Set up personnel and Field IDs

Assign personnel roles and choose a consistent specimen numbering convention.

Steps

1. On the project dashboard, select Add personnel and choose an existing person or create a record.
2. Assign Cataloger, Preparator only, Determiner only, or None according to the person’s work. A Cataloger role cannot be changed after creation.
3. For personnel Field IDs, give eligible Catalogers initials, field registration, and a current personal field number. Coordinate initials and number ranges across devices.
4. For project Field IDs, configure the prefix, current catalog number, suffix, and auto-increment in Setup NAHPU > Identifiers or the specimen Field ID settings. This mode does not use the Cataloger’s personal number.
5. Check the generated identifier against the intended label before collecting. The project catalog number is not the project UUID; changing a prefix or suffix affects displayed project IDs.

Learn more

• Personnel
• Settings