Difference between revisions of "19 Appointments"

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Revision as of 10:17, 9 September 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?

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