Difference between revisions of "Getting started - Personnel Planning"

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=== Overview ===
 
=== Overview ===
 
This module allows you to create to-do lists (or {{DataPrompt|Tasks}}) for staff, and run an appointments diary on the system as well.
 
This module allows you to create to-do lists (or {{DataPrompt|Tasks}}) for staff, and run an appointments diary on the system as well.
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=== Configuration ===
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* See [[How do I set up a new user?]] for how to create your employees as users in Platinum. You may create non-active users to allow you to keep general task lists for teams e.g. SAL - Sales Team, ADM - Admin team, whilst also creating specific users for employees who will be logging into Platinum.
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* See [[How do I Set up Task Types?]] and [[How do I Set up a Task Status?]] to configure your Tasks Outstanding system.
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* See [[How do I set up appointment types?]] and [[How do I set up an appointment status?]] to configure your Diary system.
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* See [[Handing over a unit]] if you wish to use the Personnel Planning diary when booking unit handover appointments.
  
 
=== Tasks Outstanding ===
 
=== Tasks Outstanding ===
*See [[How do I Create a New Task in Tasks Outstanding?]] for details on how to create a new task.
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* See [[How do I Create a New Task in Tasks Outstanding?]] for details on how to create a new task.
  
*For details on how to amend existing tasks, see [[How do I View and Edit Existing Tasks in Personnel Planning?]].
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* For details on how to amend existing tasks, see [[How do I View and Edit Existing Tasks in Personnel Planning?]].
  
== Logging Contacts Against Tasks ==
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* See [[How do I Record a Contact Against a Customer/Supplier?]] for details on how to log a contact via the [[How do I call up the CRM?|CRM]] system.
* See [[How do I Record a Contact Against a Customer/Supplier?]] for details on how to log a contact against the customers task.
 
  
 
=== Diary Entries ===
 
=== Diary Entries ===
*See [[How do I Create a Diary Appointment?]] for details on how to create a new diary appointment.
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* See [[How do I create a diary appointment?]] for details on how to create a new diary appointment.
  
*See [[How do I Share an Appointment?]] for details on how to share an appointment.
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* See [[How do I share an appointment?]] for details on how to share an appointment.
  
*To repeat an appointment, see [[How do I Repeat an Appointment?]].
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* To repeat an appointment, see [[How do I repeat an appointment?]].
  
== See Also ==
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== See also ==
* [[How do I Create a New Task in Tasks Outstanding?]]
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* [[How do I set an employee's working hours?]]
* [[How do I View and Edit Existing Tasks in Personnel Planning?]]
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* [[Handing over a unit|Unit Handover Appointments]]
* [[How do I Create a Diary Appointment?]]
 
* [[How do I Share an Appointment?]]
 
* [[How do I Repeat an Appointment?]]
 
* [[How do I Record a Contact Against a Customer/Supplier?]]
 
  
{{KB_Tags|Get, start, Getting, Started, Getting Started, personnel, personnel planning, diary, tasks, to-do lists}}
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{{KB_Tags|get, start, getting, started, getting started, personnel, personnel planning, diary, tasks, to-do lists}}
{{KB_PP}} {{GStart}}
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{{GStart}}{{KB_PP}}

Latest revision as of 05:29, 12 October 2021

Summary

The following article explains how to get started with Personnel Planning.

More Information

Overview

This module allows you to create to-do lists (or "Tasks") for staff, and run an appointments diary on the system as well.

Configuration

  • See How do I set up a new user? for how to create your employees as users in Platinum. You may create non-active users to allow you to keep general task lists for teams e.g. SAL - Sales Team, ADM - Admin team, whilst also creating specific users for employees who will be logging into Platinum.
  • See Handing over a unit if you wish to use the Personnel Planning diary when booking unit handover appointments.

Tasks Outstanding

Diary Entries

See also


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Keywords AND Misspellings
get, start, getting, started, getting started, personnel, personnel planning, diary, tasks, to-do lists