19 Appointments - Revision history

Simon@erpoz.com: /* Overview */

2014-12-08T00:07:16Z

‎Overview

BethD at 14:28, 4 December 2014

2014-12-04T14:28:14Z

BethD at 08:56, 4 December 2014

2014-12-04T08:56:05Z

Simon@erpoz.com: /* Overview */

2014-12-03T01:30:28Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-11-14T03:12:27Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-11-12T02:00:24Z

‎Overview

Simon Clive at 01:21, 23 September 2011

2011-09-23T01:21:03Z

Simon Clive at 23:17, 8 September 2011

2011-09-08T23:17:00Z

Simon Clive at 05:30, 29 June 2011

2011-06-29T05:30:56Z

Simon Clive at 05:30, 29 June 2011

2011-06-29T05:30:29Z

@@ Line 73: / Line 73: @@
 .[ ] Itinerary Equipment - Where can you see what equipment has been worked on?
 .[ ] Feedback Report - Where can you see the appointment Notes and Feedback?
 .[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar?
 .[ ] Customer Support - How to Add a Customer to the Customers on Support List?
 .[ ] Open Log via Date - When you drill down on the Active Until date which form opens?
 .[ ] Open Customer - When you drill down on the customer name which form opens?
 .[ ] Team Viewer Link - Can you load Teamviewer directly from the support log?
 .[ ] Public Holidays- Where can you configure what public holidays are coming?
 <br>
 Notes: Are there any aspects in this area that more training would be useful?

@@ Line 18: / Line 18: @@
 [[16 Itinerary Equipment]]
 [[17 Feedback Report]]
-[[18 Customer Support]]
+[[18 Google Calendar]]
-[[19 Open Log via Date]]
+[[19 Customer Support]]
-[[20 Open Customer]]
+[[20 Open Log via Date]]
-[[21 Team Viewer Link]]
+[[21 Open Customer]]
-[[22 Public Holidays]]
+[[22 Team Viewer Link]]
 </menu>

@@ Line 1: / Line 1: @@
 <menu align="center" name="myMenu">
 Answers=
-[[1 Creating Appointments]]
+[[1 Reps]]
-[[2 Reps]]
+[[2 Creating a Rep]]
-[[3 Creating a Rep]]
+[[3 Charging Rates]]
-[[4 Charging Rates]]
+[[4 New Appointments]]
-[[5 New Appointments]]
+[[5 Selecting Services]]
-[[6 Selecting Services]]
+[[6 Time Increments]]
-[[7 Time Increments]]
+[[7 Customise Screen]]
-[[8 Customise Screen]]
+[[8 Week and Month]]
-[[9 Week and Month]]
+[[9 Roster Link]]
-[[10 Roster Link]]
+[[10 Creating Services]]
-[[11 Creating Services]]
+[[11 Itinerary]]
-[[12 Itinerary]]
+[[12 Leads Link]]
-[[13 Support Logs]]
+[[13 Workshop Link]]
-[[14 Open Log via Date]]
+[[14 Timesheet Feed]]
-[[15 Open Customer]]
+[[15 Auto Load Hours]]
-[[16 Show in Log]]
+[[16 Itinerary Equipment]]
-[[17 Teamviewer]]
+[[17 Feedback Report]]
-[[18 Public Holidays]]
+[[18 Customer Support]]
+[[19 Open Log via Date]]
 </menu>

@@ Line 49: / Line 49: @@
 . [ ] Time Increments - How do you change the time increments displayed on the main calender screen?
-. [ ] Customise Screen - How do you change who is displayed on the main calender screen?
+. [ ] Customise Screen - How do you add Reps and multiple Time Zones to the Main Calendar?
 . [ ] Week and Month - Can you change the view to display week or Month?

@@ Line 53: / Line 53: @@
 . [ ] Week and Month - Can you change the view to display week or Month?
-.[ ] Roster Link - Why would you use the employee roster to allocate your availability?
+. [ ] Roster Link - Why would you use the employee roster to allocate your availability?
 .[ ] Creating Services - Can you add a service charge?
@@ Line 67: / Line 67: @@
 .[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment?
 .[ ] Itinerary Equipment - Where can you see what equipment has been worked on?
-.[ ] Support Logs - How to Add a Customer to the Support List?
+.[ ] Feedback Report - Where can you see the appointment Notes and Feedback?
-.[ ] Open Log via Date - When you drill down on the date which form opens?
+.[ ] Google Calendar - Do you know how to synch Appointments to Google Calendar?
-.[ ] Open Customer - When you drill down on the customer name which form opens?
+.[ ] Customer Support - How to Add a Customer to the Customers on Support List?
-.[ ] Show in Log - Where can you configure a Customer to be available in the Support List?
+.[ ] Open Log via Date - When you drill down on the Active Until date which form opens?
-.[ ] Teamviewer Link - Can you load Teamviewer directly from the support log?
+.[ ] Open Customer - When you drill down on the customer name which form opens?
 .[ ] Public Holidays- Where can you configure what public holidays are coming?
@@ Line 83: / Line 85: @@
 <br>
 Notes: Are there any aspects in this area that more training would be useful?
-−
-_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

