Difference between revisions of "19 Appointments"
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Trainee to complete: Please tick | Trainee to complete: Please tick | ||
| + | <br> | ||
| + | 1. [ ] Reps - How do you display employees on the calender? | ||
| − | + | 2. [ ] Creating Reps - How do you create a Rep? | |
| − | + | 3. [ ] Charging Rates - Can you set-up service charges? | |
| − | + | 4. [ ] New Appointment - Can you create a New Appointment from the Main Calendar? | |
| − | + | 5. [ ] Selecting Services - Can you add a charge to the appointment? | |
| − | + | 6. [ ] Time Increments - How do you change the time increments displayed on the main calender screen? | |
| − | + | 7. [ ] Customise Screen - How do you change who is displayed on the main calender screen? | |
| − | + | 8. [ ] Week and Month - Can you change the view to display week or Month? | |
| − | + | 9.[ ] Roster Link - Why would you use the employee roster to allocate your availability? | |
| − | + | 10.[ ] Creating Services - Can you add a service charge? | |
| − | + | 11.[ ] Itinerary - Has printing an itinerary and appointments been explained in Print Appointments? | |
| − | + | 12.[ ] Leads Link - Can you create a New Appointment from the Leads screen? | |
| − | + | 13.[ ] Workshop Link - Can you create a New Appointment from the Repairs screen? | |
| − | + | 14.[ ] Timesheet Feed - Can you load times from an appointment to a Repairs? | |
| − | + | 15.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment? | |
| − | + | 16.[ ] Itinerary Equipment - Where can you see what equipment has been worked on? | |
| − | + | 17.[ ] Support Logs - How to Add a Customer to the Support List? | |
| − | + | 18.[ ] Open Log via Date - When you drill down on the date which form opens? | |
| − | + | 19.[ ] Open Customer - When you drill down on the customer name which form opens? | |
| − | + | 20.[ ] Show in Log - Where can you configure a Customer to be available in the Support List? | |
| − | + | 21.[ ] Logmein Link - Can you load Teamviewer directly from the support log? | |
| − | + | ||
| − | 21 | + | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| + | 22.[ ] 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? | Notes: Are there any aspects in this area that more training would be useful? | ||
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 12:21, 23 September 2011
Overview
Appointments Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Reps - How do you display employees on the calender?
2. [ ] Creating Reps - How do you create a Rep?
3. [ ] Charging Rates - Can you set-up service charges?
4. [ ] New Appointment - Can you create a New Appointment from the Main Calendar?
5. [ ] Selecting Services - Can you add a charge to the appointment?
6. [ ] Time Increments - How do you change the time increments displayed on the main calender screen?
7. [ ] Customise Screen - How do you change who is displayed on the main calender screen?
8. [ ] Week and Month - Can you change the view to display week or Month?
9.[ ] Roster Link - Why would you use the employee roster to allocate your availability?
10.[ ] Creating Services - Can you add a service charge?
11.[ ] Itinerary - Has printing an itinerary and appointments been explained in Print Appointments?
12.[ ] Leads Link - Can you create a New Appointment from the Leads screen?
13.[ ] Workshop Link - Can you create a New Appointment from the Repairs screen?
14.[ ] Timesheet Feed - Can you load times from an appointment to a Repairs?
15.[ ] Auto Load Hours - What preference do you need to auto load actual times to an appointment?
16.[ ] Itinerary Equipment - Where can you see what equipment has been worked on?
17.[ ] Support Logs - How to Add a Customer to the Support List?
18.[ ] Open Log via Date - When you drill down on the date which form opens?
19.[ ] Open Customer - When you drill down on the customer name which form opens?
20.[ ] Show in Log - Where can you configure a Customer to be available in the Support List?
21.[ ] Logmein Link - Can you load Teamviewer directly from the support log?
22.[ ] 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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
