Team and settings shows the team, the contractors and the job categories. Coordinators, managers and auditors can read it; Facilities Administrators change it.
What a person may do comes from their access level at the front door. The team says who is a technician.
The team
People come from HR: their names and roles are HR's.
- In Add someone from HR, type a name or a role and choose the person.
- They are added as a technician. Type their trades in their row, separated by commas, such as plumbing, electrical.
Each row has two switches: Technician and Active. Only an active technician can be given work. The row also shows their Readiness (Training).
- Not listed? HR adds people first. They appear here once HR's records arrive.
- If HR has not linked the person to a sign-in account, they cannot be added. Ask HR to link one.
- An outside firm goes in the contractor list, never on the team.
Contractors
Choose Add a contractor, or Change on a row, and fill in the Name, Trades (comma-separated), Status, Service contact and Notes.
| Status | What it means |
|---|---|
| Active | Can be given work |
| Inactive | Can be given work only as an exception for review |
| Blocked | Gets no new work |
The list holds no banking or ordering details.
Job categories
Choose Add a category, or Change on a row. Give it a Name and a Trade, and tick what it needs:
- Needs a Facilities Manager's approval
- Needs a photo after the work
- Verified by someone other than the person who did it
Tick Archived to stop using a category: it is no longer offered for new jobs.
The organisation
Administrators set the organisation's Name and Time zone, then choose Save. Where they are kept in Core home, change them there.