When setting up your staff in FieldInsight, there are several built-in options that can be customised to suit your business needs.
Accessing Staff System Fields:
To access the System Fields for staff:
Click the ⚙️ (Settings icon) in the top-right corner.
Select Settings from the dropdown menu.
Navigate to Business → Staff → System Fields.
Staff System Fields
Currently, System Fields for staff are focused on the visibility of Disciplines. If your business relies on Disciplines, we recommend enabling both options.
Disciplines: Enables the use of disciplines within the system.
Disciplines – Service Code: Allows service codes to be assigned to disciplines.
Enabling these settings ensures that Disciplines and their related Service Codes are active within your system, making it easier to manage staff roles and job assignments