What should I do when a personnel leaves?

If one of your Personnel has left your organisation, or will no longer be active for an extended period, you should Disable the Personnel record.

1. Log in to BizDiary as an administrator or manager level user.
2. Select Personnel > Browse Personnel from the menu.
3. Edit the Personnel Record.
4. Click the Enabled checkbox so it is turned off.
5. Make any other needed changes, and then click [Save].

Notes:

• If the person has left permanently, and should no longer have access to the system you should also delete their User record.
• A disabled personnel cannot have new appointments booked.
• A disabled personnel can still be selected when searching appointments.
• If you delete the Personnel instead of disabling them, then their name will be removed from all associated appointments.  Generally it is better to just disable.