@@ Line 35: / Line 35: @@
 Trainee to complete: Please tick
-. [ ] Creating Appointments - Can you create a New Appointment from the Main Calendar?
+. [ ] Creating Reps - How do you create a Rep?
-. [ ] Reps - How do you display employees on the calender?
+. [ ] Charging Rates - Can you set-up service charges?
-. [ ] Creating Reps - How do you create a Rep?
+. [ ] New Appointment - Can you create a New Appointment from the Main Calendar?
-. [ ] Charging Rates - Can you set-up service charges?
+. [ ] Selecting Services - Can you add a charge to the appointment?
-. [ ] New Appointment - Can you create a New Appointment from the Main Calendar?
+. [ ] Time Increments - How do you change the time increments displayed on the main calender screen?
-. [ ] Selecting Services - Can you add a charge to the appointment?
+. [ ] Customise Screen - How do you change who is displayed on the main calender screen?
-. [ ] Time Increments - How do you change the times displayed on the main calender screen?
+. [ ] Week and Month - Can you change the view to display week or Month?
-. [ ] Customise Screen - How do you change who is displayed on the main calender screen?
+.[ ] Roster Link - Why would you use the employee roster to allocate your availability?
-. [ ] Week and Month - Can you change the view to display week or Month?
+.[ ] Creating Services - Can you add a service charge?
-.[ ] Roster Link - Why would you use the employee roster to allocate your availability?
+.[ ] Itinerary - Has printing an itinerary and appointments been explained in Print Appointments?
-.[ ] Creating Services - Can you add a service charge?
+.[ ] Leads Link - Can you create a New Appointment from the Leads screen?
-.[ ] Itinerary - Has printing an itinerary and appointments been explained in Print Appointments?
+.[ ] Workshop Link - Can you create a New Appointment from the Repairs screen?
-.[ ] Leads Link - Can you create a New Appointment from the Leads screen?
+.[ ] Timesheet Feed - Can you load times from an appointment to a Repairs?
-.[ ] Workshop Link - Can you create a New Appointment from the Repairs screen?
+.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment?
-.[ ] Timesheet Feed - Can you load times from an appointment to a Repairs?
+.[ ] Itinerary Equipment - Where can you see what equipment has been worked on?
-.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment?
+.[ ] Support Logs - How to Add a Customer to the Support List?
-.[ ] Itinerary Equipment - Where can you see what equipment has been worked on?
+.[ ] Open Log via Date - When you drill down on the date which form opens?
-.[ ] Support Logs - How to Add a Customer to the Support List?
+.[ ] Open Customer - When you drill down on the customer name which form opens?
-.[ ] Open Log via Date - When you drill down on the date which form opens?
+.[ ] Show in Log - Where can you configure a Customer to be available in the Support List?
-.[ ] Open Customer - When you drill down on the customer name which form opens?
+.[ ] Logmein Link - Can you load Teamviewer directly from the support log?
-−
-.[ ] Show in Log - Where can you configure a Customer to be available in the Support List?
-−
-.[ ] Logmein Link - Can you load logmenin directly from the support log?
-−
-.[ ] Public Holidays- Where can you configure what public holidays are coming?
 Notes: Are there any aspects in this area that more training would be useful?
 _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

← Older revision		Revision as of 05:30, 29 June 2011
Line 23:		Line 23:
	</menu>		</menu>

−	== Overview ==	+	== Overview ==
		+
		+
		+	Appointments Training
		+
		+
		+
		+	Company:___________________________ Signed:____________________________
		+
		+	Name:___________________ Position:______________ Date: _____________
		+
		+	Trainee to complete: Please tick
		+
		+	1. [ ] Creating Appointments
		+	Can you create a New Appointment from the Main Calendar?
		+
		+	2. [ ] Reps
		+	How do you display employees on the calender?
		+
		+	3. [ ] Creating Reps
		+	How do you create a Rep?
		+
		+	4. [ ] Charging Rates
		+	Can you set-up service charges?
		+
		+	5. [ ] New Appointment
		+	Can you create a New Appointment from the Main Calendar?
		+
		+	6. [ ] Selecting Services
		+	Can you add a charge to the appointment?
		+
		+	7. [ ] Time Increments
		+	How do you change the times displayed on the main calender screen?
		+
		+	8. [ ] Customise Screen
		+	How do you change who is displayed on the main calender screen?
		+
		+	9. [ ] Week and Month
		+	Can you change the view to display week or Month?
		+
		+	10.[ ] Roster Link
		+	Why would you use the employee roster to allocate your availability?
		+
		+	11.[ ] Creating Services
		+	Can you add a service charge?
		+
		+	12.[ ] Itinerary
		+	Has printing an itinerary and appointments been explained in Print Appointments?
		+
		+	13.[ ] Leads Link
		+	Can you create a New Appointment from the Leads screen?
		+
		+	14.[ ] Workshop Link
		+	Can you create a New Appointment from the Repairs screen?
		+
		+	15.[ ] Timesheet Feed
		+	Can you load times from an appointment to a Repairs?
		+
		+	16.[ ] Auto Load Hours
		+	What preference do you need to auto load actual times to an appointment?
		+
		+	17.[ ] Itinerary Equipment
		+	Where can you see what equipment has been worked on?
		+
		+	18.[ ] Support Logs
		+	How to Add a Customer to the Support List?
		+
		+	19.[ ] Open Log via Date
		+	When you drill down on the date which form opens?
		+
		+	20.[ ] Open Customer
		+	When you drill down on the customer name which form opens?
		+
		+	21.[ ] Show in Log
		+	Where can you configure a Customer to be available in the Support List?
		+
		+	22.[ ] Logmein Link
		+	Can you load logmenin directly from the support log?
		+
		+	23.[ ] Public Holidays
		+	Where can you configure what public holidays are coming?
		+
		+	Notes:
		+	Are there any aspects in this area that more training would be useful?
		+
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________