Project Settings – Staff

In order to achieve the outcomes required from an organisation’s project management plan, it is important to assign project responsibilities to individual officers. This will ensure ownership of planned outcomes and enable proper assignment of responsibility for updating.

To create a new staff member, follow the steps below.

• STEP 1: Go to Project Settings > Staff.

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Figure 1.1

Click on the Add New button below the Staff heading. 

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Figure 1.2

• STEP 2: Enter basic details such as name, position and contact details (phone and email address). A valid email address will ensure that staff receive automatic email notifications generated via the system.

• STEP 3: Define the Directorate or Business Unit which the new staff member is attached to from the Organisational Link dropdown list. Defining these organisation links allows the system to recognise what Directorate or Business Unit they belong and displays information accordingly.

• STEP 4: Click on the Image Placeholder if you want to associate an image with this entity. You can select an existing image or upload a photograph of the staff member through the file browser in the pop-up window (which opens up when you click on the Image Placeholder).

• STEP 5: If the 'Active' check box is selected, then you can activate the user within the system. If the check box is ticked off, that particular staff member's name will not appear in the Responsible Officer dropdown lists throughout the system (user will be deactivated).

• STEP 6: Click the Save button.

• Use the Edit or Delete buttons to modify or delete a record respectively. You can also search for existing staff members by entering keywords in 'Search' textbox and if you want to edit a staff member details, click on the pencil icon next to its name to edit details.