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How to open a Maintain Staff Tab
Create a new Staff Member
Searching for Staff Members
Edit an existing Staff Member
Adding a Note to a Staff Member
Toolbar Buttons
Hide Unhide Toolbar
Hot Keys
Go back to the IDS Core Tutorial Home Page
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- To open the Maintain Staff tab, click on 'Staff'.
- This will open a new "Maintain Staff" tab.
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- Enter in the Staff ID.
(Remember, this is what your end-users, including your drivers, will type into the login screen, so keep it simple) - Enter in a password into the first password field.
- If you see the following message:
- Then the password entered in doesn't match your company's password policy.
- You will need to change the password.
- Or changed your password policy in the preference section
- To see the password you typed in, click on the eyelash symbol
- Enter in the password again into the "Password Confirmation" field.
- Ensure enabled is ticked
- Select the Users Role.
Roles:- define what Tabs and Screens can be used by the Staff Member.
- defines if the staff member is a Driver so that they are available in the Dispatch and Drivers Tab and can access IDS Mobile.
- are created and editing in the Roles Section.
- Fill in the "Contact Details" and "Emergency Contact" sections as needed.
- Click the "Save" button
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- Across the top of your staff members list you will see the following
- To filter by staff roles, check the box beside "Select", then select the role from the dropdown
- When you click on "Select" you will see this pop up:
- IDS Core is loading all the staff roles for each of your users.
- When completed, you can filter your users by their roles.
- When you click on "Select" you will see this pop up:
- To see "All" users, check the box beside "All"
- To see only Staff Members that are enabled, check the box beside "Enabled"
- To see only Staff Members that are Disabled, check the box beside "Disabled"
- To find the user by their name, simply start typing in the "Filter" field
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- Double click on their name
- Or select their name and click the edit button located on the bottom of the screen
- This will load the Staff Member's record on the right hand side of the screen
- Make your changes.
- Then click the "Save" button
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- Double click on their name
- Or select their name and click the edit button located on the bottom of the screen
- This will load the Staff Member's record on the right hand side of the screen
- You will see the "Notes" section located on the bottom right hand side of the screen
- To add a note, click on the "Add" button
- Enter in a "Name" for the note.
- Write in the details
- Then click "Save"
- A pop up will appear saying the Note has been saved.
- Click "Ok"
- You will see your new note appear on the left hand side of the "Notes" Section
- To edit a note, select the note from the left hand side of the "Notes" section
- Then click the "Edit" button
- Make your changes to the note.
- Then click the "Save" button
- To delete a note, select the note from the left hand side of the "Notes" section
- Then click the "Delete" button
- Then click "Yes"
- Then click "Ok"
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- Accesses this help page in the online Manual.
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To unhide the toolbar, click on "view", then click on "Show Toolbar"
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To use the hotkeys, you will need to hide the toolbar first, to do this please see above.
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Press "alt" and "f" at the same time.
Then you would press c.
(Click to go back to IDS Core Tutorial Home Page )
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