People

Managing People in Building Swell: A Guide to Adding, Importing, and Archiving Users

Introduction

Managing and organizing your personnel effectively is crucial in Building Swell. This guide covers the process of adding individual users, importing multiple users simultaneously, and archiving users when needed.

Step-by-Step Instructions

Adding Individual Users

Navigate to the "Rules Engine" and select the "People" tab.

Manually enter the person's name.
Assign them to a team, if available.
Specify skills for the person, e.g., "Carpentry".

Managing Skills

Click the "Manage Skills" button to view all available skills.
Add, edit, or delete skills as required.
Save your changes once done.

Archiving Users

To archive an individual user, click on the three-dot menu next to their name and select "Archive".
To archive multiple users simultaneously:
Export the user list and find the "Archived" column.
Update this column to determine who you wish to archive.
Note: Users can be retrieved from the archive bin at any time.

Importing Users

Click on the three-dot menu at the top right and choose "Import".
Ensure the columns from your import file match the platform fields (e.g., skills should match the role).
Green check marks indicate a successful match.
Click "Continue" to view a list of people being imported.
- Yellow highlighted entries indicate existing users which will be updated.
- Red highlighted entries indicate missing values; these must be corrected before importing.

Export

Click on the three-dot menu at the top right and choose "Export".
Select where you wish to save the file.
Optional: update multiple records and click "Save"
Optional: reimport
- Select the file and import.
- Follow the steps in the import section above to properly map values.

Tips or Best Practices

Use import and export to keep your list of people up-to-date.
Skills can be used as a workforce development tool, allowing you to track professional development of folks on your shop team.

Conclusion

Effective management of your personnel in Building Swell can optimize your operations and streamline workflows. By following the above steps, you can easily add, import, and archive users as per your organization's needs.