Update Personnel List

Created by Joel Bissonnette, Modified on Mon, 28 Jul at 3:01 PM by Joel Bissonnette

  1. Go to Personnel > Personnel
  2. Click Filter Icon in top right corner
  3. Click on Company Link
  4. Search for Company and select the company and use the arrows to move them to the right box and Click Save/Close

A screenshot of a computer

AI-generated content may be incorrect.

  1. Click uDonor Status and check the box next to Active and Click Save/Close
  2. Click Go
  3. When the list pops up, click the Printer Icon in the top right corner
    1. Check the Print Box and Click Print
    2. Click the Printer Icon with the PDF Pops up and click Print
    3. Click Save
    4. Save as PL Account Name
    5. Go to Teams > DOT > General > 2025 DOT > CHP Reports > Certificate.  Put PDF in there
  4. Attach and email list to the Customer

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