Creates new person to people list to be able to assign them
to a project and role
Delete
Deletes person from organisation
Go
Starts filter by search (only displays when list is more than
one page)
All
Displays all people in organisation (only displays when more
than one page)
Previous
Goes back one page of people list (only displays when list is
more than one page)
Page No.
Click dropdown to select page number (only displays when list
is more than one page)
Next
Goes forward one page of people list (only displays when list
is more than one page)
Clear
Clears address details ready to edit or leave blank
Save
Saves actions made on screen
Screen Item
Description
View List By
Select from a dropdown list of current or deleted records
First Name
Person's first given name
Last Name
Person's last (surname) name
Department/Branch
Dropdown list of organisation's department/branches
Position
Person's organisation position
Username
Person's username is automatically inserted after save has been
clicked
Password
Up to 8 character password for person
Address
Person's street and postal address
Suburb/Town
Select from the dropdown list of suburbs
State
State person is located
Country
System defaults to Australia
Postcode
Suburb's postcode
Phone
International area code, state area code and phone number
Facsimile
International area code, state area code and facsimile number
Mobile
Person's mobile phone number
Email
Person or organisation email address
Web Address
Organisation's url web address
The name displayed
for a person is their first name and surname.
The people list
can be displayed by a status of 'current'
or 'deleted'. The
system defaults to 'current'.
Hover cursor
over the person's name to view the
date and time the record was last updated.
The person's
address defaults to the organisation's address information.
A person can
only have one set of contact details of each contact type, i.e. a person's
contact details remain the same regardless of any projects they may be
working on).
NAVIGATION
From the Main Menu, click Human
Resources/People. Note:
The Organisation
People list will display in the display view.
Edit and Delete
a Person
Edit
Person Details
This function enables maintenance of a person's name, branch/department,
position and password details, and address and contact details.
View the Navigation Instructions
When there
are 10 or more items to select from a list, the 'Filter by' box will display.
'How
to use Filter By'
Click next to Person
in display view.Note:
The person's
details will display in the details view. Hover cursor over name in display
view to view the date and time the record was last updated.
Make changes
as required. Note:
Click Clear
button under Street Address & Postal Address Details if different
from address displayed and enter new address details.
Click Save.
Note:
The Password
will be saved and the will appear blank. This
is a system requirement so that other users cannot use your login details.
Delete
a Person
This function
enables a person to be deleted from an organisation's people list and
placed in the deleted records list. The
person can be recovered from the deleted items list and placed back into
organisation's people list.
View the Navigation Instructions
Click next to Person
in display view.Note:
The person's
details will display in the details view. Hover cursor over name in display
view to view the date and time the record was last updated.
Click
Delete next
to the Organisation People heading in display view.
A popup
window will display asking if you are sure you want to delete this person.
Click Yes to delete person.
Click No to cancel and
close the window. Note:
The project roles will be removed from the person. If
yes is clicked, the person will be deleted from the list in display view
and placed in the deleted records list.
next to Person
in display view. Note:
The person's
details will display in the details view. Hover cursor over name in display
view to view the date and time the record was last updated.
will appear blank. This
is a system requirement so that other users cannot use your login details.