Add Staff History

Add historical information about the staff member like immunizations, physicals, rank changes, and the issuance of generic equipment. You can automatically prompt to add staff history records via the Administrative Options form Staff section.

  1. From the File menu, select the Staff Members option.
  2. (If the Staff form is displayed) Press Browse (or Ctrl + O), highlight a record, then press OK.
  3. (If the Query form is displayed) Highlight a record, then press OK.
  4. Click the Additional Records tab.
  5. Press Other History.

    If no history details have been entered, the History Detail form is displayed. If history details have been added, a list is displayed.

  6. Press Add.
  7. Enter Date, Time, and Quantity.
  8. Check Require staff administrative rights to view to restrict viewing of this record to administrative access users.
  9. Type or lookup the staff member history code in the Code field.
  10. Enter any pertinent notes.
  11. Save and close record.

 

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