How to create, edit & remove emergency contact information, in your staff personnel records.
Emergency contact information is stored in your staff' personnel records.
Open Personnel > Personnel Manager > edit the personnel record > Emergency Contacts.
| 👆 Click below to learn more about creating & managing emergency contacts | |||
| Add contacts | Edit contacts | Deleting contacts | Reports |
Adding an emergency contact
📨 Ask us about using a data loader to bulk upload this information into your personnel records, email help@rotamaster.co.uk to find out more.
To create an emergency contact, click the green plus button, this will open up a new window for you to create the record.
Simply fill in the information you'd like to record & press Save.
| Title | Dr, Miss, Mrs etc. |
| Name | Their full name you'd like to record. |
| Priority | In what order should emergency contacts be contacted. 1 is the highest. |
| Relationship type | What is the relation between your member of staff & their emergency contact, father, daughter etc. |
| Notes | Any useful information about this emergency contact, for example, they may be a night worker and could be harder to get hold of at certain times of the day. |
| Contacts | What contact information do you hold, home phone, email, mobile etc. |
| Address | Once you have saved the emergency contact, you will be able to edit the record & add an address. |
Edit an emergency contact
Once created, to edit details associated to an emergency contact, simply select them from the list & click the blue pen button.
You can then amend any details about the emergency contact you need to, and press save.
Delete an emergency contact or contact details
Deleting an emergency contact
To delete an emergency contact from a personnel record, select them from the list, and press the red x button.
You will be asked if you want to delete the emergency contact, select yes.
Deleting contact details, from an emergency contact
If you need to delete contact details from an existing emergency contact, select them from the list & click the blue pen button.
Next, select the contact or address information you want to delete from the list & click the red x button.
You will be asked if you want to delete the contact information, select yes.
Emergency Contact Report
You can quickly review & export who your staff members' have as their emergency contacts by opening Reporting > Reports > Personnel > GDPR > [542] Emergency Contact Details & running this report
📘 Learn more about how to run & export reports.