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📂 Menu—PERSONNEL

Overview

On the left side of the dashboard, you will find the Personnel section, displayed as a vertical navigation menu. By default, each module displays up to seven entries when you open it. If there are more than seven items available, you can also modify the number of displayed entries according to your preferences.

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Why it matters

The modules within the Personnel section play a critical role in ensuring that employees are properly trained, qualified, and aligned with organizational and regulatory requirements.

Together, these tools make the Personnel section a vital component of the platform, helping your organization maintain accountability, reduce compliance risks, and support a strong culture of safety and responsibility.

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MODULES INVOLVED

Employee

Overview

💡This section is only available to the Manager profile💡

The View Employee section is structured to document and track employee training and related information:

  • Employee – Name of the employee
  • Emp. ID – Unique identification number for the employee
  • Department – The department or team the employee belongs to
  • Required Training – Trainings or certifications the employee must complete
  • Completed By – The individual who recorded or verified training completion
  • Status – Current status of the training (e.g., completed, pending, overdue)
  • Comments – Additional notes or observations regarding the employee’s training
  • Details – Further information or supporting documentation

This section centralizes employee training records for clarity, compliance, and easy reference.

Why it matters

It ensures employees are properly trained, supports regulatory and safety compliance, improves workforce competency, and helps track and manage ongoing employee development.

Step-by-step actions

1 — Open the Personnel Section

From the left-side dashboard menu, click on the Personnel section to access personnel-related modules.

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2 — Select “Employee”

Within the Personnel section, select Employee to view existing employee records.

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3 — Create Employee

Click the purple “Create Employee” button located at the top left of the page.

A form will open where you can:

  • Select the Location
  • Enter the Employee Name
  • Enter the Employee ID
  • Enter the Employee Phone
  • Select the Start Date
  • Select the End Date
  • Select the Department
  • Select the Required Training
  • Enter Comments
  • Select the Status

Once completed, click Submit to create the employee record.

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4 — View Required Training

Click the green “View Required Training” button.

This displays the list of required training records.

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5 — Modify or Delete Required Training

To update an existing required training record, click the green pen icon next to the record.

To delete a required training record, click the red trash can icon.

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6 — Create Required Training

Click the purple “Create Required Training” button.

A form will open where you can:

  • Select the Location
  • Enter the Required Training

Click Submit to save the required training.

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Training

Overview

💡This section is only available to the Manager profile💡

The Training section is structured to document and manage training sessions within the organization:

  • Training Title – Name of the training program or session
  • Description – Overview or objectives of the training
  • Trainer – Individual responsible for delivering the training
  • Trainees – Employees or participants attending the training
  • Frequency – How often the training is conducted (e.g., annual, quarterly)
  • Completed By – The person who recorded or verified completion of the training
  • Comments – Additional observations or notes regarding the training
  • Documents – Supporting materials, manuals, or resources
  • QR Code – Optional QR code for quick access to training records or materials

This section centralizes training records to ensure consistency, traceability, and easy access to information.

Why it matters

It ensures employees receive required training, supports regulatory compliance, enhances workforce competency, and provides a clear record for audits and management oversight.

Step-by-step actions

1 — Open the Personnel Section

From the left-side dashboard menu, click on the Personnel section to access personnel-related modules.

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2 — Select “Training”

Within the Personnel section, select Training to view existing training records.

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3 — Modify or Delete Training Records

To update an existing training record, click the green pen icon next to the record.

To delete a training record, click the red trash can icon.

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4 — Create Training

Click the purple “Create Training” button.

A form will open where you can:

  • Select the Location
  • Select the Date
  • Select the Trainer
  • Enter the Training Title
  • Select the Trainees
  • Enter the Description
  • Enter Comments
  • Select the Task Frequency
  • Attach a Training Document

Once completed, click Submit to create the training record.

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5 — View Training Questionnaire

Click the green “View Training Questionnaire” button.

This displays the list of training questionnaires.

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6 — Modify or Delete Training Questionnaires

To update an existing questionnaire, click the green pen icon next to the questionnaire.

To delete a questionnaire, click the red trash can icon.

