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ug21-00 [2022/06/28 11:03] – Shelley Hunterug21-00 [2023/04/18 14:44] (current) – Shelley Hunter
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-Timesheets - Provisional timesheets, ideally used for contacting candidates who have not yet submitted their timesheets for processing or need to be advised that the cut off for getting them in is different this week e.g. for Christmas.+Timesheets - Provisional timesheets, ideally used for contacting candidates who have not yet submitted their timesheets for processing or need to be advised that the cut off for getting them in is different this week e.g. for Christmas. 2.23.1+ send to either the vacancy or site contact.
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 ++++ Timesheets| ++++ Timesheets|
 Provisional Timesheets - useful for advising of changes in dates for getting timesheets returned e.g. Christmas or bank holidays Provisional Timesheets - useful for advising of changes in dates for getting timesheets returned e.g. Christmas or bank holidays
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 +++++ Favourites|
 +Notifications can be sent to groups of selected records from the Favourites screen.
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   - The comment will be added at the end of the template message on every notification.   - The comment will be added at the end of the template message on every notification.
   - This is the template text including any merge fields with the users email signature attached.   - This is the template text including any merge fields with the users email signature attached.
-  - Attachments can be set by the system administrator to be picked up automatically either from a directory or a document of a particular type on a record e.g. company information or contract.  Additional documents can be added at this point using the File, CV or Documents buttons.  2.22.2+ if the company you are sending documents for is linked it is now possible to pick up documents from all linked companies  not just the one you are on.+  - Attachments can be set by the system administrator to be picked up automatically either from a directory or a document of a particular type on a record e.g. company information or contract.  Additional documents can be added at this point using the File, CV or Documents buttons.  2.22.2+ if the company you are sending documents for is linked it is now possible to pick up documents from all linked companies  not just the one you are on.  <ifauth @technical> To disable this feature set general Setting 3330 ‘Allow docs to be attached from Company Group’ to N. </ifauth>
   - If you want to add a note to just one of the notifications use this button, you can use the buttons at the top (7) to scroll to the one that you want to add the note to.   - If you want to add a note to just one of the notifications use this button, you can use the buttons at the top (7) to scroll to the one that you want to add the note to.
   - The Previous and Next buttons allow you to scroll through each notification to check the details before sending.   - The Previous and Next buttons allow you to scroll through each notification to check the details before sending.
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   - If you require to keep a PDF copy of a notification for audit purposes click the Save to Docs button, if the location you are sending the notification from has links to more than one place e.g. placement or vacancy you will first be asked to select where they want to save the file before seeing the usual save file window.  The file will then be saved to the documents view of the relevant record.   - If you require to keep a PDF copy of a notification for audit purposes click the Save to Docs button, if the location you are sending the notification from has links to more than one place e.g. placement or vacancy you will first be asked to select where they want to save the file before seeing the usual save file window.  The file will then be saved to the documents view of the relevant record.
  
-<ifauth @technical> For further information in relation to setting up Notifications please see the system administrator page on [[:notify_01|Notifications]].</ifauth>+<ifauth @technical> For further information in relation to setting up Notifications please see the system administrator pages on [[:notify_01|Notifications]] and [[sa_maintenance|Notification Codes]].</ifauth>
  • ug21-00.1656414238.txt.gz
  • Last modified: 2022/06/28 11:03
  • by Shelley Hunter