To Enter/Convert a worker and create a Facility Personnel, select the [Convert Worker to Personnel] button from the FacilityPersonnel screen.
Select the worker you wish to make a Facility Personnel from the dropdown of all wokers.
Select the "Worker to Convert to Personnel" and click [OK].
This opens the Facility Personnel screen.
Add or Edit the Personnel Description from the dropdown list.
The Personnel Description dropdown is shown below.
Make any other edits to the worker information, i.e. phone number or email address and click [Save] to save as a Facility Personnel.
The next step is to assign the room/building(s) that individual is responsible for. Click the [Attached Locations] tab to view and edit attached Buildings and Labs/Rooms.
Select the Building from the dropdown.
Attach the entire building by clicking [+Attach Building] button.
Attach individual labs/rooms by clicking [Attach Lab] for each individual location you wish to add to the Facility Personnel.
A person desiginated as a building manager may be responsible for more than one building. Select all of their buildings. In the example below, two entire buildings are attached, and individual locations from another building. Click the [Detach] button to detach a location or an entire building.
Other examples might be a Facility Personnel that is responsible for all buildings at your facility. You are required to attach all buildings for that specific person.
Click the Email Distribution List tab to enter an email distribution list for the facility personnel. These individuals will receive a copy of emails that have been noted to be sent to the distribution list also.
Make any necessary edits and Click [Save] to save the Email Distribution List. Click [Cancel] to discard any changes.
