Purpose Statement

The General Settings tab within the Personnel module allows administrators to configure how personnel information is displayed throughout First Due and control which profile settings individual users can modify.

These settings help maintain consistent personnel information while allowing departments to determine which personal details users can manage independently.

Background Information

The Personnel General Settings tab provides configuration options for personnel name formatting, displayed personnel details, and user permissions.

Administrators can customize the following:

• Name Order: Determine how personnel names appear throughout the system.

• Personnel Display Fields: Configure up to three additional pieces of personnel information to display.

• User Permissions: Control whether individual users can update their headshot, phone number, email address, and messaging options.

A preview is available at the top of the General Settings tab to show how the selected personnel information will appear.

Changes made to these settings affect how personnel information is displayed in the Personnel module and other applicable areas of First Due.

Required Permissions

Users must have appropriate administrative access to the Personnel module's Setup area to configure General Settings.

Video

Step-by-Step Guide

Step 1: Navigate to Personnel General Settings

1. Select the Module Stack from the main navigation menu.

2. Select Personnel.

3. Click Setup.



 

4. The system automatically opens the General Settings tab.




Step 2: Configure Personnel Name Order

1. Locate the Name Order dropdown within the General Settings tab.


 

2. Click the dropdown to view the available name formatting options.


 

3. Select the preferred name order for your department.


 

4. Review the preview at the top of the page to see how the selected format will appear.

Step 3: Configure Additional Personnel Display Fields

1. Locate the three configurable display fields labeled Item 1, Item 2, and Item 3.

2. Click the dropdown for Item 1.

3. Select the personnel information you want to display. Available options include:

• Rank

• Agency Personnel ID

• Start Date

4. Repeat the process for Item 2 and Item 3.

5. Review the preview to confirm that the selected fields appear in the desired order.

Step 4: Configure User Permissions

1. Scroll down to the User Permissions section.

2. Review the available permissions that determine which profile details individual users can modify.

3. Configure the following options based on your department's preferences:

• Update Headshot: Allow users to change their profile photograph.

• Update Phone Number: Allow users to modify their phone number.

• Update Email: Allow users to modify their email address.

• Adjust Messaging Options: Allow users to manage their messaging preferences.

4. Enable or disable each permission according to your department's policies.

Note: These permissions determine which changes users can make from the Settings tab within their individual user profiles.

Step 5: Save General Settings

1. Review the configured name order, display fields, and user permissions.

2. Click Save in the upper-right corner of the screen.

3. Confirm that the selected settings have been retained.

Best Practices

- Standardize Personnel Display Information: Select a consistent name order and personnel display fields to improve readability throughout the system.

- Prioritize Relevant Information: Consider displaying rank and agency personnel ID when these details are important for identifying personnel.

- Review User Permissions Carefully: Determine which profile details personnel should be allowed to maintain independently.

- Encourage Accurate Contact Information: When appropriate, allow users to maintain their own phone numbers and email addresses to reduce administrative updates.

- Review the Preview Before Saving: Verify that the selected name order and additional fields display as expected.

- Communicate Changes: Notify personnel when changes to user permissions affect their ability to update profile information.

Troubleshooting & FAQs

Why can't I access Personnel General Settings?

Your assigned role may not have the permissions required to access the Personnel Setup area. Contact your First Due administrator to review your access.

Why can't a user update their headshot or contact information?

Review the User Permissions section within Personnel General Settings. The department may have restricted the user's ability to modify that information.

Can I change which personnel information is displayed?

Yes. Use the Item 1, Item 2, and Item 3 dropdowns to select from Rank, Agency Personnel ID, and Start Date.

Where can users update their personal information?

Users can access their individual profile and select the Settings tab to modify the information permitted by their department's configuration.

How can I preview changes before saving?

The General Settings tab includes a preview near the top of the page that demonstrates how personnel information will appear based on the selected configuration.

Why aren't my changes appearing?

Confirm that you clicked Save in the upper-right corner after making your changes. Return to General Settings to verify that your selections were retained.