Difference between revisions of "How do I produce a handover diary?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == This article explains how to print an employee diary to show their handover appointments. == More information == Go to {{Menu|{{PP}}|Personnel Plann...") |
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This article explains how to print an employee diary to show their handover appointments. | This article explains how to print an employee diary to show their handover appointments. | ||
| − | == More | + | == More Information == |
| + | {{Units}} | ||
Go to {{Menu|{{PP}}|Personnel Planning Report Generator}} | Go to {{Menu|{{PP}}|Personnel Planning Report Generator}} | ||
* Enter {{DataValue|Diary}} and click {{Button|Search}}. | * Enter {{DataValue|Diary}} and click {{Button|Search}}. | ||
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* Select the {{DataValue|DIC}} report and click {{Button|Start}}. | * Select the {{DataValue|DIC}} report and click {{Button|Start}}. | ||
* Complete the ranges including selecting the {{DataPrompt|Appointment Type}} of {{DataValue|HAN - Handover}}. | * Complete the ranges including selecting the {{DataPrompt|Appointment Type}} of {{DataValue|HAN - Handover}}. | ||
| − | * Click {{Button|Start}}. | + | * Click {{Button|Start}}. |
* Once on screen press {{KeyPress|F2}} to print the report or {{KeyPress|C-P}} to output the results to Excel. | * Once on screen press {{KeyPress|F2}} to print the report or {{KeyPress|C-P}} to output the results to Excel. | ||
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* Select the {{DataValue|DIB}} report and click {{Button|Start}}. | * Select the {{DataValue|DIB}} report and click {{Button|Start}}. | ||
* Complete the ranges. | * Complete the ranges. | ||
| − | * Click {{Button|Start}}. | + | * Click {{Button|Start}}. |
* Once on screen press {{KeyPress|F2}} to print the report or {{KeyPress|C-P}} to output the results to Excel. | * Once on screen press {{KeyPress|F2}} to print the report or {{KeyPress|C-P}} to output the results to Excel. | ||
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{{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, handover, ready, criteria, task, unit sale, order, invoice, sell, sales}} | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, handover, ready, criteria, task, unit sale, order, invoice, sell, sales}} | ||
| − | {{KB_VS}} | + | {{How}}{{KB_VS}} |
{{KB_Ref|RP71, VS06}} | {{KB_Ref|RP71, VS06}} | ||
Revision as of 05:29, 14 October 2019
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to print an employee diary to show their handover appointments.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Personnel Planning Personnel Planning Report Generator"
- Enter 'Diary' and click [Search].
There are a couple of options depending on the amount of detail you need to see. If you require a more specific report please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page to discuss your requirements.
Diary by Appointment Type
- Select the 'DIC' report and click [Start].
- Complete the ranges including selecting the "Appointment Type" of 'HAN - Handover'.
- Click [Start].
- Once on screen press <F2> to print the report or <Ctrl+P> to output the results to Excel.
Employee's Diary - Detailed
- Select the 'DIB' report and click [Start].
- Complete the ranges.
- Click [Start].
- Once on screen press <F2> to print the report or <Ctrl+P> to output the results to Excel.
See also
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Tags
RP71, VS06
