Today we've upgraded all user accounts to include an Address Book to store the shared contact details of personnel from the resources that work with your organization and the companies that service you. Track involvement of these personnel at events, training exercises, and incidents. Store phone numbers, email addresses, and contact notes against their online profile so their details are never far away when you're in the field.
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Having the names and contact details of the personnel and employees of the companies and resources you work with always to hand is very important. We've designed the [D4H] Address Book to give you a central location to store & retrieve information.
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Shared Address Book
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Your Address Book is shared amongst all members, so when anyone on your team with permission to edit data adds a new contact, you'll all benefit from it. We automatically list all resources within your account, allowing you to add personnel to them. We've also added a new entity called a Company which allows for things like 3rd party suppliers, maintenance and servicing staff to be recorded without them being listed as resources.
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Search & Filter Contacts
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You'll quickly discover our alphabetical listing of contacts and notice that we automatically import all your members past & present so you can quickly include them in a search for a name or number. Use the filter box on the top left to very quickly shortlist the results presented to you.
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Contact Details
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Each contact may be a member of one or more companies / resources for which you can add contact details. Contact details include email, phone numbers, contact notes, position held, etc. You can click through to the profile from anywhere you list the member, including as involved at an activity.
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Track Event, Incident, and Exercise Involvement
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You'll find a new section on the resources module of the incident, exercise, and event report forms for personnel. Use the drop-down to select the personnel who attended from the resource. You may also quickly create a new contact by pressing that button. Click on the name on the left in yellow to add contact details and quick-edit their profile. In the large text box, you can note their involvement in the activity.
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Query Involvement Data
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We've built-in a tool, click [View All Involvement], so you can see their involvement with your team between the date ranges and tags you wish to query. This will allow you do things like see when a certain person last visited, serviced, or inspected something for you - or maybe the last time they were on an incident with you.
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The Future
At present, all contact details are shared with your entire team and we'd like feedback on how you'd like to permission this data e.g. restrict member access. We hope to be able to let you create Contact Lists in the future allowing you to send SMS / Emails etc. at these sender groups. We'd also like to see some sync functionality to handsets and other devices.
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How Do Get Started?
If you have an account, it's already live - enjoy! You'll find this feature in [Planning] -> [Address Book], we've switched in on by default for you. You may switch off the Address Book module within your [Team Settings] if you do not wish to use it.
If you do not have a Decisions [D4H] account you should download a free information pack.