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Appointee Detail

The Appointee page provides the logged-in user with the data fields to view or update the details of an Appointee. If the details are to be viewed only, the fields are read only i.e. not editable. The fields are editable however if they are to be modified by the logged-in user for example on creating a new Appointee or editing an existing Appointee.

When editable, fields with an asterisk (*) behind the field name are required fields and may not be left blank. Some fields are not visible or editable depending on the intrnal status of the Appointee.

Appointee Type

The Appointee Type field is available on creating a new Appointee and on editing a Appointee that was not auto-created by the system with very few exceptions. When available it is a required field and a value must therefore be selected.

See Appointee Types for a list of available Appointee Types.

By Hand

The field is available for user created Appointees only and not those auto-created by the system. Select this option if the details of the person will not be available at the time of generating the Safety File. The documents will be generated with open spaces where the details of the person are supposed go to allow the values to be filled in by hand after the files have been printed.

Company

The Company drop down list is required unless the By Hand check box is selected. It is not available for editing for some of the auto-generated Appointees but is otherwise required and an option must therefore be selected.

The Company drop down list contains all the Contributors registered for the selected Project. Be sure to add the company of the person to be added as an Appointee to the list of Contributors before adding the Appointee.

Name

The Name field is required and must be completed with the name and surname of the person to be appointed. The data is used verbatim in the safety documentation.

Telephone Number

The Telephone field should be populated with the official telephone number of the person to be appointed. The field is optional but should be completed if possible as the data is used verbatim in the safety documentation.

Cell Phone

The Cell Phone field should be populated with the official cell phone number of tthe person to be appointed. The field is optional but should be completed if possible as the data is used verbatim in the safety documentation.

Fax Number

The Fax field should be populated with the official fax number of the person to be appointed. The field is optional but should be completed if possible as the data is used verbatim in the safety documentation.

Email

The Email field should be populated with the official email address of the person to be appointed. The field is optional but should be completed if possible as the data is used verbatim in the safety documentation.

Clicking the Done button saves the changes made by the logged-in user. The Cancel button cancels the action and does not save any changes.