27 Follow Ups - Revision history

Mauzy at 12:49, 15 December 2014

2014-12-15T12:49:19Z

Simon Clive at 02:13, 21 October 2011

2011-10-21T02:13:42Z

Simon Clive at 02:13, 21 October 2011

2011-10-21T02:13:08Z

Simon Clive: Created page with "Follow-ups Can you enter a follow-up for another employee? Creating an appointment from the repairs screen updates both the repair and your calendar from a single point. A fo..."

2011-06-30T01:56:18Z

Created page with "Follow-ups Can you enter a follow-up for another employee? Creating an appointment from the repairs screen updates both the repair and your calendar from a single point. A fo..."

New page

Follow-ups

Can you enter a follow-up for another employee?

Creating an appointment from the repairs screen updates both the repair and your calendar from a single point. A
follow-up on the other hand does not create an appointment but adds a reminder to do something on a given date.
A follow-up consists of a date, notes (what needs doing) and an employee name. It can also be marked as Done.

How to add a follow-up for another employee.

Select Workshop tab
Select Repairs List button
Select a Repair
Select Follow Ups tab
Select the last existing Follow-up and use the down arrow on your keyboard to create a new entry
Enter the date to be followed up, the note on what needs to be followed up and the employee name

This follow up will now appear in the selected employees follow-up list for the date selected.

@@ Line 1: / Line 1: @@
-'''Follow Ups'''
+= Overview =
-Can you enter a follow-up for another employee?
+'''Follow-ups'''
-Creating an '''Appointment''' from the repairs screen updates both the repair and your calendar from a single point.
+'''Follow-ups - Can you enter a repair follow-up for another employee?'''
-A '''Follow Up''' on the other hand does not create an Appointment but adds a '''Reminder''' to do something on a given date. A '''Follow Up''' consists of a '''Date''', '''Notes''' and an '''Employee''' name. It can also be marked as '''Done.'''
+Make sure that the 'Preference' has been selected. Go to 'Utilities' module. Select 'Preferences', and then go to the tab 'Employee' and ensure all the relevant 'Days in Advance for Reminder to Appear' has been selected and a number for days has been entered in. Then from within the Repair Card select the 'Faults/F UP' button. Then on the left side is the follow up area where you can issue a 'Follow Up Date' followed by some 'Notes' and then select an 'Employee Name' to assign this follow up to.
-−
-*To add a '''Follow Up''' for another Employee select the '''Workshop''' Module and then the '''Repairs List''' button
-*Select a '''Repair''' and then the '''Notes''' tab
-*Select the last existing '''Follow Up''' and use the '''Down Arrow''' on your keyboard to create a new entry.
-*Enter the '''Date''' to be followed up, the '''Note''' on what needs to be followed up and the '''Employee''' name
-*This follow up will now appear in the selected employees '''Follow Up''' list for the date selected.

@@ Line 1: / Line 1: @@
 '''Follow Ups'''
 Can you enter a follow-up for another employee?
-Creating an '''Appointment''' from the repairs screen updates both the repair and your calendar from a single point. A '''Follow Up''' on the other hand does not create an Appointment but adds a '''Reminder''' to do something on a given date. A '''Follow Up''' consists of a '''Date''', '''Notes''' and an '''Employee''' name. It can also be marked as '''Done.'''
+Creating an '''Appointment''' from the repairs screen updates both the repair and your calendar from a single point.
-*To add a '''Follow Up''' for another Employee select the '''Workshop''' Module and then the '''Repairs List''' button
+A '''Follow Up''' on the other hand does not create an Appointment but adds a '''Reminder''' to do something on a given date. A '''Follow Up''' consists of a '''Date''', '''Notes''' and an '''Employee''' name. It can also be marked as '''Done.'''
 *Select a '''Repair''' and then the '''Notes''' tab
-*Select the last existing '''Follow Up''' and use the '''Down Arrow''' on your keyboard to create a new entry.
+*To add a '''Follow Up''' for another Employee select the '''Workshop''' Module and then the '''Repairs List''' button
 *Enter the '''Date''' to be followed up, the '''Note''' on what needs to be followed up and the '''Employee''' name
 *This follow up will now appear in the selected employees '''Follow Up''' list for the date selected.

@@ Line 1: / Line 1: @@
-Follow-ups
+'''Follow Ups'''
 Can you enter a follow-up for another employee?
-Creating an appointment from the repairs screen updates both the repair and your calendar from a single point. A
+Creating an '''Appointment''' from the repairs screen updates both the repair and your calendar from a single point. A '''Follow Up''' on the other hand does not create an Appointment but adds a '''Reminder''' to do something on a given date. A '''Follow Up''' consists of a '''Date''', '''Notes''' and an '''Employee''' name. It can also be marked as '''Done.'''
-follow-up on the other hand does not create an appointment but adds a reminder to do something on a given date.
-A follow-up consists of a date, notes (what needs doing) and an employee name.  It can also be marked as Done.
-How to add a follow-up for another employee.
+*To add a '''Follow Up''' for another Employee select the '''Workshop''' Module and then the '''Repairs List''' button
+*Select a '''Repair''' and then the '''Notes''' tab
-Select Workshop tab
+*Select the last existing '''Follow Up''' and use the '''Down Arrow''' on your keyboard to create a new entry.
-Select Repairs List button
+*Enter the '''Date''' to be followed up, the '''Note''' on what needs to be followed up and the '''Employee''' name
-Select a Repair
+*This follow up will now appear in the selected employees '''Follow Up''' list for the date selected.
-Select Follow Ups tab
-Select the last existing Follow-up and use the down arrow on your keyboard to create a new entry
-Enter the date to be followed up, the note on what needs to be followed up and the employee name
-−
-This follow up will now appear in the selected employees follow-up list for the date selected.