Staff Member

1
Staff Member Staff Scheduling

• Stuart Rexroat
• Systems Development Associate

2
Staff Master

• Staff Master Record
• Basic Tab
• Contacts Tab
• Activities Tab
• Training Tab
• Additional Reports Tab
• Notes Tab
• Other

3
Staff MasterBasic Staff Info

• Basic Tab
• Station
• Shift
• Units
• Rank
• Use lookup comments to properly order
• Status
• Important Dates
• Etc

4
Staff MasterStaff Contacts

• Basic info for any important contacts
• Contact Type Emergency Contact
• Sort/filter in reports or queries
• Name/Business name
• Address
• Phone Numbers/Email Address/Websites

5
Staff MasterTraining Activities Tabs

• Staff Activities
• All (non) incident activities for the individual
• Staff Training
• List of all training classes for the individual
• Staff Training Programs
• Access all training programs for each staff

6
Staff MasterAdditional Reports

• Administrative
• Additional security options
• SSN, Pay, Insurance, Casualties, Exposures
• History
• Additional security options
• Anything historically significant to staff
• Vaccinations, physicals, rank changes, etc

7
Staff MasterAdditional Reports

• Equipment
• Assigned equipment tracking
• Availability
• Tracking availability, time off requests, etc
• Schedules
• New Scheduling module

8
Staff MasterNotes Tab

• Simple Straight forward
• Additional features
• 100,000 word dictionary 30,000 word medical
  dictionary
• User time Date Stamp
• There are several notes tabs through all modules,
  be sure to pick the appropriate notes section for
  the specific needs of the information contained.

9
Staff MasterOther Information

• HIDE this individual from
• NEVER DELETE
• Standard OTHER Stuff
• User Fields
• Attachments
• Record Lock Status
• Record Modification History

10
Staff Scheduling

• What is it?
• Two Parts
• Today and the Future
• Past History
• Will if work for me?
• Adding staff from Schedule to Records

11
Basic Components

• Setting up the Schedule
• Wizard
• Manually
• Options
• Coloring
• Workstation Options

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Basic Components

• Exchanges
• Daily Exchanges
• Daily Reassignment
• Extended Leave
• Additional Staff
• All Exchanges need Approval

13
Basic Components

• Real Time Links
• Roster
• Adding to Records
• Creating historical Records
• Printing Reports

14
Setting up the Schedule

• Using the Wizard
• Setting up Manually
• Adding Personnel
• Adding Default Information

15
Schedule Display

• Workstation Options
• Shift Resolution
• Coloring of Calendar

16
Exchanges

• Daily Exchanges
• Sick
• Vacation
• Kelly Days
• Comp Days
• Reassignments
• Different Station or Units

17
Exchanges

• Extended Leave
• Military Leave
• Medical Leave
• Additional Staff
• Overtime
• Additional Manning

18
Real Time Links

• Station Roster
• Adding Personnel
• Adding to Incidents
• Adding to Records

19
Historical Tracking

• Creating Activity Records
• Editing the Activity Record
• Updating the Activity with Auto Task

20
Printing Reports

• Calendar
• Exchanges
• Historical Information

21
New Features in Schedule

• Filtering
• View Future Days
• Display Options

22
Questions/Comments

• Question
• Comments
• Thank You