Calendar bookings tentative draft features

Calendar bookings tentative draft features

• 1.
  Tentative & Draft CalendarBookings
• 2.
  Calendar Bookings New Feature •Available in V 11.005 • Auto upgrade Companies should already be on this version
• 3.
  Method 1 Tentative Bookings •Simple method of marking a booking as ‘tentative’ (placeholder/reserve booking) • Replaces use of a manual colour • Tentative booking is visible on the timesheet and allows for time recording
• 4.
  Tentative Bookings Tentative bookingsare marked with a blue chevron line to the left of the booking Make booking as normal. Double click entry and change from Normal to Tentative
• 5.
  Tentative Bookings • Tentativebookings are available within the timesheet to record time against • The booking is labelled as Tentative
• 6.
  Method 1 Tentative Bookings TrafficManager has ability to mark bookings as ‘tentative’. Account Handlers can see that time has been reserved. Bookings can be viewed on user & team calendars. Time can be recorded, even if still ‘tentative’.
• 7.
  Method 2 Draft Bookings •More detailed method allowing other users to make ‘draft’ bookings that can be confirmed by a ‘full access’ calendar user • Could replace requisitions, if used • Draft booking is not visible in the timesheet but visible within the team calendar
• 8.
  Draft Bookings • Userpermissions changed in File Maintenance/Users/Access tab New Permissions • None – can view only • Own Draft Bookings – can make draft bookings against own jobs • Any draft bookings – can make and move anyone's draft bookings • Full control – previous permission of someone who can make bookings in the calendar
• 9.
  Draft Bookings • Draftbookings can be made by users that have draft booking permission • Existing bookings can be viewed only • Draft booking identifiable by diagonal red line in corner of booking • Draft booking not visible on the timesheet • Full Control User can right click draft booking and mark as confirmed • Bookings can also be reverted to draft using the same right click method
• 10.
  Method 2 Draft Bookings TrafficManager has ability to alter draft bookings and mark as confirmed. Account Handlers can make draft bookings for the resource and time that is required. Draft Bookings can be viewed on the team calendar. Time users can only see confirmed bookings in ‘My Calendar’ view. Optional level to allow Account Directors to move draft bookings.
• 11.
  • Functionality availabletoday • Existing users with calendar booking permissions now automatically set to ‘full control’ • Assign user permissions within the access tab of the user record • Full release notes on the Synergist website, located under ‘support’ Summary
• 12.
  The Agency Workscan assist you with remote or onsite training: • Plan • Structure • Report effectively from Synergist • Share expertise Contact [email protected] or call 01455 553246
• 13.
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