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7 — Create Training Questionnaire

Click the purple “Create Questionnaire” button.

A form will open where you can:

  • Select the Location
  • Select the Training Title
  • Enter the Question
  • Enter up to four (4) answer options
  • Select the Correct Answer

Click Submit to save the questionnaire.

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Visitor

Overview

💡This section is only available to the Manager profile and Supervisor Profile💡

The Visitor section is structured to document and manage all visitors entering the facility:

  • In Time – The time the visitor enters the facility
  • Out Time – The time the visitor leaves the facility
  • Visitor Name – Name of the visitor
  • Visitor Number – Unique identification or badge number
  • Visitor Type – Category of visitor (e.g., contractor, auditor, guest)
  • Employee – Employee hosting or responsible for the visitor
  • Questionnaire – Any pre-entry or health/safety questionnaire completed
  • Completed By – The individual who recorded the visitor’s information
  • Comments – Additional notes, observations, or instructions

This section centralizes visitor records for traceability and security.

Why it matters

It ensures proper monitoring and control of facility access, supports health, safety, and security protocols, and provides documentation for audits or incident investigations.

Step-by-step actions

1 — Open the Personnel Section

From the left-side dashboard menu, click on the Personnel section to access personnel-related modules.

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2 — Select “Visitor”

Within the Personnel section, select Visitor to view existing visitor records.

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3 — Modify or Delete Visitor Records

To update an existing visitor record, click the green pen icon next to the record.

To delete a visitor record, click the red trash can icon.

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4 — Create Visitor

Click the purple “Create Visitor” button.

A form will open where you can:

  • Select the Location
  • Select the Visitor Type
  • Enter the Visitor Name
  • Select the Employee
  • Select the Date
  • Enter the In Time
  • Enter the Out Time
  • Select the Visitor Questionnaire
  • Enter Comments

Once completed, click Submit to create the visitor record.

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5 — View Visitor Questionnaire

Click the green “View Questionnaire” button.

This displays the list of visitor questionnaires.

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6 — Modify or Delete Visitor Questionnaires

To update an existing questionnaire, click the green pen icon next to the questionnaire.

To delete a questionnaire, click the red trash can icon.

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7 — Create Visitor Questionnaire

Click the purple “Create Questionnaire” button.

A form will open where you can:

  • Select the Location
  • Enter the Visitor Questionnaire Name

Click Submit to save the questionnaire.

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GMP Inspection

Overview

💡This section is only available to the Manager profile and Supervisor Profile💡

The Approve GMP Inspection Checklist section is structured to document and formally approve inspections conducted to verify Good Manufacturing Practices (GMP):

  • Location – The facility or area where the GMP inspection was conducted
  • Time – The date and time of the inspection
  • Description – Details of the inspection findings and observations
  • Completed By – The individual who performed or recorded the inspection
  • Approved By – The person responsible for reviewing and approving the inspection results
  • Approval Date – The date the inspection was formally approved
  • Comments – Additional notes, observations, or required corrective actions

This section centralizes GMP inspection approvals for consistency and traceability.

Why it matters

It ensures compliance with GMP standards, identifies areas for corrective action, supports quality assurance, and helps maintain safe and consistent manufacturing processes.

Step-by-step actions

1 — Open the Personnel Section

From the left-side dashboard menu, click on the Personnel section to access personnel-related modules.

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2 — Select “GMP Inspection”

Within the Personnel section, select GMP Inspection to view existing GMP inspection records.

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3 — View GMP Inspection Checklist

Click the purple “GMP Inspection Checklist” button.

This displays the list of GMP inspection checklist items.

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4 — Modify or Delete GMP Inspection Checklist Items

To update an existing checklist item, click the green pen icon next to the item.

To delete a checklist item, click the red trash can icon.

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5 — Create GMP Inspection Items

Click the purple “Create GMP Inspection Items” button.

A form will open where you can:

  • Select the Location
  • Select the Room
  • Add a Checklist Item
  • Select the Task Frequency
    • or

  • Upload an XLSX file

Once completed, click Submit to save the GMP inspection items.

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