How do I add personnel?

This article explains how to add personnel to field records, allowing you to track hours and costs.

 

1.  Click on the Dashboard and select Field Ops.
2.  Click on the Personnel tab on the left of the screen and click on the + New Personnel button.
3.  Enter the Name and Operation Cost and click Save & Close.  If you would like to add more personnel from this screen, click on the arrow to the right of Save & Close and select Save & New.  The individual has been added to the Personnel screen.  Click on the three dots at the right of the row to view the details.
4.  To edit click on the three dots and select View Details.  This will take you to the Personnel Details screen where you can click on Edit.  Changes can be made and Saved or you can Delete personnel.  If you click Delete, then a confirmation window will appear confirming that you wish to delete.  If no changes are made, click on Cancel to return to the Personnel Details screen.