Adding a staff member
To add a new staff member, follow the steps below.
Click on ‘Records’ and then select ‘Staff’. This will bring up the below screen.
At the top of the screen, click the '+CREATE' button
This will open the Staff > Create screen
Complete fields as needed.
Note: The 'First name' and 'Last name' fields are mandatory.
Once happy, click the green SUBMIT button to save.
Your staff member is now added
Editing, Disabling or Deleting and existing staff member
To edit, disable or delete a staff member, follow the steps below.
Editing a staff member
Click on ‘Records’ and then select ‘Staff’. This will bring up the below screen.
In the staff list, locate the staff member you wish to edit
To the right hand side of the screen, click the 'MORE' button
Click 'Update'
Edit the field as required.
Note: The 'First name' and 'Last name' fields are mandatory.
Once happy, click the green SUBMIT button to save your changes.
Deactivating/Activating a staff member
You can check if a staff member is active or inactive by checking the 'Active' column in the Staff area.
A green tick = Active
A red cross = Inactive
To change the activity status of a staff member, follow the steps below.
Click on ‘Records’ and then select ‘Staff’. This will bring up the below screen.
In the staff list, locate the staff member you wish to deactivate or activate
To the right hand side of the screen, click the 'MORE' button
Click 'Enable/Disable'
The staff member will now be activated (if previously inactive) or deactivated (if previously active)
Deleting a staff member
To delete a staff member, follow the steps below.
Click on ‘Records’ and then select ‘Staff’. This will bring up the below screen.
In the staff list, locate the staff member you wish to edit
To the right hand side of the screen, click the 'MORE' button
Click 'Delete'
Click 'OK'
The staff member is now deleted
PIN numbers
PIN numbers are a way of protecting the integrity of temperature records within the DFS platform.
When a staff member has a PIN number set within their profile and a user attempts to resolve or capture a temperature against this staff member's name (either on the platform or using a Navitas Smart Probe), the system will require the PIN to be input first. Without the correct PIN, temperature records cannot be captured or resolved against this staff member's name.
To change or remove a PIN follow the steps below.
Click on ‘Records’ and then select ‘Staff’. This will bring up the below screen.
In the staff list, locate the staff member with the PIN you wish to edit
To the right hand side of the screen, click the 'MORE' button
Edit the 'Pin/Password' field as needed
The 'GENERATE' button can also be used to generate a random PIN
Ticking the 'Send PIN on email' box will send an email to the email address in the 'Email' field. This email contains the PIN information. If you do not wish to send this on an email, leave this box unticked.
Click the SUBMIT bt