Personnel Documents

 

You can add and view documents for personnel through the Documentstab within the Personnel Information screen (see Personnel Information (Documents) for details on this tab).

 

Figure 60: Personnel Information Screen

 

In Local Dispatch, this screen is available by right-clicking on a crew name within the crew assignment grid within the Dispatch Center in Local Dispatch. See Right-Click Options (Local Dispatch).

 

Graphical user interface, application

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Figure 61: Right click on name to open View Personnel Information screen

 

In Long Distance Dispatch, it is available by clicking on the safety indicator icon within the Current Driver Activity tab. In Figure 62, the safety indicator icon is green. By hovering your cursor over this button, Driver Personnel Information will briefly appear as a hint.

 

Figure 62: Click safety indicator icon (can be red, yellow or green)

 

You can view the contents of a document by double-clicking on a record or by selecting View Documents, available as a right-click option.

 

Figure 63: Documents tab

 

You can add a document to a personnel record through the Add Document button available through the Documents tab.

 

Figure 64: Documents tab within Personnel Information

 

Refer to the Personnel Information (Documents) tab and to Personnel Documents Setup topics for more information on usage and functionality available.