Contents

Overview

Manage personnel views

Competency

Manage resource types

Manage personnel types

View a personnel record

Create a personnel record

Edit a personnel record

Upload personnel records

Export personnel records

Project personnel

Export project personnel

Overview

Personnel management is crucial to planning and executing projects. Operate is designed to help manage resources by tracking resource allocation to projects, linking competency to work execution.

Manage Personnel Views

You can create different views within personnel to display different information in the table.

View Personnel Views

To View personnel views:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel views.

Create a Personnel View

To create a personnel view:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel views.
3. From the table context menu, click Create.
4. Enter a name for the view.
5. Update any columns into the column section that you want to see in the view.
6. Enter any Facetable columns that you may want to filter the table.

Edit Personnel Views

To edit personnel views:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel views.
3. Find the personnel view you want to edit, go to the context menu, and click Edit.

Export Personnel Views

To export all the personnel views into a csv file:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel views.
3. From the table context menu, click Export.
4. Select a filename and location.
5. You will now have a csv file with all the personnel output to the location you selected.

Archiving a Personnel View

To archive a personnel view:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel views.
3. Find the personnel view you want to archive, go to the context menu, and click Archive.

View Archived Personnel Views

To view archived personnel views:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel views.
3. From the table context menu, click View archived.

Restore an Archived Personnel View

To restore an archived personnel view:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click View archived.
3. From the table context menu, click Manage personnel views.
4. Find the personnel view you want to unarchive, go to the context menu, and click Unarchive.

Hide Archived Personnel Views

To hide archived personnel views:

1. When viewing archived personnel views.
2. From the table context menu, click Hide archived.

Competency

Competency management allows the user to track personnel specific competency and when that competency expires within Operate. Competencies can be linked to Tools within Operate and are used in certain workflows to raise Non-conformances if work is performed outside of the required competency.

View Competencies for Personnel

To view competencies for personnel records:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find a personnel record to view competencies, from the row context menu, click Manage competencies for personnel.

Create a New Competency

To create a new competency record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find a personnel record to add a competency, from the row context menu, click Manage competencies for personnel.
3. From the table context menu, click Create.
4. Choose a Competency type from the list. A description of the selected competency is shown.
5. Enter the Certificate number and Expiry date.
6. Click Save.

Competencies are managed by asset55. If there is missing competency type, please contact support@assetfiftyfive.com

Upload a Competency Certificate

To upload a competency certificate:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find a personnel record to add a competency certificate, from the row context menu, click Manage competencies for personnel.
3. Find a competency record, click Upload certificate from the row context menu.
4. Click Upload a file, find the file on your computer to upload.
5. Click Save.

Replace Competency Certificate

To replace a competency certificate for a personnel record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find a personnel record to replace a competency certificate, from the row context menu, click Manage competencies for personnel.
3. Find a competency record, click Replace certificate from the row context menu.
4. Click Upload a file, find the file on your computer to upload.
5. Click Save.

Edit a Competency

To edit an existing competency record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find a personnel record to edit competency, from the row context menu, click Manage competencies for personnel.
3. Find a competency record, click Edit from the row context menu.
4. Update the competency type, certificate number or expiry date.
5. Click Save.

Competency Expirations

When competency is about to expire, email notifications are sent to alert administrators, however, it is possible to view a list of competency expirations in the system.

To view competency expirations:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Competency expirations.

Archiving a Competency

To archive a personnel competency record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Competency expirations.
3. Find a competency record, click Archive from the row context menu.

View Archived Competency records

To view a personnel's archived competency records:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Competency expirations.
3. From the table context menu, click View archived.

Restore a Competency record

To restore a personnel's previously archived competency record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Competency expirations.
3. From the table context menu, click View archived.
4. Find the competency you want to restore, go to the context menu, and click Unarchive.

Hide Archived Competency records

To hide a personnel's archived competency records:

1. When viewing competency records.
2. From the table context menu, click Hide archived.

Manage Resource Types

You can create different resource types within personnel.

View Resource Types

To View resource types:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage resource types.

Create Resource Type

To create a resource type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage resource types.
3. From the table context menu, click Create.
4. Enter a name for the resource type and save.

Edit a Resource Type

To edit a resource type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage resource types.
3. Find the resource type you want to edit, go to the context menu, and click Edit.

Archiving a Resource Type

To archive a resource type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage resource types.
3. Find the resource type you want to archive, go to the context menu, and click Archive.

