Enable Staff Pools on Staff Records

It is possible to add Staff to or remove Staff from a Pool via the Staff record. This is a useful option if it is necessary either to add a new Staff member or to maintain an existing Staff member after the initial setup of Staff Pools (see Adding Staff to or Removing Staff from a Pool via the Staff Record).

To set this option up, in Star PDM:

1. Select Setup / Firm Options / Manage Custom Forms.

   This displays the Customisable Forms Management window.

   

2. In the navigation tree at left, select the Custom Forms / Staff node.
3. Click Edit (top right).

4. In the Custom Form Tabs grid, create a new tab for the Staff Pools controls by entering the tab title (e.g. Staff Pools) into the new tab row.

   

5. Click Add Fields.

   This displays the Add Fields window.

6. In the Unused Form Type User Controls grid, scroll down and select Staff Pools.

   

7. Drag Staff Pools out of the Add Fields window and drop it into the Custom Form Tabs grid in the Customisable Forms window.

   The Staff Pools fields are added to the grid row representing the Staff Pools tab.

   

8. In the Customisable Forms window, under Custom Form Information, click the Privs icon.

   This displays the Form Privileges window.

   

9. Set the Group Privileges required to View, Add, Edit and/or Delete Staff Pools in the Staff record.
10. Click OK.