Beginners Guide - Staff Control Panel

To return to the main Beginners Guide menu click here.

The Staff Control Panel is the first screen that opens up when you log into Practice Management. This has replaced the Task Browser, though the Task Browser can still be accessed from the Pm icon.

The Staff Control Panel allows you to access your:

• Outstanding Tasks

• Your Job Stages that are overdue, or due soon

• The Jobs that have been assigned to you and finally

• A Notes tab, which is a freeform box

The Tasks tab allows you to see any tasks that your colleagues have assigned you or you have assigned to yourself as a reminder. From here you can Post and complete new tasks. For further information please see the Beginners Guide - Task Browser as the details on there are the same.

The Job Stages allows you to see all stages that are assigned to you. The default is to show stages due in the next 28 days, and those that are already overdue. This screen is the same, in effect, as the Job Stages screen from the Pm icon and for further information please see the Beginners Guide - Job Stages.

The Jobs tab details all jobs which have been assigned to you. It is possible to change the view to look at jobs managed by a certain staff member, jobs for staff members managed by, and jobs for a client partner. Alternatively you can show all jobs with no restrictions.

The Notes tab is a freeform box that allows you to type in anything you want. Once the details have been edited you can then click Save to remember these changes.