Buttons

Action performed

Apply / Close

Not applicable to this screen.

Cancel / Close

Closes form without saving any changes.

Add New

Allows users to add new POTW personnel

Details

Allow users to view and modify POTW personnel

Item

Description

User Abbreviation

Main indicator of who performed or is scheduled to perform a task.  This abbreviation is displayed on reports and screens.  With this in mind chose your abbreviations carefully.

Full Name

Full Name of POTW personnel

Title

Title can be added via the Personnel section and a mail merge field is available so that the Title can be used in Mail Merge letters.

Email

Email can be added via the Personnel section and a mail merge field is available so that the email address can be used in Mail Merge letters.

Company

This is generally the POTW; however, if you have consultants that you track, you can identify what company he/she works for.

Phone Number

Contact number for that POTW person.  This information can be added to many reports and letters.

Inactive

Personnel can be inactivated by editing the details of the individual.  Inactive personnel will no longer be a selectable option in drop down menus.  The personnel will remain assigned to any event previously assigned.