Every site/location has a list of Supervisors, Preferred and Banned people.
Supervisors are the managers of the site. Preferred people are especially welcome to work in this location. Banned staff is a list of people who for some reason are not allowed on the site.
You can view and add people to these lists on the site profile page. To access the site detail page:
1. Click on Sites from the main menu.
2. On the site listing page. Click on a site name or Go to the site row and click on “Actions”. From the “Actions” drop-down menu, click on “Edit”.
3. You will see three tabs – supervisors, preferred, and banned staff. The selected tab will be highlighted in blue colour.
Add Supervisors
The first tab is Supervisors and is selected by default.
1. Click the “Add new” button to add supervisors to the site.
2. Now select a person from the list. You can also type the name in the field to search for the person.
3. Now click on the person's name. If you want to select multiple persons, click on all the names to select. Once selected, click on the “Add” button above the list.
4. The names you have selected will appear on the right side. To remove a person, click on the name and select remove. Once done, click on Save. You will see the newly added supervisors.
Add Preferred Staff
The second tab is “Preferred Staff”. As the name suggests, these are people who are preferred over others to work on this site/business unit/location.
Similar to how you added Supervisors, follow the steps to add Preferred Staff.
1. Click on the “Preferred Staff” tab.
2. Now click Add New.
3. Select the person/s you want to add to the list and click on “Add”. Once done, click on save.
Banned Staff
The third tab is banned staff. To add people to the banned list:
1. Click on Banned Staff tab.
2. Now click on “Add New”.
3. Select the staff you want to add to the banned staff list and click the “Add” button above the list.
4. Once you are satisfied with the list, click on save.