Getting Started - Personnel Setup
Updated
by
Cheryl Wallace
Previous Step: Getting Started - Utilities Setup
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- Add Employers.
A minimum of one Employer must be added. Employers can either be entered manually or imported using the import template. Create an employer called REPAIRS when tracking inventory sent to outside vendors for repair or maintenance. Review during training or see this link. |
- Add Crafts, if using.
Crafts can be created and assigned to your Personnel (e.g. Welder, Labour, Electrician, etc.). This allows you to report inventory usage by Craft. Review during training or see this link. |
- Add Certifications, if using.
Certifications are used when you wish to verify that someone who is issued a particular tool is certified in its use. Certifications are attached to Personnel records as well as to Part Number inventory records. This validation is not available in Batch mode. Review during training or see this link. |
- Add Personnel.
Personnel records are entered to track which employees are issued what inventory items. These records can be entered manually or by completing and using the Personnel Import template. It is recommended that you contact your HR department to get an Excel spreadsheet of employee data including First Name, Last Name, Employee Number, Craft (Electrician, Welder, etc.) to avoid wasted effort and make the most of data you already have. Create a personnel record for every outsource repair or service centre and one for in-house repairs if applicable. Use the REPAIRS employer for these records. Review during training or see this link. |
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Next step: Getting Started - Inventory Setup
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Overview: Getting Started - Implementation Step Summary
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