How do I deal with unit storage?
From Catalyst
Summary
The following article explains how to use Platinum to deal with Unit Storage.
More Information
The preferred way to deal with Unit Storage is by using the Personnel Planning Module. If you do not have this module please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
The basic concept here is to use the Personnel Planning Diary to log when a customer arrives or leaves site. This allows you to see at a glance who is on site.
Go to " Personnel Planning Diary Entries".
- Click [Add] to add a new diary entry.
- Enter your initials in the "Person" field.
- Enter the date the customer comes on to site in the "Date" field.
- Enter the time that the customer has arrived on site in the "Start time" field.
- Enter in the customer in the "Account" field.
- In the "Type" field, change the appointment type to 'SIT' - Customer on Site.
- In the "Notes:" field, type any relevant notes.
- Click [Done] and <Accept> to save the entry.
- When the customer leaves site, go back into the diary entry and in the "End Time:" enter the time that the customer leaves site.
See also
