Getting started

Depending on whether your agency or department uses the PM Basic module, or if it purchased the full-featured PM module, a range of capabilities to manage your agency or department's personnel is available to you.

• The full-featured version of the PM module lets you manage the individual information of each person in your agency or department, and to build and manage a list of the training classes your agency or department provides. For the personnel, this information includes the person's demographics, work information such as assignments, certifications and licenses, credentials, qualifications, classes, skills, education, and pertinent medical information. For the training classes, this information includes basic information about each class, its location and instruction style, different sessions within the class, a contact person, credit hours, credentials, skills, the staff members who attended the training class, and so forth.

• The PM Basic version of the module lets you manage the demographic, contact, work, certification, and license information of each person in your agency or department.

  For information on upgrading to the full version of PM, go to https://www.eso.com/pm-demo/ and fill out the fields to request a demonstration and speak with a sales representative.

 

1. (If you have the appropriate roles and permissions) Configure settings needed to add and manage personnel records.

   • In both the PM Basic and the full-featured PM versions:

     • Build certifications and licenses lists
     • View the vaccine manufacturers list
     • Build the immunizations list
     • Define award programs
     • Enable add-on features

   • Additionally, in the full-featured PM version:

     • Set up training classes
     • Build the physical types list
     • Build the physical restrictions list
     • Build works lists
2. (If necessary) Import data from third-party vendors, as described in Import data.
3. (In the full-featured PM module) Manage your own personnel information, as described in Manage your own personnel record.

4. Manage personnel information for others in any of the following ways.

   • In both PM Basic and the full-featured PM modules:

     • Add a person to your personnel records, as described in Add a new personnel record.
     • Locate an existing personnel record you want to work with, as described in Display, filter, and export personnel lists.
     • Add or update information in the person's record, as described in Specify personal information.
     • Maintain the person's work history with your agency or department, as described in Record work information.

     • List the person's endorsements, practice levels, and skills, as described in Identify certifications, licenses, practice levels, credentials, qualifications, and skills.

       Note: For PM Basic, this only includes certifications, licenses, and practice levels. You must upgrade to the full PM version to also manage a person's credentials, qualifications, and skills.

     • View the person's award program participation, as described in Review award programs.
     • Determine whether the person's name appears in personnel lists in other ESO Suite modules, as described in Set application list visibility in other ESO Suite modules.
     • Change the user name and email address associated with a person's login to the ESO Suite, as described in Manage a user account.

   • Additionally, in the full-featured PM module:

     • Catalog the classes the person has taken to develop their skills, as described in Update class information.
     • Provide the person's immunization, injury, and exposure information, as described in Record medical history.
     • Include file attachments with the person's record, as described in Attach and work with files.
     • Generate a summary report of a person's record and download or print it, as described in Print a person's history.

5. (In the full-featured PM module) Manage training class information in any of the following ways.

   • Add a class to your training syllabus, as described in Add, copy, edit, or delete a training class.
   • Open an existing training class you want to work with, as described in Find and open an existing training class.
   • Supply details such as where and how the class will be taught, the instructors for the course, the sessions in the class, and more, as described in Specify training class details.
   • Add sessions to the class, and manage attendees and the sign-in sheet for each session, as described in Add, edit, or delete sessions for a class.
   • Mark the training class as completed, as described in Change a class status.

6. Add records for a number of personnel at once, as described in Add records to multiple personnel at once.

   Note: For PM Basic, group actions only include application lists, security roles, resetting passwords, and deleting personnel. You must upgrade to the full PM version to also add certifications, licenses, credentials, skills, and immunizations to a group of personnel.