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About Staff Members

The information about your organization's staff members is stored in staff documents. Staff documents are important both inside and outside your organization. Inside your organization, you select staff documents when assigning staff members to an organization company, business unit, or workspace. Outside your organization, other Proliance installations use a portion of the information from your staff documents as the basis for their own contact documents.

• Open the Staff register

  — or —

• Open the Staff tab

Each staff document contains detailed information about a person who works for your organization. Information in a staff document is organized over the following pages:

• Main: Contains all the commonly used information about a staff member. For more information, see "Staff - Main".
• Account: Contains information about the staff member's account and security roles in Proliance. For more information, see "About the Account Page".
• Training History: Contains information on the staff member's training history. For more information, see "Staff - Training History".
• Workspace History: Contains information about the workspace in which the staff member has been involved. For more information, see "Staff - Workspace History".
• Properties: Contains information about the staff document itself, such as who created the document and the workspace in which the document was created. For more information, see "Document Properties".

Additional staff information is also available on the following tabs:

• Workflow: Enables you to see where the document is in its lifecycle, who has already performed actions on the document, and who will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log: Records all the activities of a document, such as when it was saved, imported, exported, forwarded, or received. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to this staff member. For more information, see "Attachments Tab".

Scope of Staff Documents in Proliance

You can use staff members in any workspace However, a staff member will not appear in another work area—even a workspace involving your organization—unless you explicitly add the staff member to the workspace.