Personnel records include an organization and department for the user (see the Occupational section of Personnel configuration, as described in Configuring Personnel , Step 6).
To define the organization and department selections, do the following:
Step 1 Select Organization from the Users menu.
Step 2 Select one of the following options:
· To add a personnel record, choose Add....
· To modify an existing record, select the entry and click Edit. You can also double-click the entry.
· To delete an entry, select the item and click Delete.
Step 3 If adding or editing an item, the General window like this appears.
Step 4 Enter the name of the organization and optional comments to describe the entry.
Step 5 Click Save and Close.
The main Organization menu reappears.
Step 6 Select Departments from the Users menu. The main Department screen appears like this example:
Step 7 Click Add to create a new department entry. A dialog like the following example appears:
Step 8 Enter the name of the department and optional comments to describe the entry.
Step 9 Click Save and Close to return to the Department main window.
See also:
Configuring Personnel and Badges