View Archived Resource Types

To view archived resource types:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage resource types.
3. From the table context menu, click View archived.

Restore an Archived Resource Type

To restore an archived resource type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage resource types.
3. From the table context menu, click View archived.
4. Find the resource types you want to unarchive, go to the context menu, and click Unarchive.

Hide Archived Resource Types

To hide archived resource types:

1. When viewing archived resource types.
2. From the table context menu, click Hide archived.

Manage Personnel Types

You can create different personnel types within personnel where you can then create groups and assign attributes to the group.

View Personnel Types

To view personnel types:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view, go to the context menu, and click View.

Create Personnel Type

To create a personnel type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. From the table context menu, click Create.
4. Enter a name for the personnel type and save.

Edit a Personnel Type

To edit personnel type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to edit, go to the context menu, and click Edit.

Archiving a Personnel Type

To archive a personnel type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to archive, go to the context menu, and click Archive.

View Archived Personnel Type

To view archived personnel types:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. From the table context menu, click View archived.

Restore a Personnel Type

To restore a personnel type:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. From the table context menu, click View archived.
4. Find the personnel type you want to unarchive, go to the context menu, and click Unarchive.

Hide Archived Personnel Types

To hide archived personnel types:

1. When viewing archived personnel types.
2. From the table context menu, click Hide archived.

Manage Personnel Type Groups

You can create groups within personnel types and assign attributes to the groups.

View Personnel Type Groups

To view personnel type groups:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view groups, go to the context menu, and click Manage personnel type groups.
4. Find the personnel type group you want to view, go to the context menu, and click View.

Create Personnel Type Groups

To create a personnel type group:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view groups, go to the context menu, and click Manage personnel type groups.
4. From the table context menu, click Create.
5. Enter a name for the group and save.

Edit Personnel Type Groups

To edit personnel type groups:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to edit groups, go to the context menu, and click Manage personnel type groups.
4. Find the personnel type group you want to edit, go to the context menu, and click Edit.

Export Personnel Type Groups

To export all the personnel type group attributes into a csv file:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to export groups, go to the context menu, and click Manage personnel type groups.
4. From the table context menu, click Export.
5. Select a filename and location.
6. You will now have a csv file with all the personnel type groups output to the location you selected.

Archiving a Personnel Type Group

To archive a personnel type group:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to archive a group, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to archive, go to the context menu, and click Archive.

View Archived Personnel Type Groups

To view archived personnel type Groups:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view archived groups, go to the context menu, and click Manage personnel type groups.
4. From the table context menu, click View archived.

Restore a Personnel Type Group

To restore a personnel type group:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view archived groups, go to the context menu, and click Manage personnel type groups.
4. From the table context menu, click View archived.
5. Find the group you want to unarchive, go to the context menu, and click Unarchive.

Hide Archived Personnel Type Groups

To hide archived personnel types:

1. When viewing archived personnel type groups.
2. From the table context menu, click Hide archived.

Manage Personnel Type Group Attributes

You can assign different attributes against separate groups; this will be the attributes that will be displayed in the Personnel form.

View Personnel Type Group Attributes

To view the personnel type group attributes:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view group attributes, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to view personnel type group attributes, go to the context menu, and click Manage personnel type group attributes.
5. Find the attribute you want to view ,go to the context menu, and click View.

Create a Personnel Type Group Attribute

To create a new personnel type group attribute:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to create a new attribute, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to create a new attribute, go to the context menu, and click Manage personnel type group attributes.
5. From the table context menu, click Create.
6. You can select from a list of already setup attributes and click save.
7. To create a new attribute that is not in the list click the New attribute button.
8. Give the attribute a name and select a data type from the dropdown list.
9. You can add the new field to any of the personnel view’s setup, then click Save, then click save again to add the attribute to the group.

Edit Personnel Type Group Attributes

To edit the personnel type group attributes:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to edit personnel type group attributes, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to edit personnel type group attributes, go to the context menu, and click Manage personnel type group attributes.
5. Find the attribute you want to view ,go to the context menu, and click Edit.

Export Personnel Type Group Attributes

To export all the personnel type group attributes into a csv file:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to export personnel type group attributes, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to export personnel type group attributes, go to the context menu, and click Manage personnel type group attributes.
5. From the table context menu, click Export.
6. Select a filename and location.
7. You will now have a csv file with all the personnel type group attributes output to the location you selected.

