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  1. Select Operations >Personnel. The Personnel screen is displayed.

  2. Filter the Personnel screen according to your requirements.


    • Enter filter criteria in the text-box and click [Filter].Image Added
    • Select a value from the Department drop-down list to view personnel located in a particular department.
    • Select a value from the Base drop-down list to view personnel located in a particular base location.
    • Select the Show In-Active tick box to include personnel that are no longer active in the system. This includes personnel which have ceased employment with your organisation.

  3. Click [Details] to view detailed personnel information. If you do not have the required access level to view personnel details, a warning is displayed.



  4. Select ‘Access Levels’ from the Personnel Profile pane.



  5. Click [Edit].Image Added

  6. Select all the applicable access levels in the ‘Recency Management’ group.


    Access Level

    Description

    Check form Administration > Modify All

    Allows users to create, edit and delete check form templates, checklists, rating types and nominate sign-off personnel.

    Check Forms > View Self

    Allows uses to view check forms pertaining to themselves.

    Check forms > View Selection

    Allows users to complete a selection of check form templates and view selected check forms for a base and department.


    Users with this access level are displayed in the Authorised Check & Training Personnel pane for each check form in the check form setup screen. Personnel with the Check form Administration > Modify All access level can then provide the required users with access to individual check form templates by selecting their name in the Authorised Check & Training Personnel pane.

    Check forms > View All

    Allows users to complete all check form templates and view all check forms.

    Check Forms > Submit Self

    Allows users to submit check forms that are self-updateable.

    Check forms > Submit Selection

    Allow users to submit a selection of check form templates and view selected check forms for a base and department.

    Check forms > Submit All

    Allows users to submit all check form templates and view all check forms.

    Check Forms > Modify Self

    Allow users to modify the check forms they have submitted.

    Check forms > Modify Selection

    Allow users to modify a selection of check forms templates and view selected check forms for a base and department.

    Check forms > Modify All

    Allow users to modify all check form templates and view all check forms.

  7. Click [OK].Image Added



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