Adding (or editing) a person

This procedure adds a person to the system.
Prerequisites: You are working at the Supervisor station with admin authority. Any additional information to collect has been configured.
  1. Click Personnel.
    The People view opens.
  2. Do one of the following:
    • To add a new person, click the Add button (Image).
    • To edit an existing person, double-click the person record in the People view. If adding someone, the Add New Person view opens to the Person tab.
     
    NOTE: Any time after entering a Last Name you can click the Save button to create the new person record. If you leave the view (not the tab) before saving, all data entered are lost and must be re-entered.
     
  3. Enter the person’s names, Employee Id > Department > PIN and other properties.
    While only the person’s last name is required to create a personnel record in the station database, the best practice is to be prepared to enter the other information the system needs, including ID, department, tenant, etc.
  4. To complete the creation of a new person record, click the Save button.
    The Summary tab opens with a summary of the properties you just created.