Archiving a Personnel Type Group Attribute

To archive a personnel type group attribute:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to archive a personnel type group attribute, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to archive a personnel type group attribute, go to the context menu, and click Manage personnel type group attributes.
5. Find the attribute you want to archive ,go to the context menu, and click Archive.

View Archived Personnel Type Group Attributes

To view archived personnel type group attributes:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to view archived personnel type group attributes, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to view archived personnel type group attributes, go to the context menu, and click Manage personnel type group attributes.
5. From the table context menu, click View archived.

Restore a Personnel Type Group Attribute

To restore a personnel type group attribute:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Manage personnel types.
3. Find the personnel type you want to unarchive a personnel type group attribute, go to the context menu, and click Manage personnel type groups.
4. Find the group you want to unarchive a personnel type group attribute, go to the context menu, and click Manage personnel type group attributes.
5. From the table context menu, click View archived.
6. Find the attribute you want to unarchive, go to the context menu, and click Unarchive.

Hide Archived Personnel Type Group Attributes

To hide archived personnel type group attributes:

1. When viewing archived personnel type group attribute.
2. From the table context menu, click Hide archived.

View a Personnel Record

To view a personnel record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find the personnel record you want to view, go to the context menu, and click View.

Create a Personnel Record

To create new personnel record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Create.
3. Select a Personnel type.
4. Complete the required fields marked with * (see the table below for further information).

Name	Type	Max Length	Required	Description
PersonnelTypeId	uniqueidentifer	-	Yes	Foreign key to Personnel types
Attributes	nvarchar	max	No	Contains the JSON string for the attribute data
EmployeeNumber	nvarchar	200	No
FirstName	nvarchar	100	No
LastName	nvarchar	100	No

 

Edit a Personnel Record

To edit a personnel record:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. Find the personnel record you want to edit, go to the context menu, and click Edit.

Upload Personnel Records

To upload personnel records:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Get personnel upload template.
3. Select the personnel type you want to upload from the dropdown list.
4. You can download a template using the link.
5. Populate the required fields
6. From the table context menu, click Upload.
7. Use the upload a file to navigate to your csv file and upload.

Export Personnel Records

To export personnel records to a csv file:

1. From the Home Screen, go to the cog icon and click Manage personnel.
2. From the table context menu, click Export.
3. Select a filename and location.
4. You will now have a csv file with all the personnel output to the location you selected.

Archive Personnel

To archive a personnel record:

1. Find a personnel record, click Archive from the row context menu.

View Archived Personnel records

To view personnel archived records:

1. While viewing personnel.
2. From the table context menu, click View archived.

Restore a Personnel record

To restore a personnel's previously archived record:

1. While viewing personnel.
2. From the table context menu, click View archived.
3. Find the personnel you want to restore, go to the context menu, and click Unarchive.

Hide Archived Personnel records

To hide personnel archived records:

1. From the table context menu, click Hide archived.

Project Personnel

You can add or remove personnel that have been created from the project personnel module. You can also manage competencies for personnel and view and edit personnel.

View Project Personnel

To view the current personnel on the project.

1. From the Home Screen, go to Personnel.
2. Find the personnel you want to view, go to the context menu, and click View.

Edit Project Personnel

To edit personnel on the project.

1. From the Home Screen, go to Personnel.
2. Find the personnel you want to edit, go to the context menu, and click Edit.

Export Project Personnel

To export project personnel to a csv file:

1. From the Home Screen, go to Personnel.
2. From the table context menu, click Export.
3. Select a filename and location.
4. You will now have a csv file with all the project personnel output to the location you selected.

Add Personnel to a Project

To add personnel to a project.

1. From the Home Screen, go to Personnel.
2. From the table context menu, click Add to project.
3. Start typing a name or employee number and click on the personnel you want to add to the project and click save.
4. Or you can create new personnel by clicking the new personnel option and then populate the required fields for the personnel type and save.

Remove Personnel From a Project

To remove personnel from a project.

1. From the Home Screen, go to Personnel.
2. From the table view select the personnel you want to remove by selecting the tick option.
3. From the table context menu, click Remove From project.

Manage Competencies For Personnel

You can mange the competencies for personnel using project personnel. The process is the same as the Competency section, just changing the two steps below:

1. From the Home Screen, go to Personnel.
2. From the table view select the personnel you want to manage competencies for,go to the context menu, and click Manage competencies for personnel.