Add Personnel Position

Add Personnel Position (How To)

Once a personnel has worked or expressed interested in a position you should add the position to their data. This is done through the Positions Tab on the Personnel Window.

Personeel Window
Personeel Window

1. Open the personnel Window.

  • You will see the positions section on the upper right of the screen.

2. Click the New button.

Activity Positions For a Patron window
Activity Positions For a Patron window
  • The Activity Positions For a Patron window opens.

3. Choose the personnel activity position from the list.

  • The pulldown list is customizable in the Code Tables >> Personnel Activities.

4. Select a play using the Lookup button.

  • This opens the Play List window allowing you to search for a play.

5. Double click the play to select it.

6.Change the last contact date if needed.

7.Select "Will do again" or "Normally compensated for doing this position" if applicable.

7.Enter any notes about the position.

8.Enter any notes about the position.

9.You can add any number of tags to the personnel position.

10. When complete, click Save button.

  • The new position is now shown under the Positions Tab and can be used in new records.