People view

This view lists all personnel in the system. The Summary view reports the same information for a specific person.
Figure 24.   People view
Image

To open the People view, expand Personnel and click People. To open the Summary window, select a person in the People view.

The columns in the People view table provide key information for each employee.

Control buttons

In addition to the standard control buttons (Delete, Column Chooser, Refresh, Reports and Export), these buttons provide personnel management functions:

  • Image Add opens a view or window for creating a new record in the database.
  • Image Hyperlink links to the edit view or window for the selected item. It is the same as double-clicking the table row. This button is available when a single record is selected.
  • Image Summary opens the Summary window for the selected item, which shows how item properties are currently configured. Double-clicking on any row in a table opens the Summary tab, which contains the same information as the Summary window.
  • Image Show Access History opens the Access History view for the selected record.
  • Image Show Readers opens the Person Reader Report. The Reports chapter documents this report.
  • Image Show Expirations opens the Person Access Right Report view.
  • Image Quick Edit opens the Quick Edit window for the selected item(s). This feature allows you to edit one or more records without having to leave the current view.
  • Image Match with synchronize combines the properties of similar schedules (subordinate to the Supervisor) and similar personnel records under a single name.
  • Image Duplicate opens a New window and populates each property with properties from the selected item. Using this button speeds the item creation.

Default People view columns

Column and summary property Description
Last Name
Reports the family name of the person.
First Name
Reports the given name of the person.
Department
Reports where within the organization’s flow chart the person works.
Person Type
Reports additional information about the person.
Tenant Name
Reports the name of the associated tenant.
Access Rights The Summary window lists the access rights assigned to the person.