Difference between revisions of "How do I produce a handover diary?"
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== Summary == | == Summary == | ||
This article explains how to print an employee diary to show their handover appointments. | This article explains how to print an employee diary to show their handover appointments. | ||
| − | == More | + | == More Information == |
| − | Go to {{Menu|{{PP}}|Personnel Planning Report Generator}} | + | {{Units}} |
| + | Go to {{Menu|{{PP}}|Personnel Planning Report Generator}}. | ||
* Enter {{DataValue|Diary}} and click {{Button|Search}}. | * Enter {{DataValue|Diary}} and click {{Button|Search}}. | ||
| − | There are a couple of options depending on the amount of detail you need to see. If you require a more specific report please {{SupportContact}} to discuss your requirements. | + | There are a couple of options depending on the amount of detail you need to see. If you require a more specific report, please {{SupportContact}} to discuss your requirements. |
=== Diary by Appointment Type === | === Diary by Appointment Type === | ||
* Select the {{DataValue|DIC}} report and click {{Button|Start}}. | * Select the {{DataValue|DIC}} report and click {{Button|Start}}. | ||
* Complete the ranges including selecting the {{DataPrompt|Appointment Type}} of {{DataValue|HAN - Handover}}. | * Complete the ranges including selecting the {{DataPrompt|Appointment Type}} of {{DataValue|HAN - Handover}}. | ||
| − | * Click {{Button|Start}}. | + | * Click {{Button|Start}}. |
| − | * | + | * Press {{KeyPress|F2}} to print the report or {{KeyPress|C-P}} to output the results to Excel. |
=== Employee's Diary - Detailed === | === Employee's Diary - Detailed === | ||
* Select the {{DataValue|DIB}} report and click {{Button|Start}}. | * Select the {{DataValue|DIB}} report and click {{Button|Start}}. | ||
* Complete the ranges. | * Complete the ranges. | ||
| − | * Click {{Button|Start}}. | + | * Click {{Button|Start}}. |
| − | * | + | * Press {{KeyPress|F2}} to print the report or {{KeyPress|C-P}} to output the results to Excel. |
== See also == | == See also == | ||
| Line 28: | Line 27: | ||
{{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, handover, ready, criteria, task, unit sale, order, invoice, sell, sales}} | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, handover, ready, criteria, task, unit sale, order, invoice, sell, sales}} | ||
| − | {{KB_VS}} | + | {{How}}{{KB_VS}} |
{{KB_Ref|RP71, VS06}} | {{KB_Ref|RP71, VS06}} | ||
Latest revision as of 16:56, 7 July 2021
Contents
Summary
This article explains how to print an employee diary to show their handover appointments.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Personnel Planning Personnel Planning Report Generator".
- Enter 'Diary' and click [Search].
There are a couple of options depending on the amount of detail you need to see. If you require a more specific report, please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page to discuss your requirements.
Diary by Appointment Type
- Select the 'DIC' report and click [Start].
- Complete the ranges including selecting the "Appointment Type" of 'HAN - Handover'.
- Click [Start].
- Press <F2> to print the report or <Ctrl+P> to output the results to Excel.
Employee's Diary - Detailed
- Select the 'DIB' report and click [Start].
- Complete the ranges.
- Click [Start].
- Press <F2> to print the report or <Ctrl+P> to output the results to Excel.
See also
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Tags
RP71, VS06
