Configure personnel settings

Depending on whether your agency or department uses the PM Basic module, or if it purchased the full-featured PM module, you can configure different settings needed to add and manage personnel records. If you have the appropriate permissions, you can configure various settings for personnel, such as setting up training classes, immunizations, certifications and licenses, courses, works lists, and so forth. You can also edit and disable/enable items in these lists, which are used when creating new classes and personnel records.

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.

Note: The ability to work with settings in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account. The lists you build when configuring personnel settings are available to all personnel records in the PM module.

PM (full version) You must have the following permissions as part of one of your users roles to build lists in the corresponding areas of personnel records.

Permission name Allows you to build the lists needed for
Class Lists Training information in personnel records.
Work Lists Work-related information in personnel records.
Immunizations Immunization information in personnel records.
Physicals List Physical exam information in personnel records.
Print Setup Access Print headers for award programs, for each award program and in personnel records.

Information on user accounts, roles, and permissions is available in Manage a user account.