Our Management App allows all Staff Portal Users to log in and complete the below actions
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Please download it from here
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Add New Client
Click the Plus Icon
Fill in all mandatory Fields
Click Save and you will be informed if it has been save successfully
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How it updates/looks within the Staff Portal
Staff Portal Process - How to Create New Locations
Therefore it appears as a new client for you to update further
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Update Client Details
Select Client Location
You are able to search for a specific client or scroll through
Click Edit
Update Feilds as required and click save
How it updates/looks within the Staff Portal
It would update all of this information as required - How to search and edit a Locations profile
Update Notes
Select Client Location
You are able to search for a specific client or scroll now through
Select Notes
Select which note you would like to update. You have the following areas to update
Type in notes and Save - Please note this will be time stamped
When saved you will receive this
How it updates/looks within the Staff Portal
Within the portal these notes are in separate sections - please see below where they appear
Client Contact - Entry - Important Member - Parking
Description and Capacity
Relationships and Objectives - Marketing - Visit Notes - Communication
Access through here - Profiles Tab - Clients
Log Meetings Notes with Check in and Check out
Press to Check-in
Now click Meeting Icon
Now fill in all Mandatory Details
Click the Calendar Icon to Add an Appointment which will update to your personal calendar if permissions approved
Click Save
Check out when the Meeting is completed
How it updates/looks within the Staff Portal
All of this information flows into the Contact Log
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Regarding the Masters that can be updated so you can tailor your options are linked below
Contact Desgination | |
Contact Method | |
Contact Reason | This needs to be requested from Support to update |
Meeting Outcome | |
Task Performed |
Upload Paper Timesheets on behalf of members
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Select Timesheet and this will open to single “Single” option
Complete Date Member Name and then Upload Photo - You do not have to upload a docket number as this is automatically updated when saved
Click the Arrow - This will update and tell you it has been successful with a docket number
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