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(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...")
 
 
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Follow-ups
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= Overview =
  
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Can you enter a follow-up for another employee?
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'''Follow-ups'''
  
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Creating an appointment from the repairs screen updates both the repair and your calendar from a single point. A
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'''Follow-ups - Can you enter a repair follow-up for another employee?'''
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follow-up on the other hand does not create an appointment but adds a reminder to do something on a given date.
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A follow-up consists of a date, notes (what needs doing) and an employee name.  It can also be marked as Done.
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How to add a follow-up for another employee.
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Make sure that the 'Preference' has been selected. Go to 'Utilities' module. Select 'Preferences', and then go to the tab 'Employee' and ensure all the relevant 'Days in Advance for Reminder to Appear' has been selected and a number for days has been entered in. Then from within the Repair Card select the 'Faults/F UP' button. Then on the left side is the follow up area where you can issue a 'Follow Up Date' followed by some 'Notes' and then select an 'Employee Name' to assign this follow up to.
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Select Workshop tab
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Select Repairs List button
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Select a Repair
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Select Follow Ups tab
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Select the last existing Follow-up and use the down arrow on your keyboard to create a new entry
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Enter the date to be followed up, the note on what needs to be followed up and the employee name
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This follow up will now appear in the selected employees follow-up list for the date selected.
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Latest revision as of 23:49, 15 December 2014

Overview

Follow-ups

Follow-ups - Can you enter a repair follow-up for another employee?

Make sure that the 'Preference' has been selected. Go to 'Utilities' module. Select 'Preferences', and then go to the tab 'Employee' and ensure all the relevant 'Days in Advance for Reminder to Appear' has been selected and a number for days has been entered in. Then from within the Repair Card select the 'Faults/F UP' button. Then on the left side is the follow up area where you can issue a 'Follow Up Date' followed by some 'Notes' and then select an 'Employee Name' to assign this follow up to.

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