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Difference between revisions of "27 Follow Ups"

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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.
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'''Follow-ups - Can you enter a repair follow-up for another employee?'''
  
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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.'''
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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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*To add a '''Follow Up''' for another Employee select the '''Workshop''' Module and then the '''Repairs List''' button  
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*Select a '''Repair''' and then the '''Notes''' 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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