159194 2014-02-07T15:52:56-05:00 266154 false eDesk 6 2015-08-21T04:41:06-04:00 1 1 2014-02-12T14:59:26-05:00 2 2 The E-Desk is a one stop dashboard where all of the day to day business that needs to be addressed is displayed. This module allows users to navigate to their email, currently open job order, time sheet approvals, and see current company news without having to leave the main screen or navigate to another module. The eDesk is separated into three sections: 1. Calendar Items, Tasks, and Reminders Calendar displays appointments that have been scheduled for that particular day Tasks or To Dos are items that will display on your eDesk until you have marked those items as completed Reminders are items that will display and remain on your eDesk until a certain date has passed 2. Email, eCampaigns, Submissions, and Approvals Email accounts that have been setup within Akken eCampaigns that have recently been created and delivered, along with the number of inquiries/responses to those campaigns Submissions is a list of the most recently updated job orders, and the number of submissions to those particular job order Approvals range from New Hired Employees, to Delivering an invoice that has been created but not sent to the cutomer 3. Announcements, News, FAQ and Akken Messages Announcements are internal notifications for your team to notify them of any important events occurring within the office News can be displayed on your eDesk or on your website to let users, potential candidates, and clients know what is going on with your company FAQ or the Knowledge Center is an area for your staff to post helpful links, documents, or questions that will assist your staff with their questions.  This area is internal only and Akken support does not have access to data posted to the FAQ Akken Messages alert all of our users with any updates, changes, fixes, or contests, that Akken may currently be working on or running at the time <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The <b>E</b>-<b>Desk</b> is a one stop dashboard where all of the day to day business that needs to be addressed is displayed. This module allows users to navigate to their email, currently open job order, time sheet approvals, and see current company news without having to leave the main screen or navigate to another module.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012854180/original/eDesk.PNG?1429711288" class="inline-image" data-id="4012854180" style="cursor: default;"></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><br></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The eDesk is separated into three sections:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>1. Calendar Items, Tasks, and Reminders</b></span></p> <blockquote style="font-family: 'Times New Roman';"> <span style="font-size: medium;"> </span><ul style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li><span style="font-size: medium;">Calendar displays appointments that have been scheduled for that particular day</span></li> <li><span style="font-size: medium;">Tasks or To Dos are items that will display on your eDesk until you have marked those items as completed</span></li> <li><span style="font-size: medium;">Reminders are items that will display and remain on your eDesk until a certain date has passed</span></li> </ul> </blockquote> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>2. Email, eCampaigns, Submissions, and Approvals</b></span></p> <blockquote style="font-family: 'Times New Roman';"> <span style="font-size: medium;"> </span><ul style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li><span style="font-size: medium;">Email accounts that have been setup within Akken</span></li> <li><span style="font-size: medium;">eCampaigns that have recently been created and delivered, along with the number of inquiries/responses to those campaigns</span></li> <li><span style="font-size: medium;">Submissions is a list of the most recently updated job orders, and the number of submissions to those particular job order</span></li> <li><span style="font-size: medium;">Approvals range from New Hired Employees, to Delivering an invoice that has been created but not sent to the cutomer</span></li> </ul> </blockquote> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>3. Announcements, News, FAQ and Akken Messages</b></span></p> <blockquote style="font-family: 'Times New Roman';"> <span style="font-size: medium;"> </span><ul style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li><span style="font-size: medium;">Announcements are internal notifications for your team to notify them of any important events occurring within the office</span></li> <li><span style="font-size: medium;">News can be displayed on your eDesk or on your website to let users, potential candidates, and clients know what is going on with your company</span></li> <li><span style="font-size: medium;">FAQ or the Knowledge Center is an area for your staff to post helpful links, documents, or questions that will assist your staff with their questions.  This area is internal only and Akken support does not have access to data posted to the FAQ</span></li> <li><span style="font-size: medium;">Akken Messages alert all of our users with any updates, changes, fixes, or contests, that Akken may currently be working on or running at the time</span></li> </ul> </blockquote> 266154 535 190011 2015-04-22T11:02:01-04:00 1 2 2 2 eDesk - Snapshot 2015-08-21T04:41:07-04:00 12054499 1 2014-03-13T15:42:37-04:00 2 0 CALENDAR VIEWS The key element of calendars in Akken Staffing is its view feature. You can view a full screen perspective for the day/week/month events. Click on the ‘Calendar’ link on eDesk to view your schedules at a glance. The eDesk screen refreshes and displays the Calendar screen on collaboration.   