Before we start with building the essential “building blocks’ of your college, it is necessary to add the users/ staff who will be using the system. They will be the main users of the system and therefore we need to ensure that they are adequately setup and has been assigned their functions depending on their designated roles.
Add Staff
To add Staff, follow the instructions below:
Click Staff>Add Staff.
Enter Staff personal information on the fields available.
Enter in Employment Information and position. If the position is not on the drop down menu, click Add New Position link and type in Staff position.
Tick the appropriate box for Staff Role(s). Staff can be assigned multiple roles which will provide multiple system access. Refer to the User Role - Menu and Feature Access to assist with assigning roles.
Enter the Username
Enter the Password or select to have the System generate a Random Password.
Enter Security Question and Security Answer. The default question can be changed and Staff can change the question when they login to the System.
Click Add New Staff to save.
Note: Staff will receive an auto generated email notification to advise their account has been set up which will include user login details (username and password). User can change their password once they log in the system.
View Staff List
This page is where you can manage, view, and update your Staff.
Click Staff > View Staff List. A list of your Staff will appear on the page. You manage your Staff details using the Action Icons located on the right.
Action Icons
Icon
Description
Home - Allows you to view Staff profile summary in a new window.This also include latest communication log/diary entry (as shown below)
Home - Allows you to view Staff profile summary in the main window.This also include latest communication log/diary entry (as shown below)
Profile - Allows you to edit the Staff profile. Personal and Employment information can be updated on this page.
Documents - This function allows you to upload Staff documents such as copies of qualifications and other relevant documents.
Diary - This icon allows you to record/log Staff communication. The Log can record different types of communication e.g. emails, comments. All of these are recorded as a list for easy tracking and access.
Account - Allows you deactivate the Staff Account.
Note that staff information cannot be deleted and can only be deactivated.
Staff Profile Summary Home
Click either the or Action Icon on the Staff Management page. This page opens up in a new window or in the main window, and lets you view a Staff profile, including the latest communication log/diary entry, and Action Icons used to manage the Staff.
Action Icons
Icon
Description
Home - Allows you to view Staff profile summary in the main window.This also include latest communication log/diary entry
Profile - Allows you to edit the Staff profile. Personal and Employment information can be updated on this page.
Email - This icon allows you to send email directly
Diary - This icon allows you to record/log Staff communication. The Log can record different types of communication e.g. emails, comments. All of these are recorded as a list for easy tracking and access.
Documents - This function allows you to upload Staff documents such as copies of qualifications and other relevant documents.
Management of expiring documents such as First Aid Qualifications, Industry Association Membership, etc.
Photo - This function allow the upload of a Staff photo. This photo can be used, in addition to the other profile details, to identify the Staff member.
Allows the recording of Professional Development related information for the Staff member.