The Personnel page lists every provider and staff member at your agency. Every name that appears in the crew dropdown on a PCR comes from this list.

The Demographics Personnel page with the full staff list and Add Personnel button.

Add a person

  1. From the menu, click Settings, then Demographics, then Personnel.
  2. Click Add Personnel. The Add Personnel Record modal opens.
  3. Enter the first and last name.
  4. Fill in the rest of the demographic fields.
  5. Use the Linked User Account dropdown to connect this record to the person's sign-in account — see below.
  6. Click Add Personnel at the bottom of the modal.

Linking to their user account

Sign-in accounts live in the Unified Solutions hub — they are created there, not in Demographics. If the person on this record already has a sign-in account at your agency, pick them from the Linked User Account dropdown. Once they are linked, the person's name will pre-fill on PCRs they create themselves.

Adding certifications

Certifications live inside each person's record. See Personnel certifications.