Assignment Details Page: Main tab

Last modified 08:03, 24 Apr 2017

Overview

The Main tab is the first tab you see when you open a Client's Assignment Details page. It gives an overview of the selected assignment.

Options

From the Assignment Details Page > Main tab you can view and amend the following information:

  • the Assignment Type (view field only)

  • the CompanyOfficeDepartment, and Centre that the assignment belongs to

  • the Date Created being the date the assignment was created (view field only)

  • the status of the assignment (open, held or closed)

  • the Maximum Fee and Maximum Rate

  • the Recovery Rate

  • any Fixed Fee Type that has been agreed with the client (this is a memo field to remind you when to raise a fee)

  •  the Assignment Billing Timetable used to  enter budgets and amounts used in the assignment.

  • the Assignment Team and the responsibility of each team member for the assignment

    An Assignment Team comprises employees who are assigned to the team automatically when their Primary Station Record matches that of the centre, company, office or department of the client's assignment.

  • notes for your own or a colleague’s information. For more information about adding or editing a note, click here.

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