Client Form, Personnel
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Personnel

Personnel History holds details of the Organisations Personnel and Officers history and durations.

Client Personnel

Columns

ColumnDescription
DrilldownClick Drill Down Button to drilldown to the details of the Organisations Personnel.
Role TypeThe client's role within the organisation.
This list is defined by the RoleTypes Information List.
Person ActingDefines if the client is a person acting on behalf of the Organisation.
ClientIcon
Click to open to the Client form.
Personnel or OfficerThe details of the Personnel or Officer.
OccupationThe Personnel or Officer's occupation.
This list is defined by the Occupations Information List.
Job TitleThe Personnel or Officer's Job Title.
This list is defined by the JobTitle Information List.
BasisThe Personnel or Officer's employment basis, e.g. specifies if the client is full-time or part-time.
This list is defined by the EmploymentBasis Information List.
TypeThe Personnel or Officer's type of employment.
This list is defined by the EmploymentType Information List.
DurationDuration that the Personnel or Officer was employed for, e.g. length of time the client worked for that employer.
NotesAdditional notes/information relating to the Personnel or Officer.

Button Strip

IconDescription
Add Item Button
Add a new Employment Item
Row Delete Button
Remove the selected rows
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row up (Ctrl+Down)
Changed Button
Update details from the current item, e.g. if the Personnel or Officer has changed jobs.
Current Only
Display only the Personnel details
PreviewPane
To show/hide the preview pane window
Save Default Button
Save defaults for this grid

Preview Pane

The Clients Personnel Summary Page Script is configured as follows:
Script TypeSummary Page
Target ObjectClient.Employments
Script Template NameEmploymentSummary
Configuration NotesGlobal Settings, Clients, Scripts, Employments