Setup: Employees - Sites Trained/Banned

The following video reviews the use of the Sites Trained/Banned tab on an employee record.

How to get there: Set Up | Employees | Sites Trained/Banned tab

The Sites Trained and Banned tab is where the Employee can be marked as Trained to work on a Site, or they a Banned or the Site is not suitable for them to be worked.

These are used within Duty Checks that are performed when an Employee is assigned to a Duty.

Where a Site Card is flagged to use Trained Employees, a Duty Check is made when the Employee is assigned to a duty for that Site. see Setup | Sites | General Tab for more information.

Banned Employees will be checked for all Sites where the Duty Check has been enabled in System Settings. See Admin | System | Duty Checks for more information.

The key area for this are shown and detailed below.

Screen Layout and Fields

The screen is split into several sections that are all controlled by the system Security Function Role assigned to the user.

These sections are detailed within this document.

Screen Actions

Save	Save Employee changes
Delete Employee	Delete the Employee from the system. Note: If the Employee is a leaver, then do not Delete the Employee. Instead, set their Date Left on the HR Tab
Refresh	Revert to the unsaved state
View Diary	View Employee Monthly Diary screen
View Branch	View Branch information screen
View Tasks	View Employee Help Desk Tasks screen
Add Site Trained	Add a Site Trained
Add Site Banned	Add a Site Banned

Sites Trained

This section is used to add Sites Trained for the Employee.

Pressing the Add Site Trained button will show a Site Selector where a search for the Site can be made. The Site can be selected using the Information Icon to the left of the Site Name.

This is then added to the Sites Trained List.

The Site can be removed from the list by pressing the Trash Icon at the end of the Site Name.

Screen Layout and Fields

Site Code	The Site Code
Site Name	The Site Name
Reason	Reason for the training
Trash Icon	Select to remove the Site from the list

Sites Banned

This section is used to add Sites Banned for the Employee.

Pressing the Add Site Banned button will show a Site Selector where a search for the Site can be made and the Site selected using the Information Icon the to left of the Site Name. This is then added to the Sites Banned List. A Reason for the ban can be updated within the list, care should be taken as to what is entered here for Data Protection.

The Site can be removed from the list by pressing the Trash Icon at the end of the Site Name.

Screen Layout and Fields

Site Code	The Site Code
Site Name	The Site Name
Reason	Reason for the ban
Bin Icon	Select to remove the Site from the list