Staff Control Panel Jobs tutorial

For further information please see the Staff Control Panel Jobs Quick Guide or front Help screen. Please also see the Staff Control Panel Front Help page.

This tutorial will guide you through using the Jobs tab on the Staff Control Panel for the following examples:

• Create a New job for an existing client for the next recurrence.

• Review jobs managed by a colleague who is away and allocate a task to a colleague asking them to follow up a particular stage.

• Complete the final stage of the Job, then the Job itself and create a new one.

• Delete a job created by mistake.

Example One

1. Open the Staff Control panel and change to the Jobs tab.

2. Highlight the client in question and click New.

3. Confirm details relating to the Job Manager, Job Assignee, Period End and Statutory deadline.

4. Click Insert.

Example Two

1. Open the staff control panel and select the Jobs tab.

2. Change the drop-down option to Jobs managed by and select the colleague.

3. Highlight the Job in question and click Profile.

4. Highlight the stage in question and click Post.

5. Allocate the staff member to be the recipient of the task and click OK.

Example Three

1. Open the staff control panel and select the Jobs tab.

2. Highlight the job in question and click Profile.

3. Highlight the final stage and Mark as Complete.

4. Select Job Completed (this is near the top left of the screen).

5. Confirm the prompt of completing the job.

6. Confirm the following prompt for Creating the next job recurrence.

Example Four

1. Open the Staff Control panel and select the Jobs tab.

2. Locate the job in question and highlight.

3. Click Job.

4. Click Delete and confirm.

• You may not be able to delete the Job if there is information stored within the Job Profile or Job Assignments screen. If you clear this information and attempt the delete again.