Operative Management

Add and edit AccuServ Operatives

Search for existing operatives

Use the search field to find existing operatives by entering the name or username of the operatives. Click on an item in the results to load the details of the selected operative.

Create new Operative

It is possible to create a new operative from scratch, or to quickly copy most of the settings from another operative.

From Scratch

When creating a new operative from scratch you will be asked to enter the minimum required details to create the operative. Fill in the information and click the relevant button to create the operative. If there is a problem creating the operative, following the instructions of the error message shown to resolve the issue. When the operative is created, a success message will be shown and the page will load the new operative allowing you to populate the remaining fields of the user.

Copying another Operative

An operative can be created quickly by copying the settings of an existing operative.

Click the relevant 'copy' button. Select the operative to copy and fill in the required fields. If there is a problem creating the operative, following the instructions to resolve the issue. When the operative is created, a success message will be shown and the page will load the new operative allowing you to populate the remaining fields.

Most information is copied to the new operative except

• Personal information

• Contact information

• Next of kin information

• Personal details

• Payment details

• Mobile settings

Other information associated with the operative is copied to the new operative, including

• Account Setup

• Bulk Assign Groups

• Work Locations

• Team Members

• Contracts

• Skill Types

• SOR Kits

• PDA Stock and Van Stock Replenishment settings

Added in version 1.4