How do I produce a handover diary?

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].
• Once on screen 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].
• Once on screen press <F2> to print the report or <Ctrl+P> to output the results to Excel.

See also

• Handing over a unit
• How do I create or amend tasks to be done for a unit handover?
• Selling a unit

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Keywords AND Misspellings

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

Tags

RP71, VS06