Name	The employee’s name. You can enter up to 50 characters. If this box is left blank, an error message will appear.

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Number

The number for this employee. The system automatically assigns the next available number. If necessary, you can override this number, however the new number must be unique in the system. You can enter up to 15 characters. If this box is left blank, an error message will appear.

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Title

The name or short description of this item. You can enter up to 250 characters.

Bar code

If your organization uses bar codes to identify employees, assets, indicators, or areas, enter the bar code here. The number must be unique for all objects that support bar codes. For example, an employee’s bar code might be his employee number with the prefix “E”.

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Site	The site that this employee works at. If an employee also works at a different site, you can create another employee record for the employee on that site.

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Organization

The department or organization where the employee works. Organizations are assets with an asset classification of organization. If your organization includes multiple sites, the organization and the employee's personnel record must be owned by the same site.

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Reports To

The name of the person who supervises this employee. Click Browse to select the appropriate person. The new employee record is listed under the selected supervisor in the organizational chart. If your organization includes multiple sites, the supervisor’s personnel record can be owned by either the same site or a parent site.

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Maintenance group

The maintenance group to which this employee belongs.

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APM User

Select this check box when the employee uses APM. A check in the box means this employee does use APM. A user is someone who requires the ability to work with the APM Enterprise Asset Management system. Not all employees are users of the system.

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User	The employee's APM user ID. Click the Browse button to select the appropriate user name. A user is someone who requires the ability to work with the APM Enterprise Asset Management system. Not all employees are users of the system.

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Street or Office/area

Street name and number or the office area.

Number

The telephone number for this person. You can enter up to 15 characters. If a telephone number mask has been created for the appropriate country, you do not have to enter any formatting characters such as brackets or dashes. APM will automatically format the number correctly.

Extension

The extension for this phone number. You can enter up to 6 characters.

Phone Type

The phone type for this telephone number: Assistant, Business, Business 2, Cell phone, Fax, Fax 2, Home, Home 2, Other, Pager.

Email Address

The email address. You can enter up to 50 characters.

City	The city where the address is located. You can enter up to 50 characters.

State or province

The state or province where the address is located. Once you have selected the country, only states or provinces located in that country appear in the list.

Country

The country where the address is located.

Postal code

The postal code or zip code for this address. If a mask has been created for the postal code or zip code, you do not need to format the code. APM automatically enters any spaces or hyphens necessary. As well, APM warns you if you enter a code that does not match the format for the country where the address is located.

MTA2	If this option is selected, the employee can create and update maintenance task analyses.

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MTA2 Template

If this option is selected, the employee can create and update maintenance task analysis templates.

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RCM2	If this option is selected, the employee can create and update RCM2 analyses.

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RCM2 Template

If this option is selected, the employee can create and update RCM2 analysis templates.

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RBI	If this option is selected, the employee can create and update risk-based inspection analyses.

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CPR	If this option is selected, the employee can create and update current practice reviews.

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SIF	If this option is selected, the employee can create and update safety instrumented function analyses.

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SIF Template

If this option is selected, the employee can create and update safety instrumented function analysis templates.

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HAZOP

If this option is selected, the employee can create and update HAZOP analyses.

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HAZOP Template

If this option is selected, the employee can create and update HAZOP analysis templates.

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Inspector, data collection

The employee collects the data needed for inspection analysis.

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Inspection planning and analysis

The employee plans inspections and analyzes the collected data.

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Planner

Select this option when the employee acts as a work planner. Planners are responsible for the management of work orders, work order tasks, standard jobs, standard tasks, job templates, and task templates.

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Top maintenance group

The top maintenance group where the employee’s supervisory role starts. If the employee is a supervisor, select the maintenance group in the hierarchy that defines the employee’s responsibilities.

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Supervisor

Select this option when the employee is a maintenance supervisor. A maintenance supervisor has responsibility for a hierarchy of maintenance workers. Select the maintenance group from the list.

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Scheduler

Select this option when the employee schedules work. Schedulers are responsible for scheduling work order tasks. Each scheduler will be responsible for one or more sets of schedules. When the employee is a scheduler, you should also select a top schedule and a top schedule template.

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Top Schedule Template

Select the schedule template that will be the top template for the employee’s schedule template hierarchy. This schedule template hierarchy will appear on the employee’s My Desk view. If a schedule template is not selected, the schedule template hierarchy will not appear on this view.

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Top Schedule

Select the schedule that will be the top parent schedule for the employee’s schedule hierarchy. This schedule hierarchy will appear on the employee’s My Desk view. If a top parent schedule is not selected, the schedule hierarchy will not appear on this view.

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Project manager

Identifies the employee as a project manager. An employee must be identified as a project manager to be available as a project manager when setting up projects. Project managers are responsible for creating and planning capital projects. Each project can have one project manager assigned.

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Primary Trade

The primary trade that this employee practices. Select the appropriate trade from the list. You can enter this information only if the employee is set to be a Trades person. If the employee also practices other trades, you can select them by clicking Other Trades. Note: Only trades that are set to have either Maintenance only or Both maintenance and purchasing as an Available source will be available for selection.

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Trades person

Select this option when the employee is a trades person. You can select a primary trade for the employee and any other trades that apply. Employees with this role can be assigned to fill labor requirements on work order tasks and schedules. Note: Only trades that are set to have either Maintenance only or Both maintenance and purchasing as an Available source will be available for selection.

