Difference between revisions of "27 Follow Ups"
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| − | '''Follow Ups''' | + | '''Follow Ups''' |
Can you enter a follow-up for another employee? | 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. | + | 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 |
| + | *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 | *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. | *This follow up will now appear in the selected employees '''Follow Up''' list for the date selected. | ||
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.
