Modify Personnel Using the Personnel Wizard

Owned by Dan Le (Deactivated)
Last updated: Oct 23, 2017 by Tim Hampton (Unlicensed)

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

  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.