Getting started - Personnel Planning
From Catalyst Knowledge Base
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Summary
The following article explains how to get started with Personnel Planning.
More Information
Overview
This module allows you to create to-do lists (or "Tasks") for staff, and run an appointments diary on the system as well.
Configuration
- See How do I set up a new user? for how to create your employees as users in Platinum. You may create non-active users to allow you to keep general task lists for teams e.g. SAL - Sales Team, ADM - Admin team, whilst also creating specific users for employees who will be logging into Platinum.
- See How do I Set up Task Types? and How do I Set up a Task Status? to configure your Tasks Outstanding system.
- See How do I set up appointment types? and How do I set up an appointment status? to configure your Diary system.
- See Handing over a unit if you wish to use the Personnel Planning diary when booking unit handover appointments.
Tasks Outstanding
- See How do I Create a New Task in Tasks Outstanding? for details on how to create a new task.
- For details on how to amend existing tasks, see How do I View and Edit Existing Tasks in Personnel Planning?.
- See How do I Record a Contact Against a Customer/Supplier? for details on how to log a contact via the CRM system.
Diary Entries
- See How do I create a diary appointment? for details on how to create a new diary appointment.
- See How do I share an appointment? for details on how to share an appointment.
- To repeat an appointment, see How do I repeat an appointment?.
See also
