Job Functions (at account-level)

 >  Account Settings > Management > Job Functions    (Administrators only.)

||  Add  ||  Edit  ||  Import  || See Also

On this page you add and edit Job Functions for use in Speaker and Session Management (which must be enabled for the account).

These are for speakers and event planners to use as the "target" job functions for sessions. For example, a session may be aimed at people who have Marketing or Finance roles.

(In an event, event planners select the job functions to be available in that event; see Manage > Speakers and Sessions > Setup > Job Functions. They can then associate those job functions with sessions; see Plan > Speakers and Sessions > Sessions.)

Add Job Function

• Add – To add a job function to the account, enter a new Job function Name in the Name text box, and click Add. (Must be unique in the account.)
  Examples: "CMO" or "Chief Marketing Officer".

It is added to the Job function List below.

• Import Job functions – Import job functions from a CSV file that you have prepared in advance.
  Notes:

• • Format: The import file must be a .CSV file.

  • Fields: It must include the one (required) field: Job Function Name.

  • Header Row: The first row must be column names. You will use these when mapping the fields.

  • Template: You can right-click this file to save an empty template CSV file, job_functions_import_template.csv.

Steps to follow to import job functions

Once you have a .CSV file ready:

1. 1. Click Import Job Functions.

   2. Click Browse and select the .CSV file to upload from your computer.

   3. Click Upload to upload it to the account.

   4. In the Import Job functions pop-up window, map the Name field to the relevant column in your import file.

   5. Click Import to start the import process.

   6. You receive an email advising that the import is complete, and if any rows failed to import.

Note: If you import a job function with the same name as an existing record, it will overwrite that record. That has no net effect; it does not generate an error, nor create a duplicate record.

Job functions List

All job functions are listed, with these two columns:

• Job Function Name – To change the name of a job function, click  in the Actions column.

• Actions – Two icons:

 – Edit. Change the Job Function Name, and click  to save your changes. (You can click  to cancel unsaved changes.)

 – Delete. Deletes the job function. (You are prompted to confirm.)
Warning: If you delete a job function, any sessions associated with it have the association removed. You may confirm or cancel the deletion.

List Navigation

If the list of job functions is longer than the page, use these links (in the lower-right corner) to navigate between pages.

• First  |  Previous  |  # |  #  |  #  | Next  |  Last     (# represents the page numbers.)

See Also

• List of Speaker and Session Management documents, videos, and help topics.