Personnel Management
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Add a Personnel Account
Personnel Accounts can be created for a contact who does not need to be a User, but does need to be assigned in a personnel field on an event. Exam...
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How to Assign Work Order to Staff
Click on Calendar from Main menu - User is able to view the Calendar and the booked events Select the Event to be Edited - User is able to selec...
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Assign Work Orders to Specific Staff
Work orders may be assigned to specific personnel accounts in order to more efficiently manage tasks and service delivery. Doing so will add more a...
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Personnel Management Module for Time Sheet Reporting
Configuration Create Class 5 Resource Types (each/hour) A separate type representing every skill set to be scheduled Mark Scheduling check box...
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Create Service Orders by Posting Timesheet Entries
How do I create service orders by posting time sheet entries? The use of this functionality requires that the Personnel module be licensed. For det...
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Create Actuals for Service Orders by Posting Timesheet Entries
How do I create actuals for service orders using timesheet entries? The use of this functionality requires that the Personnel module be licensed. F...
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Manage User Personnel Accounts
In Momentus Enterprise, User records should usually be configured with a Personnel Account . A user is added to Roles and assigned to views and pri...