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For further information please see the Staff Control Panel Job Stages Tutorial or Help screen. Also see the Staff Control Panel Front Help page.
This allows a quick look at which job stages are overdue already and stages that are about to become overdue.
By default have the current login displayed. It will search on the current settings as soon as the screen opens and if the settings are changed click Find to refresh the display and it will search on the new criteria.
To terminate the search at any point click Stop.
From this highlight each stage and go to:
Client - opening up details of the client
Job - this will open details relating the job
Profile - displays that client job profile
View - this will view the stage and it is possible to mark the stage as complete, N/A, or post a task against the stage
Posting a task can also be linked against a stage if wish to give a colleague a memo on their Task Browser. If a Task has already been created for that particular client stage then it is possible to View instead.
Alternatively completing the stage can be done with the Mark As Completed option. This will complete the stage with the current login and current computer clock date. As the stage is then completed the next time the screen is refreshed the stage will not be seen. It is also possible to select more than one stage by holding down the CTRL or Shift key and clicking the left-mouse key.
If a stage is no longer relevant to the client the Mark as N/A option can be used. This will remove the stage from the list and all reporting.
With an AutoMail licence it is now possible to Generate Letters based on the client selection. To do this enter a service and an extra criteria needed and click on Find Now. Now select the clients and right-click on this selection. There is an option for Generate Letters. This will open up AutoMail and select the required letter.
As the default searching for stages that are overdue and are assigned runs on the current login.
A full list of the options is as below.
Show stages assigned to - this allows to a search for all stages linked against a specific staff member
Show stages assigned to staff managed by - searched for tasks assigned to staff members under a specific staff manager.
Show stages for jobs assigned to - look at all stages for which the job is assigned to the staff member selected.
Show stages for jobs managed by - look at all stages for which the job is managed by staff member assigned.
Show all stages - will show all overdue/due stages.
Include settings for the search criteria allows a search for stages overdue for more than 20 days, or stages due in the next 10 days. To do this select the appropriate criteria, and then detail the number days the search is for.
Once any changes have been made click Find to refresh the search.
The columns on this screen can be configured to suit and information can be exported to a CSV file.
This allows a print the current list of job stages as displayed on screen. It will also detail on the report the report settings.