Adding existing personnel to your project
If someone has already been added to your account's personnel library, it is super easy to add them to a new project.
When you click on an existing project from your account's dashboard, or when you click 'Save and exit' after creating/editing a project, you will automatically be taken to the personnel section for that project.
From here, simply click on 'Add personnel' and search for the name of the person you wish to add by typing their name into the search box.
If there is a matching name in your personnel library, you can select them from the drop-drown list. Added personnel will appear on your project's personnel list, as well as any signature sheets you've enabled on your project.
Adding new personnel to a project
You can also add brand new personnel to your project without going into your Personnel Library.
From here, you can add personnel to your project.
To add someone who is not already in your Personnel Library, simply search for their name in the 'Add personnel' search box.
Check that they are not already an option to select (you want to avoid making duplicates), then click the dropdown text inviting you to create the new person.
This will take you through to the personnel creation side-panel.
Fill in the additional information. (You may want to create a sub-contractor company if they are external to your company)
If you need to create a new role, type in the role and click 'Create role'.
When you are happy, review all the personnel's details - check for spelling errors, that the email is correct etc - this is important as if you don't have access to the Personnel Library, you will not be able to edit those details.
Finally, click 'Add personnel' and they will be appear on your project and be ready to add to any future RAMS.
You can add as many personnel as you need.
Still not working?
If you're unable to add personnel, or something is going wrong, check out our Personnel FAQs to solve most common issues.