Course Details

Go Live Training Course Design – Scheduling

Attendees:  Administrators

Duration: One Hour

Content: An introduction to workflow management using the scheduling module.

Objective: To organize and schedule collectionHQ tasks to maximize staff efficiency and productivity.


Course Modules

Scheduling Training Module

Scheduling Tool

  • Introduction


Schedule Management Tool

  • Overview
  • Scheduling a Task
  • Editing, Deleting, Moving and Cloning a Task
  • Agenda View of the Schedule Management Tool
  • Setting Default Users for Branches


My Schedule

  • Overview
  • Email Reminders
  • Agenda View of My Schedule