Difference between revisions of "27 Follow Ups"
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Simon Clive (Talk | contribs) (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...") |
Simon Clive (Talk | contribs) |
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| − | Follow | + | '''Follow Ups''' |
| − | Can you enter a follow-up for another employee? | + | Can you enter a follow-up for another employee? |
| − | Creating an | + | 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.''' |
| − | + | ||
| − | A | + | |
| − | + | *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 | |
| − | Select a Repair | + | *This follow up will now appear in the selected employees '''Follow Up''' list for the date selected. |
| − | + | ||
| − | Select the last existing Follow | + | |
| − | Enter the | + | |
| − | + | ||
| − | This follow up will now appear in the selected employees | + | |
Revision as of 13:13, 21 October 2011
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.
- 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.
