Adding New Personnel Records

Adding New Personnel Records

Purpose

  1. To explain how to add personnel in the Scheduling Module.

NOTE: The following permissions are required to create new personnel records to First Due. 
Under Scheduling Permissions:
            Scheduling-Access Scheduling 
Under Other Permissions
            Personnel-Create

Video 



Creating a New Personnel Record

  1. Navigate to Personnel Module > Personnel List.

  2. Select New Personnel.



  1. You will be redirected to a new page, with many fields to add information to. 



  1. While there are many fields that appear, only three are required to be filled to create the personnel record. Those include:
    1. First Name
    2. Email
    3. Password
  2. Fields that are required have '(required)' next to them. 



NOTE: Although these are the only required fields, it would be helpful to input as much information as possible when creating the profile so that you do not have to update it at another time. 

IMPORTANT: If you are using First Due to document ePCRs, you may be required to include the individuals full legal name, date of birth, gender, and race. Check with your state's Office of EMS to determine personnel record requirements. 

Field Definitions

  1. Most fields in the New Personnel section are self explanatory but there are some which may be confusing. 
  2. We will specifically be focusing on the following fields:
    1. Field Crew / Service Provider
    2. Create System User and Send Credentials to User
    3. Unit, Division, Shift, Station, and Position
    4. Qualifiers and Groups
    5. Status
    6. Is Training Instructor

Field Crew/Service Provider

  1. The Field Crew/Service Provider toggle does not directly affect the person's ability to be placed on an assignment in the Scheduling module but is required for an individual to appear in both the Fire and ePCR reports. 


Create System User and Send Credentials to User 

  1.  If the individual needs to be able to login to First Due as a user, the Create System User toggle will create their user profile. 
    1. This saves you time, as you only have to create one profile to create both a Personnel record and a User profile.
    2. The Password field, Send Credentials to User toggle, and Role field will be present when toggled on. 


  1. If toggled off, the Password field, Send Credentials to User toggle, and Role field disappear.



  1. Turning on the Send Credentials to User toggle will send their login information to the individual through the email that you inputed. 

Unit, Division, Shift, Station, and Position

  1. The Unit, Division, Shift, Station, and Position fields depend on what your department has put into First Due. 
  2. These fields allow you to put where the individual will be assigned to, but does not place them there on the Shift Board.
    1. They must still be added to their assignment on the Shift Board. 
      

Qualifiers and Groups

  1. You are able to add the individual to Qualifiers and Groups when creating their record, saving you time. 
    1. Simply click the drop-down menu and select the Qualifier or Group that they will be under.
      


Status

  1. Status allows you to choose the current status of personnel. 
  2. You are able to choose one of the following options:
    1. Active
    2. Inactive
    3. Resigned
    4. Terminated
    5. Retired
    6. Active Reserve
    7. Reserve
    8. On Call
    9. Deceased
    10. Junior Member
    11. Life Member
    12. Medical Leave
    13. Military Service
    14. Personal Leave
    15. Social
    16. Suspended
    17. Veteran
      


Is Training Instructor

  1. The Is Training Instructor toggle defaults to off. If turned on, the individual will appear as a instructor when adding training under the Training Module.
            

Create

  1. When you have inputed the information required, as well as any other information you wished to input at this time, click Create in the upper right hand corner. 
      

  1. If successful in creating the Personnel Record, a box will appear in the lower left hand corner. 

      



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