The Calendar screen is configured according to the view you have selected as default. You will find the link Today in the calendar screen. Using this link, the user can get back to the current calendar day whenever the user navigates to previous or next calendar dates. For example: User opens the calendar screen on 3 March 2009, if the user navigates to 3 April 2009 and want to get back to current calendar day i.e. 3 March 2009, the user can click on Today link. Clicking on Today will let the user get back to his current calendar day. If the user has Weekly calendar view by default, then clicking on Today will let the user get back to his current week calendar. Similarly for Monthly and Yearly view. Click on the Refresh link to refresh all the calendar items in the Calendar home page. For example: If the user is available in Day view, then clicking Refresh will refresh all the calendar items available in the Day view home page. The same procedure applies for Weekly and Monthly calendar views as well. Refer to the ‘Calendar’ topic under Collaboration help module to know more about calendar setup and other details. MODIFY/DELETE A CALENDAR ITEM FROM E-DESK To edit or modify the calendar item: Click on the relevant ‘Calendar title’ link you wish to edit on eDesk. The eDesk screen refreshes by displaying the calendar item in edit mode. Make the required changes and click on Update link to save the new changes. Click on the ‘Delete’ link to delete the calendar item. A message will pop up with OK and Cancel buttons. Click on the ‘OK’ button to confirm the deletion. The system refreshes by deleting. Click on the ‘Cancel’ link to cancel the changes and close the delete message window. Click on the Close link to close the calendar item. ADD CALENDAR ITEM FROM E-DESK On the eDesk home page, click on the ‘New’ link from Calendar section of the eDesk screen. The eDesk screen refreshes by displaying the form to add new Calendar item from eDesk screen. To add a new calendar item from eDesk, Specify the subject for the calendar item in the Subject text box. Select the calendar type from the Categories drop down list. To mention a new category type, click the Manage Categories link. By default, the calendar type will be Meeting. You can select multiple categories for the calendar appointments. You will find the All day event checkbox below the Subject text box. An “All day event” is an event that lasts for an entire day. All Day events are often birthdays, anniversaries, vacations, and any other event that does not require a specific time scheduled on a given day. You can create an All day event by clicking on the “All day event” link available in the Calendar home page. When you are viewing your calendar, all the All day events are listed at the top of each day. The Start Date and End Date fields display the current start and end date of the calendar in the respective fields. You can edit/modify the start date and end date if required. Alternatively, you can click on calendar icon to specify the scheduled start date and end date. The Participants list box displays the members who are selected for invitation for the calendar item. You can also specify the start and end time of the calendar appointment from the Start Time and End Time drop-down lists. When the user creates a new calendar item, by default, the duration between Start Time and End Time will be 1 hour. If the user changes the start time of the appointment, then automatically the end time of the appointment will be changed. Clicking the ‘Select Participants’ link displays the pop up window to add the members for this calendar item. To remove the participants from Participants list box, select the participant and click on the ‘Remove Participants’ link. The selected participants are removed from Participants list box. Enter the calendar item description in the Description textarea. The Location field specifies the location of the calendar item. You will find the edit list link beside the Location drop down list. Using the edit list link, you can edit and delete the location of the calendar item. You can also have an option to select the label for the calendar item using the Label drop down list. The calendar labels will be displayed in different colors. Each label will be assigned a color to choose. Select the Notify me check box option and specify the time during which the reminder alert needs to be triggered from the Pop Up/eDesk Reminder field. If you want to maintain your details as confidential, you can select the Private check box. You can set the level of importance for calendar items using the Priority check drop down list. Calendar items that are set as priority will be shown in bold on Calendar and eDesk screens. The Show time as drop list allows the user to specify the status of the calendar item. It contains the following options: Free, Tentative, Busy and Out of Office. By default, the “Busy” option will be selected. User can upload the required files to the calendar item using the Upload File(s) field. Multiple files can be uploaded. You will also find the Recurrence link at the top of the Appointment screen. You can click on the Recurrence link to set the calendar recurrence in the Calendar screen. The selected recurrence settings will be displayed in the calendar screen. Click on the ‘Save’ link to save the schedule. The Calendar screen refreshes by saving calendar item details. Click on the ‘Close’ link to cancel and return to the previous page. On eDesk under Calendar section, the calendar event will be displayed as a link, with start time, end time and event title.   Calendar Section on eDesk Note: Only the priority field lets the user know the importance of the calendar item by showing it in Bold view on Calendar and eDesk screens.  <p><span style="font-size: x-large; color: rgb(79, 129, 189);"><b><a href="http://help.akken.com/help-articles/calendar-view%e2%80%99s/" style="line-height: normal; background-color: rgb(255, 255, 255);">CALENDAR V</a>IEWS</b></span><br></p> <div><div><div> <p></p> <p> </p> <p><span style="font-size: medium;">The key element of calendars in <b>Akken Staffing</b> is its view feature. You can view a full screen perspective for the day/week/month events. Click on the <img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image007.jpg" width="24" height="24" style="cursor: default;"><b> ‘Calendar’</b> link on eDesk to view your schedules at a glance. The eDesk screen refreshes and displays the Calendar screen on collaboration.</span></p> <p><span style="font-size: medium;"> </span></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012855796/original/Calendar.PNG?1429713555" class="inline-image" data-id="4012855796" style="cursor: default;"></p> <br> <ol type="1"> <li><span style="font-size: medium;">The Calendar screen is configured according to the view you have selected as default. </span></li> <li><span style="font-size: medium;">You will find the link <b>Today</b> in the calendar screen. Using this link, the user can get back to the current calendar day whenever the user navigates to previous or next calendar dates. </span></li> </ol> <div><font size="3"><span><br></span></font></div> <p><span style="font-size: medium;">For example:</span></p> <p><span style="font-size: medium;">User opens the calendar screen on 3 March 2009, if the user navigates to 3 April 2009 and want to get back to current calendar day i.e. 3 March 2009, the user can click on Today link. Clicking on Today will let the user get back to his current calendar day.</span></p> <p><span style="font-size: medium;">If the user has Weekly calendar view by default, then clicking on Today will let the user get back to his current week calendar. Similarly for Monthly and Yearly view.</span></p> <ol type="1"><li><span style="font-size: medium;">Click on the <b>Refresh</b> link to refresh all the calendar items in the Calendar home page. </span></li></ol> <p><span style="font-size: medium;">For example:</span></p> <p><span style="font-size: medium;">If the user is available in Day view, then clicking <b>Refresh</b> will refresh all the calendar items available in the Day view home page. The same procedure applies for Weekly and Monthly calendar views as well.</span></p> <table cellspacing="0"><tbody><tr> <td><span style="font-size: medium;"><img alt="" src="https://appserver4.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image050.jpg" width="39" height="38" style="cursor: default;"></span></td> <td width="11"></td> <td width="400"> <span style="font-size: medium;">Refer to the ‘<b>Calendar’</b> topic under Collaboration help module to know more about calendar setup and other details</span>.</td> </tr></tbody></table> <table cellspacing="0"><tbody></tbody></table> <p></p> <p></p> <h1><br></h1> <h1><span style="font-size: x-large; color: rgb(79, 129, 189);"><b><a href="http://help.akken.com/help-articles/modifydelete-a-calendar-item-from-edesk/">MODIFY/DELETE A CALENDAR ITEM FROM E-D</a>ESK</b></span></h1> <p></p> <p><span style="font-size: medium;">To edit or modify the calendar item:</span></p> <ol type="1"> <li> <span style="font-size: medium;">Click on the relevant ‘<b>Calendar title’ </b>link you wish to edit on eDesk. The eDesk screen refreshes by displaying the calendar item in edit mode. </span><p></p> </li> <li> <span style="font-size: medium;">Make the required changes and click on <b>Update</b> link to save the new changes. </span><p></p> </li> <li><span style="font-size: medium;">Click on the <b>‘Delete’</b> link to delete the calendar item. A message will pop up with <b>OK</b> and <b>Cancel</b> buttons. </span></li> </ol> <ul type="disc"><li><ul type="disc"> <li> <span style="font-size: medium;">Click on the ‘<b>OK’</b> button to confirm the deletion. The system refreshes by deleting. </span><p></p> </li> <li><span style="font-size: medium;">Click on the ‘<b>Cancel’ </b>link to cancel the changes and close the delete message window. </span></li> </ul></li></ul> <ol type="1"><li><span style="font-size: medium;">Click on the <b>Close</b> link to close the calendar item.</span></li></ol> <h1><span style="font-size: x-large; color: rgb(79, 129, 189);"><b><a href="http://help.akken.com/help-articles/add-calendar-item-from-edesk/">ADD CALENDAR ITEM FROM E-D</a>ESK</b></span></h1> <p></p> <p><span style="font-size: medium;">On the eDesk home page, click on the<b> ‘New’ </b>link from Calendar section of the eDesk screen. The eDesk screen refreshes by displaying the form to add new Calendar item from eDesk screen.</span></p> <p><br></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012856550/original/New_Calendar_Item.PNG?1429714596" class="inline-image" data-id="4012856550" style="cursor: default;"></p> <p><br></p> <p><span style="font-size: medium;">To add a new calendar item from eDesk,</span></p> <ol type="1"> <li> <span style="font-size: medium;">Specify the subject for the calendar item in the <i>Subject</i> text box. Select the calendar type from the <i>Categories</i> drop down list. To mention a new category type, click the <b>Manage Categories</b> link. By default, the calendar type will be <b>Meeting</b>. </span><p></p> </li> <li> <span style="font-size: medium;">You can select multiple categories for the calendar appointments. You will find the <b>All day event</b> checkbox below the <i>Subject</i> text box. </span><p></p> </li> <li> <span style="font-size: medium;">An “All day event” is an event that lasts for an entire day. All Day events are often birthdays, anniversaries, vacations, and any other event that does not require a specific time scheduled on a given day. You can create an All day event by clicking on the <b>“All day event”</b> link available in the Calendar home page. When you are viewing your calendar, all the All day events are listed at the top of each day. </span><p></p> </li> <li> <span style="font-size: medium;">The Start Date and <i>End Date</i> fields display the current start and end date of the calendar in the respective fields. You can edit/modify the start date and end date if required. Alternatively, you can click on calendar <img alt="" src="https://appserver4.