Getting started - Personnel Planning
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Revision as of 09:24, 11 December 2018 by Les Ward (talk | contribs) (Les Ward moved page Getting Started - Personnel Planning to Getting started - Personnel Planning: Lower case (except for Platinum menu options))
Contents
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.
Tasks Outstanding
- 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?.
Logging Contacts Against Tasks
- 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
- 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.
- To repeat an appointment, see How do I Repeat an Appointment?.
See also
- How do I Create a New Task in Tasks Outstanding?
- How do I View and Edit Existing Tasks in Personnel Planning?
- 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?
