Personnel Details

Personnel Details

Overview

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.

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