OTHER

How to use the contact log to communicate with other internal teams.

Please follow the following steps on how to use the contact log to set tasks and communicate to other internal staff members for handover information for after hours.

 

Access the Contact Log - 

Add the user type as Staff and select the person you want to add the handover task to - 

Add log - 

This is what will come up. 

 

Fill out all your information required. - 

Reason of Contact The Reason you are contacting the staff - These Reasons can be added in Masters. 
Contact Method How you want to contact the Staff
Log Type  This should be marked as Internal Log
Contact Outcome Where you can mark if the log was successful or unsuccessful
Notes  Any Notes to be added
Email Template  Where to add in any email that needs to be added
Comments Comments to make
Tasks Tasks that you would like to add for the other staff
Tasks List  Where the tasks you assign will sit
Contact to Who you have chosen the tasks to be assigned to
Contact Email ID  Email of the contact
CC Anyone you want to CC in

 

See below what your contact log will look like after you have completed this.

 

These tasks will sit up the top of your screen under Incomplete Tasks for you and for the staff you have assigned to complete the tasks -