Adding a Job Manager to the Job

Last modified 07:53, 24 Apr 2017

Overview

It is important that every administration has a Job Manager added, as it allows for a comprehensive filtered reporting by Job Manager, as well as Appointee.

Entering a job Manager

1.    Go to General > Job Security.

File:test/insolvency/030_1+Jobs/070_Adding+a+Job+Manager+to+the+Job/Manager1.png

2.    Select Reporting Manager from the drop down list and click [OK].

You may also consider selecting a Reporting User at the same time, depending on the various duties of the staff at the practice.

Note

The Reporting Manager will be the user who manages the job on a day to day basis, as distinguished from the manager role.  The reporting user will be the member of staff person who handles most of the job administration (being different to the user role).
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