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image021.jpg" width="18" height="16"> icon to specify the scheduled start date and end date. </span><p></p> </li> <li> <span style="font-size: medium;">The Participants list box displays the members who are selected for invitation for the calendar item. </span><p></p> </li> <li> <span style="font-size: medium;">You can also specify the start and end time of the calendar appointment from the <i>Start Time</i> and <i>End Time</i> drop-down lists. When the user creates a new calendar item, by default, the duration between Start Time and End Time will be 1 hour. If the user changes the start time of the appointment, then automatically the end time of the appointment will be changed. </span><p></p> </li> <li> <span style="font-size: medium;">Clicking the <b>‘Select Participants’</b> link displays the pop up window to add the members for this calendar item. </span><p></p> </li> <li> <span style="font-size: medium;">To remove the participants from Participants list box, select the participant and click on the <b>‘Remove Participants’</b> link. The selected participants are removed from Participants list box. </span><p></p> </li> <li><span style="font-size: medium;">Enter the calendar item description in the Description textarea. </span></li> <li> <span style="font-size: medium;">The <i>Location</i> field specifies the location of the calendar item. You will find the <b>edit list</b> link beside the <i>Location</i> drop down list. Using the <b>edit list </b>link, you can edit and delete the location of the calendar item. </span><p></p> </li> <li> <span style="font-size: medium;">You can also have an option to select the label for the calendar item using the <i>Label</i> drop down list. The calendar labels will be displayed in different colors. Each label will be assigned a color to choose. </span><p></p> </li> <li> <span style="font-size: medium;">Select the <b>Notify me</b> check box option and specify the time during which the reminder alert needs to be triggered from the <b>Pop Up/eDesk Reminder</b> field. </span><p></p> </li> <li> <span style="font-size: medium;">If you want to maintain your details as confidential, you can select the Private check box. </span><p></p> </li> <li> <span style="font-size: medium;">You can set the level of importance for calendar items using the Priority check drop down list. Calendar items that are set as priority will be shown in bold on Calendar and eDesk screens. </span><p></p> </li> <li> <span style="font-size: medium;">The Show time as drop list allows the user to specify the status of the calendar item. It contains the following options: Free, Tentative, Busy and Out of Office. By default, the <b>“Busy”</b> option will be selected. </span><p></p> </li> <li> <span style="font-size: medium;">User can upload the required files to the calendar item using the <b>Upload File(s)</b> field. Multiple files can be uploaded. </span><p></p> </li> <li> <span style="font-size: medium;">You will also find the <b>Recurrence</b> link at the top of the Appointment screen. </span><p></p> </li> <li> <span style="font-size: medium;">You can click on the <b>Recurrence</b> link to set the calendar recurrence in the Calendar screen. The selected recurrence settings will be displayed in the calendar screen. </span><p></p> </li> <li> <span style="font-size: medium;">Click on the <b>‘Save’</b> link to save the schedule. The Calendar screen refreshes by saving calendar item details. </span><p></p> </li> <li> <span style="font-size: medium;">Click on the <b>‘Close’</b> link to cancel and return to the previous page. </span><p></p> </li> <li><span style="font-size: medium;">On eDesk under Calendar section, the calendar event will be displayed as a link, with start time, end time and event title. </span></li> </ol> <table cellspacing="0"><tbody><tr><td width="267"> <img alt="" src="https://appserver4.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image043.jpg" width="400" height="83" style="cursor: default;">  <p></p> <p>Calendar Section on eDesk</p> </td></tr></tbody></table> <p><b style="font-size: medium;">Note: </b></p> <ol type="1"><li><span style="font-size: medium;">Only the priority field lets the user know the importance of the calendar item by showing it in <b>Bold</b> view on <b>Calendar</b> and <b>eDesk</b> screens. </span></li></ol> </div></div></div> 266154 495 4000005690 2015-04-22T11:02:17-04:00 2 2 2 0 eDesk - Calendar 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:45:40-04:00 1 2 Invitations as the name imply, displays the invitations sent by others, on E-Desk. You can view all the invitations received by you for the day, or by changing the calendar date, view the invitations received in the past. The schedules of others, for which you have been included by the other users of the application, are displayed under Invitations section. All the invitations received by you now will be displayed in the Invitations and Calendar sections of your eDesk screen. The invitations section on E-Desk displays the information like the Date, Time, Invitation Title and Name of the Sender who has sent the invitation in a link form. You have to click on the invitation link to accept or reject the invitation. When the owner of the calendar invitation modifies/updates the invitation and clicks on Update link, the system displays the following alert message: If the owner of the invitation clicks on Delete link, the system displays the following alert message: If the invitation has any guests invited already, then clicking OK will display the following message. ACCEPTED INVITEE’S CALENDAR When the invitee accepts the invitation the event shifts from the Invitation section to the Calendar section on eDesk, i.e. the invitation now becomes a calendar event of the invitee. When the accepted invitee clicks on his calendar event on the eDesk, his calendar screen will be displayed. The invitee now can click on Tentative link to accept the invitation temporarily or click on Decline to reject the accepted invitation.   