Overview
Setup > Personnel is where you create and hold contact and role details for anyone involved in your farm's operations for example, your agronomist, a tractor driver, or a sprayer operator. These details are used when creating jobs (for selecting an Advisor or Operator) and on the Recommendations Report, so keeping them up to date helps your records stay accurate.
Adding a new personnel record
From the Setup module, select the Personnel icon.
Select the + New Personnel button.
Complete the fields described below, then click the tick to save.
đĄCreating, editing, or deleting personnel records requires a Standard, Admin, or Account Admin role with edit access to jobs for at least one of your businesses. Viewing the personnel list only requires read access.
When adding or editing a personnel record, you can enter:
First Name and Last Name
E-mail address
Roles: Tick the box(es) that best describe the individual: Advisor, Operator, or Other
Qualifications (free text)
Address
Landline and/or Mobile number
Qualification numbers
Depending on the role(s) selected and your account's country, additional qualification number fields appear:
Advisor role:
UK accounts: BASIS number and FACTS number
Irish accounts: an IASIS Number field appears in place of BASIS, and the FACTS field is hidden
Operator role:
An NRoSO number field appears for UK accounts, or a PU number field appears for Irish accounts
BASIS, FACTS, and IASIS numbers recorded here are also used as a fallback on the Recommendations Report. If you import a recommendation that includes an advisor's qualification number and their Personnel record doesn't have one recorded yet, TELUS Crop Management will save it to their Personnel record automatically.
An existing number already recorded against a Personnel record will never be overwritten by an import. Check Setup > Personnel after import to confirm the number has been saved. See Importing Recommendations from Gatekeeper Desktop for more detail.
Advisors and recommendation imports
If you're importing jobs from an agronomist, add them as a Personnel record with the
Advisor role and include their email address. Recording an email address against an advisor makes the Email my Account Key function available for that record, which lets you set up a link with the agronomist's desktop Gatekeeper software for publishing recommendations.
You can also tick Automatically import recommendations in the advisor's Personnel record to enable automatic import of their recommendations, rather than importing them manually each time. See Importing Recommendations from Gatekeeper Desktop for more detail.
Setting a default advisor or operator
You can mark one person as your account's default Advisor and one person as your account's default Operator. When you do this, that person will automatically be pre-selected as the Advisor or Operator whenever you start a new job, saving you from having to select them each time. Only one person per account can be set as the default Advisor, and only one as the default Operator. Setting a new default automatically replaces the previous one.
Viewing and editing personnel records
All personnel are listed in the Personnel section, accessed through the Setup module. Select a record to view its full details. Records can be edited at any time, select the record, update the relevant information, and then click the tick to save.
Deleting or hiding personnel records
Personnel records can be deleted, provided they haven't been used within a job, work record, inspection, or recommendation. There is no separate "Hide" button, hiding is offered automatically as an alternative if you try to delete a record that's linked to existing data.
To delete a personnel record:
Select Personnel.
Find the person you want to remove.
Select the delete (bin) icon on the right-hand side of their row.
Confirm the warning message by selecting Delete.
If the record is linked to existing jobs, work records, inspections, or recommendations, deletion will be blocked and a warning message will appear instead, offering a Hide option. Select Hide to confirm, the person will no longer appear in the Advisor/Operator selection list when creating a new job, but their history is preserved and they'll still show correctly on any existing job they were already assigned to.
To unhide a person, tick Show hidden items at the top of the Personnel list (this checkbox only appears once at least one person is hidden). Hidden records will then appear in the list with an unhide icon in place of the delete icon, select it to make that person active again.