How to setup Personnel
Setup > Personnel is where details can be held for anyone who may be operating machinery or dealing with chemicals, for example, your agronomist, tractor driver or sprayer operator. These details can then be used for jobs and relevant reports.
To add a personnel record
From the Setup module (as shown below):
1. Select the Personnel icon
2. Select the + New Personnel button
Enter the information below:
First Name
Last Name
E-mail
Roles – select the appropriate box that best describes the individual
Qualifications (including BASIS and FACTS number if Advisor role is selected)
Address
Telephone Number(s)
To view a personnel record
All personnel are listed on the personnel section, accessed through the Setup module. If you need to view a particular personnel’s full details select the desired personnel record.
To edit a personnel record
Personnel records may be edited at any time.
To do this, select the required record from within the personnel section of the Setup module and update the relevant information before saving.
To delete a personnel record
Personnel records can be deleted, providing they have not been used within a record. From the Setup module:
1. Click Personnel
2. Find the person you wish to delete
3. Click the delete icon, located on the right hand side of the page
4. A warning message will appear asking if you are sure that you want to delete the personnel - select Delete to confirm
Agronomists
If you are planning to import jobs from your agronomist, you will need to have them added in your personnel list as an advisor. Once an advisor has an email address, this will activate the 'Email my Organisation Key' function, which allows you to set up a link between an agronomists' desktop Gatekeeper for the publishing of recommendations.
You can also enable automatic import of recommendations for an advisor by ticking 'Automatically import recommendations' against their personnel setup.
For more information please see Importing Recommendations from Gatekeeper Desktop