Difference between revisions of "19 Appointments"
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| − | == 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? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 16:30, 29 June 2011
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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
