Resources - Edit


People

People and Equipment data can be maintained by editing their resource details. Also, resource assignments and applicable rates can be updated to ensure costs are correctly calculated.

  1. Click on Resources > People.
  2. If applicable, apply a Work Roles or Companies filter.
  3. To edit a Person’s name and work details, click on their Name, then click on Edit.
  4. Edit details as needed in the window that opens.
    Employment details can be recorded and edited here as well.
  5. If a Person is a Supervisor, click the Supervisor? checkbox (required), and assign a Supervisor Code as needed*.
    Note: This must be a unique code of up to five capital letters, and/or numbers
  6. To edit a User’s details, click on their name in the User section, or click Create.
    • A Person is anyone recorded in SYNCHRO Perform
    • A User is a Person with an SYNCHRO Perform account
  7. Edit details as needed, then click Update User.
    For more information, refer to the “Invite New Users” guide

* The Supervisor Code assists in filtering, identifying and rostering, and can also be used to identify a Supervisor when entering Usage.

Merge People

As People Resources are no longer required to have unique names it is possible to merge Person records that have been duplicated inadvertently.

  1.  Click on Resources > People.
  2. To merge a Person into another, click on their Name, then click on Edit.
  3. Click Merge.
  4. In Merge Person screen, select the Target Person (the Person and all of their related records will be merged into the Target Person). 
  5. Click Merge.

Equipment

  1. Click on Resources > Equipment.
  2. If applicable, apply an Equipment types or Companies filter.
  3. To edit a piece of equipment’s name and details, click on its Name, then click the Edit button in its profile.
  4. Edit details as needed in the window that opens, then click Update Equipment Item to save changes.
  5. A photo of the item can be uploaded, however this is not required.

Note: Inspections of equipment can also be managed via this page; for more information, refer to the Equipment Inspections guide.

Materials

  1. Click on Resources > Other.
  2. If applicable, apply an Other resource types or Companies filter.
  3. To edit a material’s name and details, click on its Name, then click the Edit button in its profile.
  4. Edit details as needed in the window that opens, then click Update Other Resource to save changes.