Employee Management

• Create new employees for new users
• Providing the basic required access (an indepth review of the access requirements will be done in a separate session)

Theatre Manager Introduction

• Logging into the database
• Toolbar Functionality and Menu Introduction
• Accessing the Calendar

Terminology

• What does Calendar mean?
• What does Event mean?
• What does Task mean?
• What does Project mean?
• What does Participant mean?
• What does Employee/Staff mean?
• What does Volunteer mean?
• What does Resource mean?
• What does Inventory mean?

Mechanics of Using the Calendar

• Accessing the Calendar
• Changing the views using Filters to display calendars with people, tasks, and projects
• Navigation via the date toolbar
• Changing the default calendar preferences for setting colors
• Using quick buttons for hiding/showing information on the calendar
• Saving your display preferences

Calendar Filters

• Calendar management to isolate the view to a single venue or event; or a group of events; or to a related set of tasks
• Creating Custom Views
• Saving Calendar Filters
• Filters can be Universal and Shared or kept Private

Break Time

Where to Start? (Project or Task.... Chicken or Egg)

• Start with the Task or Project first?
• Updating Code Tables - Task Types and Project Types
• Updating Global Colors settings in the Calendar
• Assigning Delegate Employees to Employees

Tasks

• Making new tasks private
• Adding attachments to tasks

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