Note: On eDesk, the invitations will be displayed until the user accepts the invitations. OWNER'S CALENDAR When the owner of the invitation clicks on his calendar event that is created, the system displays the following screen: In the above screen: The status of the invitees’ will be displayed in the Participants list box of the Calendar window. The invitees who accepted the invitation, their status will be displayed as ‘Accepted’ against their email address in the Participants list box of the Calendar window. Invitees who accepted the invitation temporarily their status will be displayed as ‘Tentative’. Similarly, the invitees who rejected the invitation, their status will be displayed as ‘Declined’. The invitees who does not accept or reject the invitation, their status will be displayed as ‘Pending’. You can view all the notes, which the invitees enter while accepting or rejecting the invitation, in the Notes field, along with the date, time and the invitees name. Note: As you are the owner, you can update and delete the calendar invitation using the Update and Delete links available in the Calendar window. SEND INVITATIONS THROUGH CALENDAR Invitations on eDesk list the invitations that are received. You can send the invitations using the calendar feature. While adding the new calendar item, you can invite others for your appointment or meeting. All those employees or external contacts who are listed when adding a new calendar item, will be sent an invitation. They too can accept or reject the invitation sent by you. ACCEPT/REJECT AN INVITATION You can accept or reject the invitations from the Invitations section of eDesk. To accept the invitation, perform the following steps: On eDesk – Invitations section, click on any Invitation Title link, you wish to accept. The system displays the Invitations window as shown below: In the above screen, you can do the following: Click on the ‘Accept’ link to accept the invitation. Click on the ‘Tentative’ link to accept the invitation temporarily. Click on the ‘Decline’ link to reject the invitation. Click on the ‘Close’ link to close the window.   Note: All the invitations received by you will be displayed in the Invitations and Calendar sections of your eDesk screen. The status of the Invitation in the Calendar section will be displayed as Pending until you accept that invitation in the Invitations section. Once you accept the invitation, then the pending status in the Calendar section will disappear. If you do not Accept or Reject the invitation, then the invitation will be displayed in the Calendar section with status as “Pending” on the date specified by the owner of the invitation while creating it. If you accept the invitation before the specified date, then it becomes your calendar event and displays in Calendar section. Now, the pending status of the invitation will disappear. If you select the Repetitive option while creating the invitation, then it displays the invitation in the Calendar section of the invitee based on the day specified by you. You can also view the invitations sent for others in the calendars screen to know the availability status of the invitee for sending the new invitation. SYNCHRONIZATION OF THE INVITATION Akken Staffing automatically synchronizes the status of the invitations between the owner of the invitation and the invitees. Both the owner of the invitation and the invitees who have accepted the invitation can see the status of the invitation and the corresponding changes as well as the names of the other invitees from their respective calendar screens. <p><span style="">Invitations as the name imply, displays the invitations sent by others, on E-Desk. You can view all the invitations received by you for the day, or by changing the calendar date, view the invitations received in the past.</span><br></p> <div><div> <div> <p>The schedules of others, for which you have been included by the other users of the application, are displayed under Invitations section.</p> <p>All the invitations received by you now will be displayed in the Invitations and Calendar sections of your eDesk screen.</p> <p>The invitations section on E-Desk displays the information like the <b>Date</b>, <b>Time</b>, <b>Invitation Title</b> and <b>Name of the Sender</b> who has sent the invitation in a link form. You have to click on the invitation link to accept or reject the invitation.</p> <p><br></p> <p></p> </div> <p></p> </div></div> <p> </p> <p> </p> <div> <div> <ol type="1"><li>When the owner of the calendar invitation modifies/updates the invitation and clicks on <b>Update</b> link, the system displays the following alert message: </li></ol> <table cellspacing="0" width="131"><tbody><tr><td width="100%"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Update_Alert.jpg" width="396" height="113" style="cursor: default;"></td></tr></tbody></table> <ol type="1"><li>If the owner of the invitation clicks on <b>Delete</b> link, the system displays the following alert message: </li></ol> <table cellspacing="0" width="253"><tbody><tr><td width="100%"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Delete_Alert.jpg" width="277" height="119" style="cursor: default;"></td></tr></tbody></table> <ol type="1"><li>If the invitation has any guests invited already, then clicking <b>OK</b> will display the following message. </li></ol> <table cellspacing="0" width="359"><tbody><tr><td width="100%"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Delete_Event.jpg" width="493" height="117" style="cursor: