Staff Report

Don’t Type When Access Does it For You

    [Ctrl]+[;] inserts the current date.
    This is invaluable if you keep historical records, or include the date in any notes or other fields in your database. It not only saves time, but ensures data accuracy and keeps you from having to remember the date.

    [Ctrl]+[:] inserts the current time.
    Like the Insert Date shortcut, this feature can save more time than you realize, and it also helps to keep your data accurate.

    [Ctrl]+['] inserts the value from the same field in the previous record.
    When you need to enter several records consecutively, you probably find that many of the fields are the same from record to record. Using the clipboard to copy data can help, but you may need to enter several fields of duplicate information (your name in one field, the date in another field, and some generic comments in a third). Use this shortcut to insert the same field’s value from the previous record.

    [Ctrl]+[Alt]+[Spacebar] inserts the default value for the current field.
    This comes in handy when you start typing, and then realize that you should have kept the default.

Staff Search

Create Staff / Employee

Staff data is managed from this form. New Staff can be added here.

Purpose of this Form?

• Add New Staff
• Deactivate Staff who have left organization
• Assign authority - Admin Role and Billing Role
• Change Password

Who can access this form?

Staff with Admin Role can access this form from Home > Settings Tab

What are the different types of Roles / Authority / Access Permission

• Normal User - No Special Role assigned (Default)
• Admin Role
• Billing Role  

Admin Role is for Managers / Senior Staff in Office. If a user is assigned Admin Role, he can have these additional authority which are not available to Normal Users.

• Verification of Task
• Add New Staff / Edit Staff details
• Data Management (Export Data and Delete old obsolete data)
• Task List - Add and Modify
• Task Category - Add and Modify
• Work Category - Add and Modify

Billing Role is for Partners and Staff  who handles billing in organization. If a user is assigned Billing Role, he will have these additional Authority which are not available to Admin as well as Normal users. (Billing role can be assigned, without assigning Admin Role, It is however recommended that  all users who are assigned Billing Roles are also assigned Admin Role)

• View Billing aspect of Tasks
• Add / Modify Billing Details 
• Assign Billing Role to other Staff
• Add / View / Modify Cost recovery information of Staff

Tips

• If a Staff leaves job, UN-Mark user from Active. This disables the user from login into Software.

Caution

At least keep one user who has be assigned Admin role and Billing role. If care is not taken, then no user will be able to assign these role to others and will lock down the features available to the Admin Role and Billing Role. If this happens, you will have to contact Support Team at Madrecha Solutions.