Members
This screen allows you to maintain all the member information of your team. Member information includes contact information, emergency information, and the members certifications and equipment.
You can enable a login for each of your members and control what level of access they have in this service. In some cases members might only have access to their own basic information, and in other cases you might want a member to have access to all active mission information. See below for how to enable members logins and access levels.
Tip: The Equipment and Certifications fields can be customized in the Configuration section.
Once a member is added to your team this member can not be deleted. You can change their status from Active, to LOA (Leave Of Absence), resigned, terminated, reassigned, or transferred. The reason members can not be deleted is you want to keep a record of members that were on missions that are finished. Note: the sample members that are in your account when you started it can be changed to terminated if you want to remove them from your active members list.
ID Number - This is the identification number of each member. This number will be used in the Check In screen when a member logs into a mission. This number should be unique for each member added to the system.
Guest User - Members marked as Guests, will not be part of the messaging system, print in the Member roster, or be part of the Time Keeping tab. Guests will be assumed to be Field Qualified. These people are typically from different agencies that are also working on your mission or visiting.
Email - This is the email address for this member. More than one email address can be entered separated by commas. If more than one email address is entered, the first email address will be considered the login email for this member and login information (see below) will only be sent to this first address.
Text Msg (text message to phone) - An email address that will be used to send text messages to this member. This should be in the phone_number_no_dashes@cellcarrier.com format. Multiple addresses can be entered here separated by commas. See this wikipedia page for an explanation of the email to SMS gateway feature: http://en.wikipedia.org/wiki/SMS_gateway#Use_with_email_clients. Here are some common cell provider extensions:
| ATT | @txt.att.net |
| Cingular | @mobile.mycingular.com |
| MetroCall | @page.metrocall.com |
| Nextel | @messaging.nextel.com |
| Simple Freedom | @text.simplefreedom.net |
| Sprint | @messaging.sprintpcs.com |
| Tracfone | @text.tracfone.com |
| T-Mobile | @tmomail.net |
| Verizon | @vtext.com |
| Virgin Mobile | @vmobl.com |
| Cricket | @mms.mycricket.com |
Phone #'s - This is the phone number contact information for the member. If the Msg check box is checked this will indicate what phone numbers will be called by the Phone Messaging. The tracking of Phone numbers features can be turned on and off in the Configuration screen.
Address (section) - This is the members contact address information. Address format and address tracking can be turned on and off in the Configuration screen.
Agency - This is the agency the member is part of. You can have members of your team that belong to different agencies. This field can only be edited by people who have the Certifications and Expirations permission. The title of this field can be customized in the Configuration screen.
Rank - The rank of this member. The values of the selectable list and the title of this field can be customized in the Configuration screen. This field can only be edited by people who have the Certifications and Expirations permission.
Unit - This is the Unit or group the member is part of. The values of the selectable list and the title of this field can be customized in the Configuration screen. This field can only be edited by people who have the Certifications and Expirations permission.
Radio # - This is the Radio number or radio call sign for the member. The title of this field can be customized in the Configuration screen.
Division - Usually units are split into divisions. You might have your K9 and Mounted Units in one division and Motorized and Communications in another division. This field allows you to specify what division this member is in. The title of this field can be customized in the Configuration screen.
Squad - Units typically contain many people and are usually split into squads. The leader of the unit is not typically assigned to a squad, but the next lowest ranking person and those below them are. The highest ranking person in a squad will be considered the squad leader. The title of this field can be customized in the Configuration screen.
Tip: The settings of Unit, Squad and Division is how a member's supervisor is determined, based on the following rules: The highest ranking person of a Squad will be assumed to be the Squad supervisor. If all members of a squad are the same rank the member with the earliest Join Date, will be considered the squad supervisor. Members of a unit who have no squad will have the highest ranking person in the unit as their supervisor. If all members of a unit are the same rank the member with the earliest Join Date, will be considered the unit supervisor. The highest ranking :person in a unit that has a division assigned to them will have the next highest ranking person of the matching division as their supervisor. Members with no division will have the next highest ranking member with no division as their supervisor.
Member Equipment (section) - The values in the Equipment section are the things the member has with them when arriving at a mission. Have they brought their radios, K9 partners, etc. Values in this section can define whether a member is field qualified or not. The field names in this section can be customized in the Configuration screen.
- Currently Field Ready - This is not if the member is field qualified, but rather is this member ready to go in the field. I.e. not hurt, tired, etc. Members can re-log into the Check In screen and change this value if they wanted to take a break from the mission.
- (other fields) - Member Equipment fields as customized in the Configuration screen.
- Status - This field sets a members Status in your organization. Are they an Active Member, on LOA (Leave Of Absence), resigned, terminated, reassigned, or transferred. Changing this value to anything other than "Active" will automatically remove any logins to the system for this member.
- (other fields) - Member Certification fields as customized in the Configuration screen.
Animals (section) - Use this section to enter one or more canines or horses belonging to the member. Certification dates can be set for any of the animal certifications. The field names in this section can be customized in the Configuration screen.
Identification Photo (section) - Use these buttons to upload a photo of this member. This section can be turned of in the Configuration screen.
Login Permissions (section) - Use the options in this section to set what parts of the system the selected person will have access to. See Login Permissions for more information.
Exclusions (section) - This section allows you to turn off certain system features for the selected member, such as inclusion in the rosters or email notifications. This section is only available to system administrators.
- Exclude Timekeeping - Check this box and the member will not be included in the Timekeeping Participation reports and will disable the sending of Time Keeping emails to the member.
- Exclude Certs - Check this box and the member will not be included in the Certification and Expiration report.
- Exclude Roster - Check this box and the person will not be included in the Roster list, any Member search results and any API queries for Member contact information.
- Exclude Messages - Check this box and the member will not appear in the members Messages list and will not receive any team Messages.
- Exclude Status Emails - Check this box and the member will not receive global Member Status emails. If the member is selected and the Send This Member's Status button is selected the status email will be sent the member will still get a status email.
- Exclude Cal Reminders - Check this box and the member will not receive an calendar reminder emails.
- Exclude Emergency - Check this box and the person will not be included in the Emergency Info list.
Print Reports (button) - Allows you to print member reports such as member roster, emergency contact information and certification status Reports. You can specify the print order by Name or Unit, and this report respects the currently filtered Show Only settings.
Export Member Data (button) - This button allows the exporting of Member Database information to a CSV file. This file can be imported or opened in a spreadsheet program such as Excel or imported into some other data base. This button is only available for system administrators or members who have Export/Import Member Data level access.
Import Member Data (button) - This button allows the importing members into Mission Manager from a CSV file. Follow the instructions on the import screen for help with this process. This button is only available for system administrators or members who have Export/Import Member Data level access.
Search - The intent of the search feature is for anyone in your team to get basic contact information for anyone else on the team. The new "Open" button will only open other members that the person searching has permissions to access.
The following video gives an overview of the Members Screen:
