Install Updated Database (if required)

• Install updated/data imported database
• Review any imported data for verification of accuracy

Review of Prior Topics

• Calendar Views
• Creating a Calendar Filter
• Creating a Project
• Creating and updating Tasks
• Updating Personnel with Positions

Notifications

Facility Management Notifications are different then Workflow Notifications. This section involves the management of what to do within the Pending Notifications Window.

• General Startup Warnings
• Tasks Assigned to You
• Letters or Emails to be Sent
• Email Responses Waiting to be Retrieved
• Unsent Notifications
• Awaiting Responses
• Task/Meeting Notifications
• New Responses from Participant Responses

Managing Incoming and Outgoing Personnel Email Notification Responses

• Managing the Email responses outside of the Notifications Window

Invoicing and Billing

• Printing out invoices for completed Projects
• Maintaining default set of invoice comments

Practice/Workshop Time

• Go play with what you have learned and keep updating your projects

For a downloadable checklist of all of the Day 4 Activities and information

Click Here