Personnel Details

Personnel Details


Field2Base Users with the Mobile Forms Administrator role can manage Personnel Details for their Users. Personnel Details can then be used in Forms (only available in version 7.0 and higher) instead of using Form Data Files. If available for your Company, Personnel Details are visible and editable as part of the User Profile.
Note: Personnel Details are an additional feature that can be enabled on a per company basis. Please contact our Technical Support team if you have questions or would like to enable Personnel Details for your Company.

Adding or Editing Personnel Details

1. Navigate to Admin > Users .
2. Click on Edit for the User that you wish to edit Personnel Details for.

3. You can edit any of the details in the Personnel Details section at the bottom of the User Profile page. All Personnel Details for a User are optional.

A. Personnel ID - any value can be entered.
B. Personnel Type - any value can be entered.
C. Job Title - any value can be entered.
D. Mobile Number - any value can be entered.
E. Default Location - The drop down will list all Locations available for your Company. See the article on Managing Locations for more information on how to set up and use Locations.
F. Default Group - The drop down will list all Groups available for your Company. See the section on Groups in the Portal Quick Start Guide for more information on how to set up and use Groups.

    • Popular Articles

    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing Forms to be quickly converted to an active, online, smart Form available to your end users via our Mobile Device and Web-based Applications. This ...
    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...
    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...
    • Mobile Forms iOS Enterprise App Upgrade to the Mobile Forms iOS App Store

      Overview This guide will review how to switch between two versions of the Mobile Forms app, uninstalling the Enterprise build and installing the App Store Build. The primary benefits of switching over are that updates to the App Store build are ...
    • How to Check the Version of Integration Products Running on a Windows 10 Machine

      Right-click on the Start menu button. Click on Apps & Features. In the Apps & Features search bar type in the Integration Product you are looking for, eg. F2B Data Integration Module, F2B Data Upload, or F2B Enterprise Dispatch Module. Click to ...