default;"></td></tr></tbody></table> <p></p> <p></p> <h1><br></h1> <h1><span style="font-size: x-large; color: rgb(79, 129, 189);"><b><a href="http://help.akken.com/help-articles/accepted-invitee%e2%80%99s-calendar/">ACCEPTED INVITEE’S C</a>ALENDAR</b></span></h1> <p></p> <ol type="1"> <li>When the invitee accepts the invitation the event shifts from the Invitation section to the Calendar section on eDesk, i.e. the invitation now becomes a calendar event of the invitee. When the accepted invitee clicks on his calendar event on the eDesk, his calendar screen will be displayed. <p></p> </li> <li>The invitee now can click on <b>Tentative</b> link to accept the invitation temporarily or click on <b>Decline</b> to reject the accepted invitation. </li> </ol> <p></p> <p><b>Note</b>:</p> <ul type="disc"><li><h6>On eDesk, the invitations will be displayed until the user accepts the invitations.</h6></li></ul> <p></p> <h1><br></h1> <h1><b style="font-size: x-large; color: rgb(79, 129, 189);"><a href="http://help.akken.com/help-articles/owner%e2%80%99s-calendar/">OWNER'S C</a>ALENDAR</b></h1> <p></p> <p>When the owner of the invitation clicks on his calendar event that is created, the system displays the following screen:</p> <div><br></div> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012866154/original/Invitation.PNG?1429728201" class="inline-image" data-id="4012866154" style="cursor: default;"></p> <br> <p>In the above screen:</p> <ul type="disc"> <li>The status of the invitees’ will be displayed in the Participants list box of the Calendar window. <p></p> </li> <li>The invitees who accepted the invitation, their status will be displayed as <b>‘Accepted’</b> against their email address in the Participants list box of the Calendar window. <p></p> </li> <li>Invitees who accepted the invitation temporarily their status will be displayed as<b> ‘Tentative’</b>. <p></p> </li> <li>Similarly, the invitees who rejected the invitation, their status will be displayed as <b>‘Declined</b>’. <p></p> </li> <li>The invitees who does not accept or reject the invitation, their status will be displayed as <b>‘Pending’</b>. <p></p> </li> <li>You can view all the notes, which the invitees enter while accepting or rejecting the invitation, in the Notes field, along with the date, time and the invitees name.</li> </ul> <p>Note: <span>As you are the owner, you can update and delete the calendar invitation using the </span><b>Update</b><span> and </span><b>Delete</b><span> links available in the Calendar window.</span></p> <h1><span style="font-size: x-large; color: rgb(79, 129, 189);"><br></span></h1> <h1><span style="font-size: x-large; color: rgb(79, 129, 189);"><b><a href="http://help.akken.com/help-articles/send-invitations-through-calendar/">SEND INVITATIONS THROUGH C</a>ALENDAR</b></span></h1> <p></p> <p>Invitations on eDesk list the invitations that are received. You can send the invitations using the calendar feature. While adding the new calendar item, you can invite others for your appointment or meeting. All those employees or external contacts who are listed when adding a new calendar item, will be sent an invitation. They too can accept or reject the invitation sent by you.</p> <p></p> <p></p> <h1><br></h1> <h1><span style="color: rgb(79, 129, 189); font-size: x-large;"><b><a href="http://help.akken.com/help-articles/acceptreject-an-invitation/">ACCEPT/REJECT AN I</a>NVITATION</b></span></h1> <p></p> <p>You can accept or reject the invitations from the <b>Invitations</b> section of eDesk.</p> <p>To accept the invitation, perform the following steps:</p> <ol type="1"><li>On <b>eDesk – Invitations</b> section, click on any <b>Invitation Title</b> link, you wish to accept. The system displays the Invitations window as shown below: </li></ol> <div><br></div> <div> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012867775/original/Invitation_2.png?1429731008" class="inline-image" data-id="4012867775" style="cursor: default;"></p> <br> </div> <ol type="1"><li>In the above screen, you can do the following: </li></ol> <ol type="disc"><li><ul type="disc"> <li>Click on the <b>‘Accept’</b> link to accept the invitation. </li> <li>Click on the <b>‘Tentative’</b> link to accept the invitation temporarily. <p></p> </li> <li>Click on the <b>‘Decline’</b> link to reject the invitation. </li> <li>Click on the ‘<b>Close’</b> link to close the window. </li> </ul></li></ol> <p></p> <p><b>Note:</b></p> <ul type="disc"> <li>All the invitations received by you will be displayed in the Invitations and Calendar sections of your eDesk screen. <p></p> </li> <li>The status of the Invitation in the Calendar section will be displayed as <b>Pending</b> until you accept that invitation in the Invitations section. <p></p> </li> <li>Once you accept the invitation, then the pending status in the Calendar section will disappear. <p></p> </li> <li>If you do not <b>Accept</b> or <b>Reject</b> the invitation, then the invitation will be displayed in the Calendar section with status as “Pending” on the date specified by the owner of the invitation while creating it. <p></p> </li> <li>If you accept the invitation before the specified date, then it becomes your calendar event and displays in Calendar section. Now, the pending status of the invitation will disappear. <p></p> </li> <li>If you select the <b>Repetitive</b> option while creating the invitation, then it displays the invitation in the Calendar section of the invitee based on the day specified by you. <p></p> </li> <li>You can also view the invitations sent for others in the calendars screen to know the availability status of the invitee for sending the new invitation. </li> <li><br></li> </ul> <p></p> <h1><span style="font-size: x-large; color: rgb(79, 129, 189);"><b><a href="http://help.akken.com/help-articles/synchronization-of-the-invitation/">SYNCHRONIZATION OF THE I</a>NVITATION</b></span></h1> <p></p> <p><b>Akken Staffing</b> automatically synchronizes the status of the invitations between the owner of the invitation and the invitees. Both the owner of the invitation and the invitees who have accepted the invitation can see the status of the invitation and the corresponding changes as well as the names of the other invitees from their respective calendar screens.</p> <p><br></p> <p></p> <p></p> <h1><br></h1> <p></p> </div> </div> 266154 336 4000005692 2015-04-22T15:32:37-04:00 3 2 1 2 eDesk - Invitations 2015-08-21T04:41:08-04:00 12054499 1 2014-03-14T09:48:31-04:00 5 0 Tasks in E-Desk allow you to quickly add tasks and view all the tasks assigned for the day. Tasks on E-Desk are displayed with the Date and Title of the task as a link. The link also displays the Contact Name and the person who created the task. You can add multiple tasks and update the status of each task as it is progressing. Akken Staffing allows you to view Task Manager home page from E-Desk. Click on the ‘Tasks’ link on the E-Desk. Result: The Task Manager home page is displayed.  Refer to the ‘Task Manager’ topic under Collaboration to know more about the Tasks. Modify Task Details To edit task details: 1. Click on the relevant ‘Task’ link you wish to edit on eDesk. Result: The eDesk screen refreshes by displaying the Edit Task Screen to edit task item. 2. Modify the task details. 3. Click on the ‘Update’ link to update the task details. Result: The Edit Task screen updates and saves the changes. 4. To close the window, click on the ‘Close’ link. Create a New Task On the eDesk home page, click on the New link available in the Tasks section to create a new task. The Add Task screen pops up by displaying the form to create a new task. The task manager screen is divided into two parts, namely, ‘Task Info’ and ‘Task details’. The task info part captures the new task information.   To view a full sized copy of the image, please click directly onto the graphic. To create a new task: Select the task type from the Categories drop list. To create a new task type rather than a type from the drop down list box, click on the ‘Manage Categories’ link. See the Manage Categories topic for more details. Specify the subject for the task in the Subject text box. Specify the Start Date and Due Date of the task from the fields provided. Alternatively, you can click on the calendar icon to specify the start date and due date of the task. Specify the task status from the Status drop down list. The Status is a drop down list containing the following options: Not Started, In Progress, Waiting on someone else, Deferred and Completed. The fields marked in * (red star) are mandatory. You can also specify the task priority from the Priority drop down list. For instance, you can select as high/low/medium etc. By default, the priority is selected as ‘Normal’ Specify the percentage of task completed in the % completed text box. This helps to keep track of your each task. For instance, you can enter as 50% or 75% etc., Enter the task description in the Description textarea. You can specify the date till which the task can be reminded on eDesk. To do this, select the ‘Remind me on eDesk until’ check box and specify the Month, Day, Year and Time by selecting in their respective fields from the drop down list.  The task will be reminded on eDesk until the date you specify. The reminders for tasks will start from task start date until reminder date. For example:  If the user creates a new task with today (24 February 2009) as Start Date and Reminder Date as March 01, 2009, then the system displays the reminder in eDesk->Reminders section from today till March 01, 2009. Alternatively, you can click on calendar icon to specify the date till which the task can be reminded on eDesk. You will find the Recurrence link in the Recurrence field. Clicking on this link allows you to set the task recurrence. Based on the recurrence set, the task will be displayed in the eDesk->Tasks section and Task Manager home page. Once you apply the selected task recurrence settings, the system displays the selected recurrence information in the Add Task screen. Task Details To add completed task information: Specify the date of task completion by selecting the Month, Day and Year in their respective fields drop down list. Alternatively, you can click on the calendar icon to specify the task completion date. Enter the total work hours in Total Work text box. Enter the actual work hours in Actual Work text box. Enter the companies involved in the Companies text box. Enter the mileage in the Mileage text box. Enter the billing information in the Billing Information text box. The user can now browse and upload the required files to the new task from the Upload File(s) field, if required. To upload the file, click the Browse button and select the required file and click Open. The system displays the uploaded file in the Uploaded File(s) section. The user can remove the uploaded files, if required by clicking on the Remove link available next to the Uploaded File(s) field. All the tasks added will be displayed in the eDesk on the date it has been created and not for the duration of the task. User can upload many files. Click on the ‘Save’ link to save new task details. Result The Add Task screen saves the task details and the Task Manager Home page is displayed with the new task added in the existing list. Click on the ‘Close’ link to cancel and return to the previous page.  <p><span style="font-size: medium;">Tasks in <b>E-Desk </b>allow you to quickly add tasks and view all the tasks assigned for the day. Tasks on E-Desk are displayed with the Date and Title of the task as a link. The link also displays the Contact Name and the person who created the task. You can add multiple tasks and update the status of each task as it is progressing.