Creating a New Corporate Scratch Pad Comment

Using this feature Managers can make a note or a remark about a particular crew member. The Corporate Scratch Pad would normally be used when commenting on serious or sensitive information regarding the crew member. Security for viewing or editing this scratch pad can be defined when setting up Roles. A good practice would be to allow access of the Corporate Scratch Pad only to Managers or Senior Management.

The difference between Notes/Remarks and the Corporate Scratch Pad would be that Notes/Remarks are used for general remarks pertaining to the crew while the Corporate Scratch Pad is used for sensitive and important information - therefore it is important to ensure that proper security has been defined for both these features.

Screen Navigation: Personnel - Profiles - Corp Scratch Pad link

 

Adding a Corporate Scratch Pad Comment

To add a new comment regarding a crew member:

1. From the HR Manager main menu, click Profiles under the Personnel menu.

2. Ensure that the crew profile for which you want to add a comment has been loaded. Use the Personnel search field to search and select the relevant crew profile.

Note: To use a previously saved list of crew, click the search icon in the Personnel search field to use the Personnel List feature on the Simple Search window. Use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile.

 

3. After you have loaded the crew profile record, click the Corp Scratch Pad link.

 

4. On the Corporate Scratch Pad screen, click New to activate the fields and then, enter the relevant details in the following fields:

 

Field

Description

Commented By

This will be pre-filled with the user name of the person logged in. However, you may still make changes to this field.

Commented Date

Use the calendar function to select the date the comment is made. This defaults to the current date.

Comments

Enter any serious or sensitive comments pertaining to the crew member.

5. Click Save after you have completed your entries. The comments you have just created will now be listed in the table on the Corporate Scratch Pad screen.

6. Click in the Attachment column if you would like to include any attachments. Use the Upload Manager to select and upload the relevant attachments.

 

 

 

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