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Adding Operatives

To access the Operatives menu, click the icon at the top right of the screen, then select Operatives.

From the Operatives view, you can toggle between the Internal and External operative menus to manage different types of operatives.

Operatives menu screen showing options for internal and external operatives

Adding an Internal Operative​

To add a new operative, click the Create Operative button at the bottom right of the view. This will open the Create Maintenance Operative form.

Create Maintenance Operative form

An operative requires the following details:

  • First Name
  • Last Name
  • Email Address: Important—this is the email address that the account will be created for and should be a work email address, not a personal one.
  • Phone Number: Ideally, this should be the operative's work phone number.
Form fields for adding an operative

Configuring Operative Permissions​

If you would like to customise the operative’s access to Building Book, check the Customise Operative's Permissions checkbox to open the permissions menu.

If permissions are not customised at this stage, the operative will be granted full access by default. Permissions can be updated at any time as needed.

For more information on the permissions available, refer to Operative Permissions.

Permissions configuration screen for operatives

Configuring Operative Skillsets​

To assign Skillsets to an operative, check the Assign Operative's Skillsets checkbox. This will allow you to assign any skillsets configured in your Skillsets Configuration.

Although operatives can be configured without specific skillsets, it is strongly recommended to set these up. Skillsets influence which operatives are available by default for specific tasks and impact resource availability and contract charge rates.

Skillsets configuration screen for operatives

Saving the Operative​

When you’re satisfied with the operative’s configuration, click the Save button to save their profile.

Save button on operative configuration screen

Adding an External Operative​

External operatives are added and managed from the External tab in the Operative management view. From the External tab, click the Create Operative button to add a new external operative.

External operatives tab for adding a new external operative

Adding an external operative follows the same process as adding an internal operative. However, the form now includes a Service Provider select field.

You can select any maintenance company that has been configured in your Service Provider Configuration.

Creating an external operative will link the operative to the selected service provider and enable them to be assigned tasks within that provider’s maintenance schedule.

Service provider selection in external operative form
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