or
special characters, with no spaces between them. The first
name appears in uppercase and/or lowercase letters, exactly as
you type it.
3 Enter a unique agent ID, up to 5 letters or numbers. The ID
appears on the screen in uppercase letters, even if you enter
lowercase ones.
4 Press [F8] (labeled “Enter Data”).
[F2] Remove Agent
Press this function key to display the prompts that allow you to delete an
agent from CMS. To help you avoid removing an agent by accident, CMS
prompts you to confirm your request.
NOTE: Removing an agent from the Agent Directory will delete the
historical data for that agent. If you have any historical reports that
have not yet been printed, print them
before you remove the agent.
Refer to Section 7 for information on generating CMS reports. (If you
are archiving the historical data, be sure to copy the system tables as
well as the data files. For more information, see Section 8, “Archiving
Data.”)
Prompt:
REMOVE AGENT: ID:
Action: 1 Enter the ID of the agent to be removed.
2 Press [F8] (labeled "Enter Data").
3 When the confirmation prompt appears, type y to confirm
your request or
n to cancel it.
4 Press [F8] (labeled “Enter Data”).
[F3] Change Agt Name (Change Agent Name)
Press this function key to display the prompt that allows you to change an
agent’s last name or first name in the Agent Directory. (You cannot change
an agent’s ID using this function key. To change an agent’s ID, you must
first remove the agent and then add the agent with a different ID.)
Prompt:
CHANGE AGENT NAME: ID:
Last Name:
First:
Creating an Agent Directoy 4-27