Updating Member Profiles

Easily access all your team members' information in one place, including contact details, roles, and current status. Member profiles also display their training levels, qualifications, experience, and activity attendance. Customize profiles with your own drop-down menus and text fields using custom fields.

Track and monitor hours with attendance reports for your team. To invite a new team member to sign into your team's account, simply invite them after creating their profile.

Member Profile Field Descriptions

• Status: See member statuses article
• Reference: This is a unique set of numbers or letters used to identify the member. e.g. the employee's ID number or their call sign.
• Joined Team: This could be the date the Member joined the team or started employment.

• Activities: This section shows the member's Previous, Current and Scheduled Activities. For more information visit the Activities Articles. Click View All Attendance to access the members attendance report. 
• Contact Details: This section shows the member's Primary Email, Phone Numbers and Notes. Any detail with a padlock icon is considered private information and cannot be seen by anyone with member level permission.
• Phone Numbers: All the phone numbers must be entered in the proper format in order for the Alerting SMS notifications to work successfully

• Costing: If you have set costing for your personnels, it will be shown here. 
• Groups: This will list the Groups the Member is apart of.
• Qualifications: This will list the Qualifications the Member has been awarded, as well as the date in which it was issued and the expiration date, if applicable. 

• Attendance: The Members Attendance is presented on charts for all activity types. Ensure you have selected the relevant date range at the top of the members profile to view the relevant data.

• Roles: This will list the Roles that are assigned to a member. 
• Tags: This will list the Tags used in an Activity the member attended.

• Personal Equipment Issued: items of equipment issued to a member will be listed here. 
• Emergency Contacts: This will list the Emergency Contacts entered in for the member.
• Member Attachments: This will show all of the Attachments uploaded in the Member's profile.

Updating Individual Member Profiles

1. Go to Planning > Members
2. Open the Member's Profile
3. Click Update Details
4. Update the Status in the dropdown
5. Select Finished

Bulk Updating Member Profiles

If this feature isn’t available in your account, ask your team administrator to contact the Help Desk and request activation. You can bulk update member statuses, cost per hour, cost per activity and joined team dates.

1. Go to Planning > Members.
2. To bulk select members;
   1. Check the box next to the Ref column to select all members
   2. Use Select None to clear the selection
   3. Choose an All items option for bulk selection
   4. Or, manually select specific members by checking individual boxes
3. Open the Bulk Action dropdown in the top left and select Edit
4. In the popup;
   1. Choose Joined Date from the Field to update dropdown
   2. Select a date from the New value dropdown
5. To update additional fields, click +Add another field to update and repeat the process
6. Click Update # items... to apply the changes