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Deployments

Use the Deployments pages to deploy or assign the folders, locations, stations, agreements, and credentials to an employee. Establish the information on other pages, and add or delete the deployment here. The following lists where each deployment is established.

  • Folders - Create folders using the enterprise level Organization > Folders page. Role permissions are required.

  • Locations - Create locations using the Locations page. Role permissions are required.

  • Stations - Create stations using the Stations page.

  • Agreements - Create information applied under Agreements for Policy, Agreement, and Position using the enterprise level Organization pages. Role permissions are required.

□ Policies - go to Organization > Policies for policies. If you do not specify a policy, the default policy is assigned to the employee

□ Agreements - go to Organization > Lists > Agreements

□ Positions - go to Organization > Lists > Positions

  • Credentials - Create credentials using the Credentials page.

Adding a Deployment

  1. Select Employees from the main menu.
    Note: Use the same employee or use the Menu button to select another one.

  2. Select the Deployments tab and select the deployment: Folders, Locations, Stations, Agreements, or Credentials.

  3. Select Add.
    Add >> deployment window for the employee displays a list of available deployments.

  4. Select the item you want to deploy.

  5. Select Add.
    Example:
    Add a Location to an Employee

Editing Locations Info

Note: You can edit the information associated with the deployment of a location.

  1. Select the location you would like to edit.
    Example:
    Edit Location Info

  2. Make desired changes.

  3. Select Save.

Adding Agreements

Note: You can add policy, agreement, and position information, but not edit it. Remember, you add the info in Organization and select it here to assign it to an employee.

  1. Select Employees from the main menu.
    Note: Use the same employee or use the Menu button to select another one.

  2. Select the Deployments tab and select Agreements.

  3. Select Add.
    Add >> Employee Agreement window displays for the employee.
    Example:
    Add Agreement

  4. Select the Effective Date.

  5. Select the Policy.

  6. Select the Agreement.

  7. Select the Position.

  8. Select Add.

Editing Credential Info

Note: You can update credential information.

  1. Select the credential you would like to edit.
    Example:
    Edit Employee Credential Info

Deleting a Deployment

  1. Select Employees from the main menu.
    Note: Use the same employee or use the Menu button to select another one.

  2. Select the Deployments tab and select the deployment.

  3. Select the check box to the left of the item you would like to Delete.

  4. Select Delete.
    Window prompts: Delete selected?

  5. Select OK.
    Example: