The Personnel Wizard allows admins to change many of the key details for each user, these can include changing names, employment types, email addresses and much more.

Step-by-step guide

Add the steps involved:

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

    Browse for the required personnel record.
     

  2. Click [Details] to view detailed personnel information. 

     

  3. Click [Personnel Wizard] in the Personnel Profile pane. The Personnel Wizard is displayed.

     
     

  4. Edit the required fields and click [Next] to save the changes to the screen. The confirmation dialog box is displayed.

  5. Click OK
  6. Continue through the Personnel Wizard to modify other screens.

  7. Click [Complete Wizard]. The Personnel Details screen is displayed.


     
You may also want to use visual panels to communicate related information, tips or things users need to be aware of.

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