Add Non-Incident Staff Activity

1. From the File menu, select the Staff Activities option.
2. (If the Staff Activity form with the last modified record is opened) Press New (or Ctrl + N) to add a new record.
3. (If a blank Staff Activity form is opened) Enter a new staff member.
4. (If the Query form is displayed) Press Cancel to add a new record.
5. Modify today's Start Date, if necessary.

6. Type or lookup the Default Activity Code for the activity.

   The values you select will be added to each participant’s activity record. You can modify individual participant detail records, or change this value after adding participants.  

7. Change End Date if different than Start Date.

   Activity Description defaults to the description associated with the Activity Code. You can modify Activity Description, if necessary.

   Lookup Incident-Related Activity (FDID, Alarm Date, Incident Number) to associate this activity with an incident. Generally, incident related activities are added from the NFIRS incident or EMS incident report.

   1. Press either NFIRS Incident Reports, EMS/Search & Rescue Incident Reports, or Dispatch/Remote Station Incident Reports, highlight a record, then press OK.
   2. Check Count this activity as part of incident response to include staff added to this activity in incident counts.

   The values added to the Default Values area fields are added to each staff member record added for the activity.

8. If necessary, you can edit the values for specific participant detail records.

   1. Type or lookup the Station, Shift, Unit of staff members added to the activity.

      If most staff share a particular station, shift, or unit, add values to these fields. These fields can be left empty.

   2. Type the number of Hours Worked for staff members added to the activity (can be different than hours paid).

      Note: Depending on the activity, the Hours Worked value may be greater than zero even if the participant did not actually work, such as the instance of an activity for sick leave.

   3. Select at least one Activity Type.

   4. Select any combination of Fire, Rescue, Medical, Other, depending on the type(s) that best describe the activity.

      Note: The selection will be used in reports to determine incident type counts.

   5. Check Attendance Required if appropriate.
   6. Enter default participant payroll values in the Payroll Calculation area.

9. Add staff details.

   1. Add one staff member at a time.

      1. Press Add.

         The Attendee Detail form is displayed.

      2. Type or lookup the staff member to add to the staff activity in Staff ID.

         Other values in this form are brought in from the Staff Activity form when available. Fields can be modified as necessary.

      3. Press New to add an additional participant detail, or save and close detail record.
   2. Add a group of staff members at one time.

      1. Press Add Group.

      2. Depending on what sections appear, do the following.

         • If the Staff Group Select form, the Staff Master section is displayed, do the following.

           1. Add specific Status, FDID, Station, Shift, Unit values.

              When the value is included in the staff member record, the staff member is listed (unless the staff member record is designated as hidden). By default, the staff member is included in the list if the corresponding field in the staff member’s record is blank.

           2. (If you have a saved set of criteria) Select the set from Restore from Saved Criteria.

              The values for each field saved with the set are applied.

           3. Save Status, FDID, Station, Shift and Unit field values as a set by pressing Save Criteria As.

              Tip: When you wish to modify the set, change the values in the appropriate fields and press Update Criteria to modify the saved criteria.

           4. Check Match Criteria Exactly to include staff in the list only if the values you specify exactly match the corresponding fields in the staff member record.

              If a criteria field has a value and the corresponding field in the staff member’s record is blank, the staff member is not listed.

           5. Check View Hidden Staff Members to display staff members that are designated as hidden.

           6. Check Limit the list of staff members available on and specify a date and/or time to use as criteria for listing staff.

              If a staff member has a specific availability record indicating that the staff member is not available at the entered date and/or time, they will be excluded.

              Staff members without availability records are listed when they meet other criteria, regardless of the date and/or time unless Match Criteria Exactly is checked.

              Note: Before selecting displayed list of staff to activity, be sure to press Update Criteria if you want changed criteria to be available when the criteria is next used. If you want the specific list displayed to be available as a group, press Save Group As and specify a group name that will be available from the Staff Groups Select form, Saved Groups section. Saved groups are listed in the Saved Groups section.

           7. Select staff to add to activity.

           8. Select multiple staff by pressing Ctrl while selecting.

              A staff member is selected when the name is highlighted.

           9. Press OK to add selected staff to the activity.
      3. If the Staff Group Select form Station Roster section is displayed, do the following.

         1. Select the Station/Shift/Unit and corresponding staff are listed.

         2. Select staff to add to activity.

            Tip: You can select multiple staff by pressing Ctrl while selecting.

            A staff member is selected when the name is highlighted.

         3. Press OK to add selected staff to the activity.
      4. If the Staff Group Select form Saved Group section is displayed, do the following.

         1. Select group and corresponding staff are listed.

         2. Select staff to add to activity.

            Tip: Select multiple staff by pressing Ctrl while selecting.

            A staff member is selected when the name is highlighted.

         3. Press OK to add selected staff to the activity.

            Note: Specify which section to display in the Administrative Options form, Staff section. The Staff Master section is the default section.

         4. Change activity details on the Staff Activity - Group Add form as necessary.
         5. Press OK to add participant details for selected staff members with the values you specify.

10. Complete remaining fields and add related records as necessary.

    Notes are added from the Notes section. User-defined fields, attached files, non-incident casualty reports, and equipment usage records are added from the Other section.

11. Save and close activity.