Elector8 Training and Instruction Document

Transcription

1 Elector8 Training and Instruction Document Staff Details Version Control Version No. Author Change Details Date S Verdon Initial Version of Elector8 Manual October M Warner Review of Elector8 Manual November A Ashton Review of Elector8 Manual December Z Scragg Document Review September C Haughton Document Review July 2016 Page 1

2 Staff Details The staff details screen is used to maintain the details for staff. Details can be entered and can be deleted and saved on the screen below. The user can select a staff member to work on from the drop down menu. This drop down menu also has a quick search feature whereby you can simple type in the staff members name, this works for both first and surnames, as you start to type in names you ll start to see any selectable options begin to appear. Details From the Details tab, it is possible for the user to record any information they know about a staff member. As well as this, it is also possible to record any additional contact numbers, as well as an address for the selected staff member Page 2

3 Preferences As with elector records, you can also set the individual staff members preferred choice when sending communications. As well as this, the user can press the button in order to upload the selected staff member to the Elector8 Portal. More information about this is covered in the Elector8 Portal Setup Wizard manual. Before a staff member can be uploaded to the Elector8 portal, they must have an address. Staff Experience If a staff member has any previous election experience, it can be seen here. The staff experience is automatically saved when staff members are appointed at an election. The list can be maintained manually by entering the details as required. The user can input the role, location, the year, and how many hours they worked, as well as the election they worked in. Additionally, the staff can also be assigned an experience rating Page 3

4 The following options are available within the Election Experience tab by right clicking, from which the user can export the list of experience as a CSV file. Staff Training Record The training record will show whether the staff members are set to attend, or have previously attended, any training courses. It is automatically updated when staff members have been recorded as having accepted or attended a training course. Once again, this list can be exported as a CSV file by right clicking. Staff Private Details All private information relating to the staff member is entered into this screen, such as Tax Details and Bank Details, as well as Date of Birth. Page 4

5 Additionally, a staff member s sort code can be looked up using the option, at the bottom of the bank details screen. This will as long as you have internet access take you to a web page on which you can ensure that the Staff Member s sort code is valid. Associated Documents From the associated documents tab the user can attach any documents to that particular staff member, as needed. This can be done by right-clicking and selecting Manually Add Document. Please note how the user s cursor has to be within the document picture frame, as per the above picture (also see Associated Documents Part 2 below, as additional right click options are available on this screen). Anytime a user performs a send communication to a staff member the documents sent will be automatically recorded on this screen. Page 5

6 To delete a document, the user simply has to right click on the relevant document and press Delete. To change the view the of the documents, the user can select, this will allow the user to change the icon size of the documents, to fit more or less into the grid. Additionally, this can be done using the View / Icons, View / Details and View / List options. Selecting properties from the right click menu will display this pop up window. The Show only last/this year s documents allows the user to see documents relating to this year, last year, or all documents, depending on how these are marked. If only one option is ticked, then that is what will be shown. If no options are ticked, then all documents will be shown. Additionally, the user is able to use the Tag option to add keywords to the selected document. These keywords can be used in the search bar at the top of the screen to quickly look up any tagged documents. There is the option to make documents Confidential this will then only give users with administrator rights the access to view the document. The Change Document Paths allows the user to reassign the location of where documents are stored on the network. Page 6

7 Associated Documents Part 2 There are also a second set of right click option available from the Associated Documents tab, please note to access these options the user s cursor has to be positioned above the document image line. The user can select to Send Communication to a staff member, any documents are automatically listed within the Associated Documents tab. The Add Note feature can be used as an alternate to the Tag option previously mentioned. Any keywords can again be used in the search bar at the top of the screen to quickly look up any notes attached to a staff member s record. Page 7

8 Add as Evidence for Performance Standard This feature can be used to allow a user to add supporting documentation as proof of a staff member reaching a desired standard for a job role. Add ToDo This allows the user to add follow up actions to a staff member s record. Finally, there are also quick options to Save, Help (this takes the user to an F1 help screen) and Print, the user needs to ensure they have the required access to a printer from their machine / network first. Page 8

9 Staff Photo The Staff Photo tab is used to upload a photo of the relevant staff member. This can then be used on count venue badges. Right clicking allows the user to update the image. Staff Monitoring Information This allows you to store additional information for each staff member, if needed. Page 9

10 FAQ New feature No entries at this time. Page 10