How to Manage Staff Members

This article will help you to learn about the Staff Members Tab

How to open a Maintain Staff Tab

To create a new staff member, please do the following:

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:
1. Then the password entered in doesn't match your company's password policy.
2. You will need to change the password.
3. 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:
1. define what Tabs and Screens can be used by the Staff Member.
2. defines if the staff member is a Driver so that they are available in the Dispatch and Drivers Tab and can access IDS Mobile.
3. are created and editing in the Roles Section.
Fill in the "Contact Details" and "Emergency Contact" sections as needed.
Click the "Save" button

On the left hand side of the screen you can see your list of Staff Members

To scroll through your list, use the vertical scroll bar located on the far right hand side of the tab

You can filter your list of Staff Members by doing the following.

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
1. When you click on "Select" you will see this pop up:
2. IDS Core is loading all the staff roles for each of your users.
3. When completed, you can filter your users by their roles.
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

Once you have found the existing staff member, do the following:

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

Once you have found the existing staff member, do the following:

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"