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Troubleshooter

Select this option if the employee acts as a troubleshooter. Troubleshooters can record their time worked using troubleshooter timecards.

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Schedule Availability Percentage

The normal availability percentage for this employee.

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Override maintenance group availability percentage

If the employee’s maintenance group uses availability scheduling, the maintenance group may have a defined availability percentage. If this employee has a different availability percentage from the maintenance group, select the Override option and then enter the employee’s percent availability in the box.

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Buyer

Select this option when the employee acts as a buyer. Each resource typically has a buyer assigned to it.

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Shipper/receiver

Select this option when the employee is a shipper/receiver. This means that the employee has the authority to ship assets to other sites and receive asset transfers from other sites. The personnel records for employees who are shippers or receivers must be owned by the site where they have the authority to ship and receive. If your organization includes multiple sites and the employee is owned by the top site in the hierarchy, he or she will not be able to authorize asset transfers to or from any site below the top site.

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Warehouse

Select the warehouse that this employee works in.

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Warehouse clerk

Select this option if the employee is a warehouse clerk, and then select the warehouse where the employee works. The employee records for warehouse clerks must be on the same site as the warehouses that they work in.

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Operations responsibility

If the employee operates equipment, select this option and then select the top asset for which the employee is responsible. For example, if the employee is responsible for a system and all of the equipment in the system, select the top system asset.

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Operations Responsibility Starts at Asset

If the employee is an operator (that is, they have responsibility for running equipment), select the top asset that they have responsibility for. For example, if the employee is responsible for a system, and all of the equipment in the system, select the top system asset. When you select an asset here, the employee will see the hierarchy for this asset and below on the My Desk view.

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Asset transfers

When this check box is selected, the employee can approve asset transfer documents.

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Projects

When this check box is selected, the employee can approve projects.

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Asset health reports

When this check box is selected, the employee can approve asset health reports.

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Requisitions

When this check box is selected, the employee can approve requisitions.

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Asset activity reports

When this option is selected, the employee can approve asset activity reports.

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Checksheets

When this option is selected, the employee can approve indicator checksheets.

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Purchase orders

When this check box is selected, the employee can approve purchase orders.

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Inspection reports

When this option is selected, the employee can approve inspection reports.

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Contracts

When this check box is selected, the employee can approve contracts.

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Strategy development analyses

When this option is selected, the employee can approve strategy development analyses: CPR, MTA2, RCM2, RBI, SIF, and HAZOP analyses.

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Invoices

When this option is selected, the employee has the authority to approve invoices.

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RSS analyses

When this option is selected, the employee can approve reliability strategy selection analyses.

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Safety override incidents

When this option is selected, the employee can approve safety override incidents.

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Invoice Lines

When this option is selected, the employee has the authority to approve invoice lines.

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RCA	When this option is selected, the employee can approve root cause analyses.

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Safety provisions

When this option is selected, the employee can approve safety provisions.

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Work requests

When this check box is selected, the employee can approve work requests.

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Work orders

When this check box is selected, the employee can approve work orders.

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Preview outbound email

Select this option to preview outbound email before it is sent by the system. If you select this option, the system will open and display emails sent when the system: • Mails an RFQ to a supplier • Mails a requestor that the RFQ process is complete • Mails a purchase order to a supplier • Notifies employees when purchases they requested have been received or services have been acknowledged • Notifies employees when a contract or pricing agreement is about to expire • Notifies planners that changes have been made to standard tasks that have been created from the task template Note: Emails cannot be previewed when sent to notify employees of approval requests or indicator alarms.

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Documents require approval

When this option is selected, the employee is notified by email of approval requests. Note: The employee record must contain a valid email address.

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Purchases requested are received

When this option is selected, the employee receives notification emails when requested purchases have been received or services have been acknowledged. Note: The employee’s email address must be entered in order to receive notification emails.

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Quotation process is completed for requested purchases

When this option is selected, the employee receives notification emails when the quotation (RFQ) process is complete for requested purchases (on work orders or requisitions). Note: The employee’s email address must be entered in order to receive notification emails.

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Is able to modify task comments

When this option is selected, the employee can edit comments for a work order task that have been entered by another employee.

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Is able to modify and release task holds

When this option is selected, the employee can edit and release holds on a work order task that have been created by another employee.

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Receiving reports are closed automatically when posted

Select this option to have the Receiving Report window close automatically when the employee clicks Post. Note: This only closes the Receiving Report window and does not affect the status of the receiving report.

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Invoices are closed automatically when posted

Select this option to have the Invoice window close automatically when the employee clicks Post. Note: This only closes the Invoice window and does not affect the status of the invoice.

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Invoice line tab format preference

The invoice line Entry Pad allows a user to quickly enter information for new invoice lines. Miscellaneous expense, extra charge, and tax lines can be entered from the Entry Pad. Select the default view for this employee when entering lines on invoices: • List of invoice lines only • List of invoice lines with line Entry Pad

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Contractor

Indicates that the employee is an on-site contractor.

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Supplier

Select the supplier who provides the contractor. Note: The supplier’s currency must be the same as the site’s currency in order for the supplier to be available for selection.

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Description

The description of the item. You can use this box to include any additional details.