Resource - Staff roles




From the Main Menu | Admin | Resource | select Staff Roles



From the Main Menu | Admin | Resource | Staff roles

NOTE:  DEPOT staff can access this area by navigating to the Main Menu | Resources | Staff | Staff Roles 


The Resource - Staff roles settings screen enables you set up a description for each type of staff role, e.g. Guide, Driver - P Licence, etc.

Staff roles list, from the Main Menu | Resources | Staff | Staff roles

Click once on a record to change it.


New roles can be added

by clicking the + Role button 

and completing the required fields, before clicking Close

Adding or changing a staff role

The role status can be set to Active or Inactive, and there is a field for notes to describe the role, or role requirements further if required.


Where is the Staff Role used?


The Staff drop down list is available in the Resources | Staff | Staff list area 


and is used when Assigning Staff/Guides to Departures. The role field is initially populated from the staff record, but can be changed here if the staff member is performing a different role on this trip.

Assigning a staff member to a trip