The staff and non-suppliers lookup table is used to record staff members, or other entities who do not fall into the supplier category. There are three types of staff records:
Staff - A staff member is a member of your staff.
Non-Staff - Non-staff are people who are not members of your staff, but who need to be recorded.
Non-suppliers - Non-suppliers are companies or other organisations whom you wish to record, but are not suppliers.
The Staff & Non-suppliers table has several different tabs for recording information about a staff member. The tabs are: Browse, Details, Skills, Budget Groups, Qualifications, and Authorisations.
The Browse tab is a list of the staff & non-suppliers that have been added to the table. You can filter the browse list of staff in the same way as you filter a regular browse window.
The Details tab shows the detailed information that you can record about each staff member. The fields available on the Details tab are:
Title/Rank - You can record the title or rank of the person, for example Mr, Ms, Mrs, Dr or any other rank or title.
Initials - This is to record the initials of the staff or non-supplier.
First Name - You can also record the staff or non-supplier's first name.
Last Name - You can record the staff or non-supplier's last name. You must enter a last name for each staff/non-supplier.
Type - You must choose a record type for each entry. You can choose to make the entry Staff, Non-staff or Non-supplier.
Current - This field indicates whether the staff/non-supplier is currently active or not. Pinnacle will set the staff member to current when you add a new entry.
Reference Number - You can use the Reference number to record a uniquely identifying number for each staff member.
User ID - This is used to record the staff member's Pinnacle user ID. You must enter a user ID for the staff/non-supplier.
Company - For those people that you are recording that are not members of your staff, you may want to indicate what company the person works for. You can choose a company from the list of suppliers you have entered in the Suppliers lookup table.
Work Address Details - You can enter details about the business address of the staff/non-supplier. These details include the address, postcode, phone number and fax number.
Home Address Details - You can enter details about the personal address of the staff/non-supplier. These details include the address, postcode and phone number.
E-Mail - You can record an e-mail address for the staff member.
TCP/IP Address - If you have a computer network that uses TCP/IP protocol, you can record the TCP/IP address of the staff member's work station.
Branch - This is the branch, usually within the section, that the staff member belongs to.
Section - This is the section that the staff member belongs to. You can select the section from the list of sections you have entered in the Sections lookup table.
Division - You can use this to record the staff member's division.
Certification - The certification level is the currency amount up to which the staff/non-supplier can certify work orders. You can choose a certification for the staff/non-supplier from the list of certifications that you have set up in the Delegation Levels lookup table.
Position - This is the staff member's employment position within your organisation. For example this could be "Managing Director", or "Information Technology Officer".
Location - This is the staff member's physical location. You can select the location from the list of locations you have entered in the Property Module.
Directorate - This is the directorate that the staff member belongs to.
Authorisation - The authorisation level is the currency amount up to which the staff/non-supplier can authorise work orders. You can choose an authorisation for the staff/non-supplier from the list of authorisations you have set up in the Delegation Levels lookup table.
Comments - You can use this to record any comments about the staff member.
If you have the maintenance management features of Pinnacle installed, you can assign skills to a staff member. The Skills tab shows the skills that have been assigned to the staff member. The skills are those that have been set up in the Skills lookup table.
The Skills tab displays two boxes. The box on the left hand side of the window displays all the skills that have been assigned to the staff member. The box on the right hand side displays all the skills that are available to be assigned to the staff member.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add skills. Change to the Skills tab.
Highlight the skill you want to assign in the list of available skills, or use the Control key as you click on the list of available skills to highlight more than one skill.
Click on the single left arrow or double-click on the highlighted skill.
The skills you highlighted will move from the list of available skills to the list of assigned skills.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add skills. Change to the Skills tab.
Click on the double left arrow.
All skills will move to the list of assigned skills.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove skills. Change to the Skills tab.
Highlight the skill you want to remove from the list of assigned skills, or use the Control key as you click on the list of assigned skills to highlight more than one skill.
Click on the single right arrow or double-click on the highlighted skill.
The skills you highlighted will move to the list of available skills.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove skills. Change to the Skills tab.
Click on the double right arrow.
All skills will move to the list of available skills.
The Budget Groups tab allows you to assign budget groups to a staff/non-supplier. Budget Groups are used to group Budget Codes together, and allow access to the budget codes. Staff members will only be able to see budget codes that belong to budget groups that have been assigned to them.
