Difference between revisions of "How do I Create a Contact Type?"
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== Summary == | == Summary == | ||
| − | This article explains how to create | + | This article explains how to create a new {{PP}} contact type. |
== More Information == | == More Information == | ||
Go to {{Menu|Systems|{{PP}}|Tasks Outstanding}}. | Go to {{Menu|Systems|{{PP}}|Tasks Outstanding}}. | ||
| − | * Enter | + | * Enter an {{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 {{DataPrompt|Type}} Field and Press {{KeyPress|C-F1}}. | * Go to the {{DataPrompt|Type}} Field and Press {{KeyPress|C-F1}}. | ||
| − | * | + | * 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}}. | ||
{{Example|text={{DataValue|URG}} for Urgent Tasks.}} | {{Example|text={{DataValue|URG}} for Urgent Tasks.}} | ||
* Enter the {{DataPrompt|Description}} for your {{DataPrompt|Type.}} | * Enter the {{DataPrompt|Description}} for your {{DataPrompt|Type.}} | ||
{{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 contacts stand out. | + | * There is also a {{DataValue|Colours}} section. This is optional but can be useful to make contacts stand out. 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 09:44, 12 November 2014
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to create a new Personnel Planning contact type.
More Information
Go to " Systems Personnel Planning Tasks Outstanding".
- Enter an "Employee Code" of your choice and press <Enter>.
- At this point press [Add] button or press <F6> to add a new "Task".
- Go to the "Type" Field and Press <Ctrl+F1>.
- 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."
| 'Urgent Must Be Done ASAP !!!!'. |
- There is also a 'Colours' section. This is optional but can be useful to make contacts stand out. 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?
- How do I Set up a Task Status?
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Tags
GR50
