Difference between revisions of "Getting started - Personnel Planning"

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(Tasks Outstanding)
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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.
 
* 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 ===

Revision as of 12:38, 11 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