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In Organizer’s Toolbox, a person record can have different job statuses for each of their jobs. Job status refers to if that job is In or Out of Unit.

By default, any job will be In unit, and each job can be moved Out of Unit for two different reasons: a job can either be Excluded from Unit or can be Terminated.

You can filter for Job status in one of three ways:

1. You can filter for a job record’s overall Unit Status by going into the Jobs folder, and selecting the filter Job Status- Unit Status.



From there, you would select either In or Out, which would then bring up all records that either In or Out of unit.



2. You can also filter for only those records who are Out of Unit, because their job has been Excluded from the Unit. To do so, you would go into the Jobs folder, and select the filter Job Status- Excluded from Unit.

   

   This will bring up a Yes and No, and to see jobs that are Excluded from Unit, you’d want to select Yes.

3. To see those jobs that are Out of Unit because their job has been Terminated, you would go into the Jobs folder, and select the filter Job Status- Job Terminated.

This will bring up a Yes and No, and to see those jobs that are Terminated, you’d want to select Yes.