Occupations Configuration

Occupation Configuration

Items added with this function display in the Occupation dropdown list on the Employer tab in contact detail.

This screen displays differently depending on the way you access Applied Epic (from a web browser or from the desktop interface). The browser-specific version only displays if your organization does not have Active Directory authentication enabled in Login Configuration.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Account on the navigation panel or Areas > Account on the menubar.

Click Occupations on the navigation panel.

A list of occupations that are in your system displays. To change the sort order, click the column heading.

You can do the following from here:

Add an Occupation
1. Do one of the following:
  - Click the Add button to the left of the list.
  - Click New > Occupation on the options bar.
  - Click File > New > Occupation on the menubar.
  - Press [Insert] on your keyboard.
2. Enter the new job title in the Description field on the right.
3. Click Finish or Save to save the occupation. If you want to add another occupation, click Add or Save & Add Another.
Edit an Occupation
1. Click to highlight the occupation that you wish to revise in the list, and then do one of the following:
  - Click the Edit button to the left of the list.
  - Click File > Open on the menubar.
  - Double click the occupation.
  - Press [Enter].
2. Revise the job title in the Description field on the right.
3. Click Finish or Save to save your changes.
Delete an Occupation
1. Click to highlight the occupation that you wish to delete in the list, and then do one of the following:
  - Click the Delete button to the left of the list.
  - Click File > Delete on the menubar.
  - Press [Delete] on your keyboard.
2. You are prompted: "Do you wish to delete this record?" Click Yes.
Print a List of Occupations
1. To print a list of the occupations that are in your system, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print > Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. Print this list as you would any other document.