Managing Areas of Expertise Levels

You can set up multiple levels for areas of expertise to help further define the capabilities of your firm's staff. For example, staff in your firm's tax area of expertise may be further categorized by the types of clients they primarily serve, such as corporations or individuals. Areas of expertise can be set up in the Managing Areas of Expertise procedure.

Note: This is a simple list that requires the entry of only a name-like unique identifier; no additional windows need to be set up.

To manage this list item, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Staff Lists > AoE > Area of Expertise Levels on the navigation panel.
3. Do one of the following:
• Add a record. Click the plus sign beside the Add cell in the grid, enter the new name or identifier, and press Enter.
• Edit a record. Double-click a record in the grid, enter a new value, and press Enter.
• Reorder records on the grid. Right-click a cell in the grid and select either the Move Up or Move Down option from the menu.
• Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.