Creates new person to people list to be able to assign them
to a project and role
Go
Starts filter by search (only displays when list is more than
one page)
All
Displays all people in organisation (only displays when more
than one page)
Previous
Goes back one page of people list (only displays when list is
more than one page)
Page No.
Click dropdown to select page number (only displays when list
is more than one page)
Next
Goes forward one page of people list (only displays when list
is more than one page)
Edit
Goes to the people screen to edit the details of a person
Assign
Assigns a person to a project and a bpims system role
Remove
Removes a project and role from a person
View Team
Opens a window displaying the project's team member name/s,
role and organisation
View Group
Opens a window displaying the team members and their bpims system
roles
All
Opens a window displaying all system members
Clear
Clears address details ready to edit or leave blank
Save
Saves actions made on screen
Screen Item
Description
First Name
Person's first given name
Last Name
Person's last (surname) name
Department/Branch
Dropdown list of organisation's department/branches
Position
Person's organisation position
Username
Person's username is automatically inserted after save has been
clicked
Password
Up to 8 character password for person
Address
Person's street and postal address
Suburb/Town
Select from the dropdown list of suburbs
State
State person is located
Country
System defaults to Australia
Postcode
Suburb's postcode
Phone
International area code, state area code and phone number
Facsimile
International area code, state area code and facsimile number
Email
Person or organisation email address
Web Address
Organisation's url web address
The name displayed
for a person is their first name and surname.
Hover cursor
over the person's name to view the
date and time the record was last updated.
NAVIGATION
From the Main Menu, click Human
Resources/People Assignment. Note:
The organisation's
people list will display in the display view.
Assign Person to Project & Role and BPIMS System Role
Remove Person from Project & Role and BPIMS System Role
View Team, Group and System Members
In order for project team members to log on to BPIMS and perform tasks,
they need to be assigned to a Project and Project Role/s and BPIMS System
Role/s. A
person's details can also be edited from this screen.
When there are 10 or more items to select from a list, the 'Filter by'
box will display. 'How
to use Filter By'
Assign Person
to Project & Role
In order for project team members to log on to BPIMS and perform tasks,
they need to be assigned to a Project and Project Role.
View the Navigation Instructions
Click Assign button under the Project Roles heading in
details view. Note:
A popup
window will display a list of projects.
In Step
1 of 2, select project by clicking next to Project or filter
list by using the Filter
By search.
Click
Next orclick Cancel to close
the window.
In Step
2 of 2, select a role or multiple roles by clicking next to a Role/s.
Click Select
or click Previous
to go back to step 1 or click Cancel
to close the window. Note:
The project and role/s will be listed in the details view under project
roles heading.
Click next to Person
in display view.
Note: The
Person details will display in the details view.
Under
Project Roles
heading in details view, click next to project and role,
click Remove.Note:
The project and role will be removed from the list under project roles
heading.
If the person
does not have a login password, the message 'You can not assign roles
to this person as they don't have a login/password.ClickEditto setup a login.' will display.
Click Assign
buttonunder
the BPIMS System Roles heading in details view. Note:
A popup
window will display a list of bpims system roles.
Select BPIMS
System Role/s using the , click Select
OR click Cancel
to close the window. Note:
The roles will be listed in the details view under bpims system roles
heading.
Click next to Person
in display view.
Note: The
Person details will display in the details view.
Under
BPIMS System Roles
heading in details view, click next to role, click Remove.Note:
The role will be removed from the list under bpims system roles heading.
View
Team Members
This function displays a
list of all project team members assigned to a Project and their role
and organisation.
View the Navigation Instructions
Click
next to Person
in display view.
Note: The
Person details will display in the details view.
Under
Project Roles
heading in details view, click next to project role,click
View Team button. Note:
A popup window will display a list of project team members, their role
and organisation.
Click
next to Person
in display view.
Note: The
Person details will display in the details view.
Under
BPIMS System Roles
heading in details view, click next to role,click View
Group. Note:
A popup
window will display a list of project team members assigned to the system
role.
next to Project or filter
list by using the Filter
By search.
next to a Role/s.