Course Details
Go Live Training Course Design – Scheduling
Attendees: Administrators
Duration: One Hour
Content: An introduction to workflow management using the scheduling module.
Objective: To organize and schedule collectionHQ tasks to maximize staff efficiency and productivity.
Course Modules
Scheduling Training Module
Scheduling Tool
- Introduction
Schedule Management Tool
- Overview
- Scheduling a Task
- Editing, Deleting, Moving and Cloning a Task
- Agenda View of the Schedule Management Tool
- Setting Default Users for Branches
My Schedule
- Overview
- Email Reminders
- Agenda View of My Schedule