Adding or Removing Personnel in the Assessment Form
SH

SCOTT HSIEH

Created Sep 21, 2023

Adding or Removing Personnel in the Assessment Form

Several questions in the assessment will ask you to select/list a person. This is done using our personnel database. In order to find people in our database, please follow the steps below.

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1

Navigate to the Assessment Questions towards the top of the page.

Navigate to the Assessment Questions towards the top of the page.
2

Click on the blue magnifying glass button to open the "Select Worker" window.

Click on the blue magnifying glass button to open the "Select Worker" window.
3

Type the name or UID of the person you are searching for into the "Find Worker" field the click the "Search" button. A list of matches will appear in the table below.

Type the name or UID of the person you are searching for into the "Find Worker" field the click the "Search" button. A list of matches will appear in the table below.
4

Find the person you wish to add and click on the "Select" button next to their name.

Find the person you wish to add and click on the "Select" button next to their name.
5

To remove a person from the form, simply click on the red "x" button.

To remove a person from the form, simply click on the red "x" button.
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