Page 16 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

LESSON 2: CONFIGURE A PERSONNEL RECORD

Learning Objectives

• Navigate and configure a Personnel record
• Modify the Education value list

Introduction
The Personnel module manages your marketable staff information efficiently. This
module lets you quickly assemble winning project teams and generate dynamic
resumes. Personnel records store a wide range of information such as bios/intros,
education, skills/training, memberships, current and previous project experience,
awards, and references. These records can be associated with the core data modules:
Firm Orgs, Activities, Knowledge, and Goals, making it easier for you to manage your
organization's marketable staff effectively.

On the Personnel overview screen, you see an alphabetical list of all personnel. The
first column includes icons representing whether a record is for a User, Unassigned
Personnel, Admin, or Firm Admin.

Upon opening a Personnel record, you see several tabs in the top row, including
Personnel Summary, Project Experience, Education, Training/Skills, Registrations, and
Awards. These tabs are some of the more often used and help populate resumes for
proposals.

The Firm Organization area includes value lists created and maintained by the
Administrators. It allows you to categorize core data across all modules.

TIP: If your firm has enabled the Make User button, then your Administrators can click
on that button and convert this person into a user by adding that person to one of the
existing user groups. There is no Make User button if the person is already a user.

Education Value List in Personnel Record
Degree is the only field on the Education tab that pulls from a value list. Note: School is
a required field.

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