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Occupations

Occupations

The Occupations page within the Maintenance area is used to manage the master list of occupations available within SurfGuard Memberships.

View Occupations

To view the list of occupations:

  1. Open the menu

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  1. Next, you have two options:

  • Scroll to the Maintenance section to find the Occupations section

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  • Search for “Occupations” in the search bar at the top right hand side of the page

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  1. Select the Occupations option

  2. View the Occupations page which shows a list of Occupation names

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  1. Enter the occupation into the Search bar and select “Search”

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  1. The list will update with the search results

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Add/Edit Occupations

You can add or edit the list of occupations only if you have the relevant permission to do so.

Option A: Add Occupation

  1. Select the “Add Occupation” button

  2. The Add New Occupation drawer opens

  3. Add details

  4. Select Save to save your changes

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  1. If successful, a confirmation message appears:

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Option B: Edit Occupation

  1. Select one of the occupations in the list

  2. The Edit Occupation drawer opens

  3. Update the details

  4. Select Update to save your changes

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  1. If successful, a confirmation message appears:

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Delete Occupations

You can delete occupations only if you have the relevant permission to do so.

  1. Tick at least one of the occupations in the list

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  1. Select the three vertical dots (kebab) in the top right of the screen

  2. Select “Delete selected records”

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  1. Select “Delete”

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  1. If successful, a confirmation message appears

Troubleshooting

Issue

Possible cause

Action

I can’t see the Occupations option in the Menu

The Occupations section is only visible under the Maintenance menu item if:

  • You have Can View permission, and

  • You are on the National level, and

  • You are viewing the Memberships application

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  • SurfGuard user accounts are managed by each state office. Contact your state centre using the appropriate form here to have them update your permissions if necessary.

An occupation I deleted still appears in reports

Deleting an occupation prevents it from being selected for new or updated records. But deleted occupations that are already attached to existing member records are retained for historical accuracy

  • This is working as expected.

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