This applies to your own Pinnacle login. In order to see budget codes, you must ensure that you have a staff record in Pinnacle, with your Pinnacle user ID in the User ID field. Then the appropriate budget groups must be assigned to you. Budget Codes that do not have a budget group can be seen by any Pinnacle user.
The Budget Groups are those that are in the Budget Groups lookup table in the Budget Module.
The Budget Groups tab displays two boxes. The box on the left hand side of the window displays all the budget groups that have been assigned to this staff member. The box on the right hand side displays all the budget groups that are available to be assigned to this staff member.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add budget groups. Change to the Budget Groups tab.
Highlight the budget group you want to assign in the list of available budget groups, or use the Control key as you click on the list of available budget groups to highlight more than one budget group.
Click on the single left arrow or double-click on the highlighted budget group.
The budget groups you highlighted will move from the list of available budget groups to the list of assigned budget groups.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add budget groups. Change to the Budget Groups tab.
Click on the double left arrow.
All budget groups will move to the list of assigned budget groups.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove budget groups. Change to the Budget Groups tab.
Highlight the budget group you want to remove from the list of assigned budget groups, or use the Control key as you click on the list of assigned budget groups to highlight more than one budget group.
Click on the single right arrow or double-click on the highlighted budget group.
The budget groups you highlighted will move to the list of available budget groups.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove budget groups. Change to the Budget Groups tab.
Click on the double right arrow.
All budget groups will move to the list of available budget groups.
The Qualifications tab shows you the recognised qualifications for a staff member. The qualifications are those that are in the Qualifications lookup table.
The Qualifications tab displays two boxes. The box on the left hand side of the window displays all the qualifications that have been assigned to this staff member. The box on the right hand side displays all the qualifications that are available to be assigned to this staff member.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add qualifications. Change to the Qualifications tab.
Highlight the qualification you want to assign in the list of available qualifications, or use the Control key as you click on the list of available qualifications to highlight more than one qualification.
Click on the single left arrow or double-click on the highlighted qualification.
The qualifications you highlighted will move from the list of available qualifications to the list of assigned qualifications.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add qualifications. Change to the Qualifications tab.
Click on the double left arrow.
All qualifications will move to the list of assigned qualifications.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove qualifications. Change to the Qualifications tab.
Highlight the qualification you want to remove from the list of assigned qualifications, or use the Control key as you click on the list of assigned qualifications to highlight more than one qualification.
Click on the single right arrow or double-click on the highlighted qualification.
The qualifications you highlighted will move to the list of available qualifications.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove qualifications. Change to the Qualifications tab.
Click on the double right arrow.
All qualifications will move to the list of available qualifications.
The Authorisations tab shows the authorisations that have been assigned to the staff member. The authorisations are those that have been set up in the Delegations lookup table on the Authorisations Tab.
The Authorisations tab displays two boxes. The box on the left hand side of the window displays all the authorisations that have been assigned to the staff member. The box on the right hand side displays all the authorisations that are available to be assigned to the staff member.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add authorisations. Change to the Authorisations tab.
Highlight the authorisation you want to assign in the list of available authorisations, or use the Control key as you click on the list of available authorisations to highlight more than one authorisation.
Click on the single left arrow or double-click on the highlighted authorisation.
The authorisations you highlighted will move from the list of available authorizations to the list of assigned authorisations.
Open the Staff & Non-suppliers Table.
Find the staff member to which you wish to add authorisations. Change to the Authorisations tab.
Click on the double left arrow.
All authorisations will move to the list of assigned authorisations.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove authorisations. Change to the Authorisations tab.
Highlight the authorisation you want to remove from the list of assigned authorisations, or use the Control key as you click on the list of assigned authorisations to highlight more than one authorisation.
Click on the single right arrow or double-click on the highlighted authorisation.
The authorisations you highlighted will move to the list of available authorisation.
Open the Staff & Non-suppliers Table.
Find the staff member from which you wish to remove authorisations. Change to the Authorisations tab.
Click on the double right arrow.
All authorisations will move to the list of available authorisations.
The Staff & Non-suppliers table can have field masking applied to it.
Issuing Fixed or Equipment Assets