To effectively manage operators in your Aquipa account, follow these steps:
Adding Operators
For instructions on adding operators, please refer to this article.
Managing Operators
Navigate to the Operator module on the left-hand panel.
Locate the operator you want to manage.
Click the three-dot icon next to the operator’s name to access additional options.
Operator Management Options
The dropdown menu provides the following actions:
Modify Visibility – Adjust the operator’s visibility settings.
Operator Barcodes – Manage barcodes associated with the operator.
Connect Operator to Client – Link the operator to a specific client.
Manage Third-Party Connections - Remove Operators 3rd Party Service Business Connections
Remove Operator – Delete the operator from the system.
Mark as Unavailable – Temporarily disable the operator’s profile.
Viewing an Operator's Profile
Selecting "View Operator" will open the operator’s profile, where you can:
View Operator Details – Access key information about the operator.
Manage Competencies – Add new competencies or update existing ones.
Training Sessions Attended – Track and add training sessions.
View History – Review past updates to competencies, documentation, and other records.
By following these steps, you can efficiently manage operators in Aquipa.