Editing IT staff

You can specify the basic information about IT staff members when you add them by using the BMC Remedy AR System Administration Console. However, you can specify additional information by editing the IT staff details in BMC IT Business Management Suite.

To edit IT Staff

1. In the IT Staff Details window or on the corresponding row in the Actions column in the IT Staff Browse or Search window, click Edit.
   The Edit IT Staff Member window opens as it is shown in the following figure.

   

    

   Warning

   Note

   Since the IT staff information was imported from BMC Remedy AR System, not all fields are available for editing.

2. Edit the information in any available fields. For descriptive information about the fields, refer to the following table.

   Field name	Description	Sample Values
   Alternate Email Address	Identifies an alternate email address for this IT staff member.
   Manager	Establishes a relationship between this IT staff member and the manager you select.
   Resource Managers Warning Note If the timecarding is selected and the manager is selected in the Timecard Approval field, this field becomes a required field. Make sure that the person you select has appropriate permissions (usually, it is ITBM Client User or ITBM Administrator permission.) Warning Note If the BMC AR and BMC IT Business Management servers are collocated,  the list of the resource managers is prefiltered to show only the resource managers who have appropriate permissions. If the BMC AR and BMC IT Business Management servers are not collocated, the list of the resource managers is not prefiltered and shows all the users existing in the system. If you select the resource manager with inappropriate permissions, the error message appears.	Establishes a relationship between this IT staff member and the IT staff members who can assign tasks to him/her. If this field is left blank, it is automatically populated with the name of the manager selected in the previous field.
   Contractor Contractor Vendor	Identifies whether this person is a contractor. If you select Contractor, the Contractor Vendor field appears. Click Edit and select a Vendor; then click Save to close the chooser.	Default = cleared
   Active	Identifies whether this person's status is currently active. If this check box is cleared, no timecards will be generated for this individual, regardless of any timecarding settings.	Default = selected
   IT Staff Member	Identifies this person as an IT staff member If you clear this check box, the window becomes a New Client window.	Default = selected
   Planned IT Staff Member	Identifies this person's position as planned, for budgeting purposes, but not yet hired. If this check box is selected, no timecards will be generated for this individual, regardless of any timecarding settings.	Default = cleared
   Primary Organizational Unit	Establishes a relationship between this IT staff member and the organizational unit you select.
   Job Category Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Links this IT staff member with a job classification that is used in the BMC Demand and Resource Management module.
   Site	Identifies the location at which this IT staff member works. Seeing a distribution of your IT staff across IT department, site, IT group, job function, and contractor metrics enables you to manage your valuable IT human resources effectively.	Americas Asia Pacific Japan
   IT Function	Identifies the IT function within the organizational unit selected above in which this IT staff member works.	Application Data Center Desktop Computing Network Operations
   Job Function	Identifies the IT functional job category of this IT staff member.	Architect Development Sustaining Operations
   Organizational Units Supported	Establishes a relationship between this IT staff member and each organizational unit you select. Capturing the relationships between IT staff and the organizational units they support enables you to align resources across the enterprise in concert with business priorities.
   Work Days Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Specifies the days that this IT staff member works. If you select Use Custom in the Work Week Definition field, check boxes for the days of the week become available.
   Work Week Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Specifies the number of hours per week that this IT staff member works.
   Project Availability Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Specifies the number of hours per week that this IT staff member is available to work on projects.
   Minimum Work Week Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Specifies the minimum number of hours per week that this IT staff member can submit on a timecard.
   Maximum Work Week Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Specifies the maximum number of hours per week that this IT staff member can submit on a timecard.
   Timecarding Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Enables the timecarding feature. If timecarding is selected: * Timecards will be created for this IT staff member, if timecarding has been enabled globally by an administrator-level user. * The My Timecards link will appear on the left navigation bar of this IT staff member's user interface. * The Timecard Approval field appears with three option buttons.	Default = cleared
   Timecard Only User Warning Note This field appears in the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Specifies that this IT staff member can access only timecarding in the BMC IT Business Management Suite.
   Timecard Approval Warning Note This field appears on the IT Staff Member window only if your IT organization has access to the BMC Demand and Resource Management module.	Appears only if timecarding is selected. Specifies the individual who approves this IT staff member's timecard. * If you select Manager (the default value), the Manager field on this window becomes a required field. * If you select No Approval Required, the timecards submitted by this IT staff member appear automatically as approved. * If you select Specify Approver, the required Timecard Approver field appears. Click Edit and select the approver. Make sure that the person you select has appropriate permissions (usually, it is ITBM Client User or ITBM Administrator permission.) Click Save to close the chooser.
   Access Restrictions	Specifies the access groups or organizational units for which this IT person has data access. For more information about  access restrictions, see Data-access-restrictions.

3. Click Save to save your changes and exit the Edit IT Staff Member window.