Difference between revisions of "How do I Create a Contact Type?"
From Catalyst
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* Enter a {{DataPrompt|Employee Code}} of your choice and press {{Keypress|Enter}}. | * Enter a {{DataPrompt|Employee Code}} of your choice and press {{Keypress|Enter}}. | ||
* At this point press {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. | * At this point press {{Button|Add}} button or press {{KeyPress|F6}} to add a new {{DataPrompt|Task}}. | ||
| − | * Go to the {{ | + | * Go to the {{DataPrompt|Type}} Field and Press {{KeyPress|C-F1}}. |
* Here click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}. | * Here click the {{Button|Add}} button or press {{KeyPress|F6}} to create a new {{DataPrompt|Type}}. | ||
* Enter the new {{DataPrompt|Type}} code you require and press {{KeyPress|Enter}}. | * Enter the new {{DataPrompt|Type}} code you require and press {{KeyPress|Enter}}. | ||
| Line 15: | Line 15: | ||
{{Example|text={{DataValue|Urgent Must Be Done ASAP !!!!}}. | {{Example|text={{DataValue|Urgent Must Be Done ASAP !!!!}}. | ||
* There is also a {{DataValue|Colours}} section. This is optional but can be useful to make tasks stand out. Here you can set a {{DataPrompt|Text}} and {{DataPrompt|Background}} Colour. | * There is also a {{DataValue|Colours}} section. This is optional but can be useful to make tasks stand out. Here you can set a {{DataPrompt|Text}} and {{DataPrompt|Background}} Colour. | ||
| − | {{Example|text={{FontColour|black|Red|Urgent Must Be Done ASAP !!!!}}. | + | {{Example|text={{FontColour|black|Red|Urgent Must Be Done ASAP !!!!}}.}} |
* Finally press {{KeyPress|Esc}} and click {{Button|Accept}} or click {{Button|Done}} to save the details. | * Finally press {{KeyPress|Esc}} and click {{Button|Accept}} or click {{Button|Done}} to save the details. | ||
Revision as of 14:28, 19 August 2014
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Summary
This article explains how to create another Personnel Planning contact type.
More Information
Go to " Systems Personnel Planning Tasks Outstanding".
- Enter a "Employee Code" of your choice and press Template:Keypress.
- At this point press [Add] button or press <F6> to add a new "Task".
- Go to the "Type" Field and Press <Ctrl+F1>.
- Here click the [Add] button or press <F6> to create a new "Type".
- Enter the new "Type" code you require and press <Enter>.
 | 'URG' for Urgent Tasks |
.
- Enter the "Description" for your "Type".
{{Example|text='Urgent Must Be Done ASAP !!!!'.
- There is also a 'Colours' section. This is optional but can be useful to make tasks stand out. Here you can set a "Text" and "Background" Colour.
| Urgent Must Be Done ASAP !!!!. |
- Finally press <Esc> and click [Accept] or click [Done] to save the details.
See also
- How do I Create a New Task in Tasks Outstanding?
- How do I View and Edit Existing Tasks in Personnel Planning?
- How do I Record a Contact Against a Customer/Supplier?
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