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General Tab
Field Name
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Description
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First Name
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The first name of the person.
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Last Name
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The last name of the person.
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Personnel Number
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You may leave the field blank to have Asset Manager assign a personnel number, or manually enter a personnel number.
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Location
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The location of the person.
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Group
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The Group selection field is the name of the Personnel Group that the person belongs to.
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Job Title
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The Job Title for the person.
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Email Address
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The email address for the person.
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Phone Number
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The phone number for the person.
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Shift
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The person's shift (1st Shift, 2nd Shift, etc.). You can set the values for this selection field on the Options page - Selection Fields.
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Picture
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Click the Add Picture link to select an employee picture. To remove a picture, click the Delete link.
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Account Tab
Field Name
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Description
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Login Name
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You may enter a different login name if the user will not be using their email address to login.
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System Role
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| • | Viewer: The default role is “Viewer”. A viewer can view all areas within Asset Manager but cannot make changes to any data. |
| • | Auditor: An “Auditor” has all of the viewing rights that the Viewer role has + the ability to add Audit records to assets. |
| • | Custodian: A “Custodian” has Viewer rights + the ability to Check In/Out assets. |
| • | Data Administrator: A “Data Administrator” has access to view, edit, add, and delete assets, personnel, vendors, and selection fields. They cannot make changes to Company Options. |
| • | System Administrator: A “System Administrator” has full access to all areas of the system including Company Options. |
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Timezone
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Select the timezone for the user.
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Set Password button
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If you are a System Administrator, you can use this button to set the user's password.
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Login Fail Count
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N/A
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Transfer System Administrator link
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Use this link to transfer your System Administrator permissions to another user.
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Assets Tab
The Assets tab contains a list of assets currently checked out to the person.
Notes Tab
The Notes tab is a place where you can enter free-form rich text notes.
Files Tab
The Files tab contains a list of files which have been uploaded for the Personnel record.
History Tab
The History tab contains a list of updates for the Personnel record.
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