Job positions and the job holder
- Create a new workflow system: Video 2/5 - Job positions, job holder and the pool
- What is a job position and what can they do?
- How do the partner/manager job positions work.
- How to de-link client partner and/or manager from a workflow system.
- How to add a new job position.
- How to rename a job position.
- What is the difference between the Preparer and Holder?
- What is the job holder?
- Job holder examples: Set job holder (if empty)
- How to automatically change the job holder as the job progresses.
- What is the regular preparer field?
- What is a pool screen?
- How to use the pool screen and allocate jobs from the pool.
- How to activate/deactivate the pool screen.
- How does a job enter/leave the pool?
- How to allocate all payroll (etc) jobs to one person.
- How to use the bulk staff allocation tool
- How to block progress on a job that has no preparer set