Upon finishing the sign up process, you can now customise the system according to your organisational needs. The first step is all about people, so we categorised them according to Asset Type which means the different units/departments/sectors where your people belong to. This might include Admin and Finance, Nursing Unit, Surgical Services, Medical and Maintenance.
Step 1: Log in to your organisation system. You will be taken to the OnePassport Dashboard. It looks like this.
Step 2: On the sidebar at the right, click on “Settings”.
Step 3: You will be redirected to the Settings page.
Step 4: Click on the People Setup tab.
Step 5: Click on Types.
Step 6: Click on the Create button.
Step 7: List the Asset/Worker ‘Type’ you want to add then click Save. By default, the system has 4 people types: Worker, Vehicle, Student, and International Student.
Step 8: You can tick the box to set it up as a primary group.
Step 9: Select Worker in the Type Category dropdown.
Step 10: Click on Save.
Here is a video on how to do the process
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