Build the titles list

Work lists are a collection of information the agency uses when documenting work assignment parameters and managing personnel records. A title is the current employment title of the person in the department or agency.

Note: Titles may be related to a rank, but do not necessarily fall within the defined organizational structure.

Example: Chief of Operations, and Administrative Coordinator.

In the Settings screens, you can build a list of title menu options that appear when you click the Title field in other areas of the PM module.

Example: The title menu options you enable on the Settings > Work Lists > Titles screen appear when you click the Title field in other areas of the PM module.

    

  1. Which version of the module opens depends on whether your agency or department has purchased the PM Basic or full version of the PM module.

    1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

          The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

          If MFA is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

          Click graphics
          to open them.

          Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

          Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

          1. Click MFA verification via authenticator app.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

          2. Open your authenticator application and note the authentication code currently displayed.

          3. Enter the authentication code displayed in the authenticator application.

          4. Click Log In.

          SMS

          1. Click MFA verification via SMS.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

          2. Enter the authentication code sent to your MFA-registered phone number.

          3. Click Log In.

          1. Click MFA verification via email.

            The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

          2. Enter the authentication code sent to your agency or department email address.

          3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics
      to open them.

      Note: If MFA is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

    2. On the top side of the home screen, click PM.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

      A list of all the personnel in the PM module appears, displayed in a grid format.

      PM (full version) PM Basic

      Note: If you can access the full-featured PM module, you can view all your own information in it. The amount of information you can edit in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account.

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

  2. In the left pane, near the bottom, click the Settings icon.

    If you have the necessary permissions assigned to your ESO Suite user roles to configure settings, the Settings screen appears. The list of features that appears in the left pane reflects your permissions to access and configure the PM module

    Click graphics
    to open them.

     

     

  3. In the left pane, expand Work Lists, then click Titles.

    A list of titles appears in the left pane.

  4. Work with the list of titles in any of the following ways.

    1. In the upper right corner, click Add.

      The Add Title dialog box appears.

    2. In Name, type the name of the title you are adding.

    3. In Points, type the number of points this title may earn for personnel participating in your agency or department's award programs.

      Information on award programs is available in Define award programs.

    4. Click Save.

      The name you created appears as a new listing on the Titles page.

    1. Open the title for editing in one of these ways.

      • Click the listing for the title.

      • On the right side of the listing, click Actions, and choose Edit.

      The Edit Title dialog box appears.

    2. Change the information in the fields as needed.
    3. Click OK.

    You can disable a title, so that the corresponding menu option does not appear in other areas of the PM module. You can always re-enable a title later, if needed.

    1. On the right side of the listing, click Actions, and choose Disable.

      A red Disabled label appears to the left of the title, and the title moves to the bottom of the list.

    2. On the right side of the listing, click Actions, and choose Enable.

      This option appears only if you disabled the title in the past.

      The red Disabled label disappears to the left of the title, indicating that the title will appear again as a menu option in other areas of the PM module.

    You can sort the list alphabetically to help find an item quickly.

    • In the upper right corner of the screen, click Sort Alphabetically.

      The list sorts from A-Z.

    Because some titles are used more frequently, you can sort the order of titles in the list for convenience when creating or updating personnel records.

    Example: Many personnel in your department or agency have the title of Fire Fighter. It is convenient to have the title appear at or near the top of the titles list, for easy selection when adding or updating personnel records.

    • Place your mouse pointer on the item you want to move to a new position in the list, drag it up or down the list to the position you want it to have in the list order, then "drop" the item where you want it to be in the list.

      As the item you are dragging moves over each item in the list, the list items move up or down in the list to make room for the item in its new position in the list order.

      Note: While the video below demonstrates changing the order of items in the immunizations list, the same drag-and-drop process applies to all module lists where you change the list order.

    Note: The list order in the Settings > Work Lists > Titles screen determines the list order that appears in drop-down menus in the rest of the module. Disabled values on the Settings > Work Lists > Titles screen do not appear for fields in the rest of the module.

  5. You can export a list of all the titles currently listed in the module, regardless of whether they are enabled or disabled. The list exports to a comma-separated values (*csv) file, which may be read with Microsoft Excel or other software applications, and includes each title, its points value, and status (active or deactivated).

    • In the upper right corner of the screen, click Export.

      The file downloads to the default download location, and saves with the file name ESO_DataTypeDate.csv.