<br></span></p> <p><span style="font-size: medium;"><br></span></p> <div><div> <div><p></p></div> <p></p> </div></div> <p><span style="font-size: medium;"><b style="">Akken Staffing</b><span style=""> allows you to view Task Manager home page from E-Desk. Click on the ‘</span><b style="">Tasks’</b><span style=""> link on the E-Desk. Result: The Task Manager home page is displayed. </span><br></span></p> <div> <p><br></p> <table cellspacing="0"><tbody><tr> <td width="54"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image050.jpg" width="39" height="38" style="cursor: default;"></td> <td width="12"></td> <td width="416" class="current"><span style="font-size: medium;">Refer to the ‘<b>Task Manager’ </b>topic under Collaboration to know more about the Tasks.</span></td> </tr></tbody></table> <p></p> <p></p> <h1><br></h1> <h1><a href="http://help.akken.com/help-articles/modify-task-details/" style="color: rgb(0, 0, 0); font-size: large;"><b>Modify Task Details</b></a></h1> <p></p> <p><span style="font-size: medium;"><br></span></p> <p><span style="font-size: medium;">To edit task details:</span></p> <p><span style="font-size: medium;"><br></span></p> <p><span style="font-size: medium;">1. Click on the relevant ‘<b>Task’ </b>link you wish to edit on eDesk. Result: The eDesk screen refreshes by displaying the Edit Task Screen to edit task item.</span></p> <p><br></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012868386/original/Edit_Task.PNG?1429732558" class="inline-image" data-id="4012868386" style="cursor: default;"></p> <p><br></p> <p><span style="font-size: medium;">2. Modify the task details.</span></p> <p><span style="font-size: medium;">3. Click on the <b>‘Update’</b> link to update the task details. Result: The Edit Task screen updates and saves the changes.</span></p> <p><span style="font-size: medium;">4. To close the window, click on the <b>‘Close’</b> link.</span></p> <h1><a href="http://help.akken.com/help-articles/create-a-new-task/" style="font-size: large; color: rgb(0, 0, 0);"><b>Create a New Task</b></a></h1> <p></p> <p><span style="font-size: medium;">On the eDesk home page, click on the <b>New</b> link available in the <b>Tasks</b> section to create a new task. The Add Task screen pops up by displaying the form to create a new task. The task manager screen is divided into two parts, namely, ‘<b>Task Info’</b> and ‘<b>Task details’</b>. The task info part captures the new task information.</span></p> <p><span style="font-size: medium;"> </span></p> <p><span style="font-size: medium;">To view a full sized copy of the image, please click directly onto the graphic.</span></p> <p><span style="font-size: medium;"><b>To create a new task:</b></span></p> <ol type="1"> <li> <span style="font-size: medium;">Select the task type from the <i>Categories</i> drop list. To create a new task type rather than a type from the drop down list box, click on the ‘<b>Manage Categories</b>’ link. See the Manage Categories topic for more details. </span><p></p> </li> <li><span style="font-size: medium;">Specify the subject for the task in the <i>Subject</i> text box. </span></li> <li> <span style="font-size: medium;">Specify the Start Date and <i>Due Date</i> of the task from the fields provided. </span><p></p> </li> <li> <span style="font-size: medium;">Alternatively, you can click on the calendar <img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image021.jpg" width="18" height="16"> icon to specify the start date and due date of the task. </span><p></p> </li> <li> <span style="font-size: medium;">Specify the task status from the <i>Status</i> drop down list. The Status is a drop down list containing the following options: <b>Not Started, In Progress, Waiting on someone else, Deferred </b>and<b> Completed.</b> </span><p></p> </li> <li> <span style="font-size: medium;">The fields marked in * (red star) are mandatory. </span><p></p> </li> <li> <span style="font-size: medium;">You can also specify the task priority from the Priority drop down list. For instance, you can select as high/low/medium etc. By default, the priority is selected as ‘Normal’ </span><p></p> </li> <li> <span style="font-size: medium;">Specify the percentage of task completed in the % completed text box. This helps to keep track of your each task. For instance, you can enter as 50% or 75% etc., </span><p></p> </li> <li><span style="font-size: medium;">Enter the task description in the Description textarea. </span></li> <li> <span style="font-size: medium;">You can specify the date till which the task can be reminded on eDesk. To do this, select the ‘<b>Remind me on eDesk until’</b> check box and specify the Month, Day, Year and Time by selecting in their respective fields from the drop down list.  The task will be reminded on eDesk until the date you specify. The reminders for tasks will start from task start date until reminder date. For example:  If the user creates a new task with today (24 February 2009) as Start Date and Reminder Date as March 01, 2009, then the system displays the reminder in eDesk-&gt;Reminders section from today till March 01, 2009. </span><p></p> </li> <li> <span style="font-size: medium;">Alternatively, you can click on calendar <img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image021.jpg" width="18" height="16"> icon to specify the date till which the task can be reminded on eDesk. </span><p></p> </li> <li> <span style="font-size: medium;">You will find the <b>Recurrence</b> link in the <i>Recurrence</i> field. Clicking on this link allows you to set the task recurrence. Based on the recurrence set, the task will be displayed in the eDesk-&gt;Tasks section and Task Manager home page. </span><p></p> </li> <li><span style="font-size: medium;">Once you apply the selected task recurrence settings, the system displays the selected recurrence information in the Add Task screen. </span></li> </ol> <div style="font-weight: bold;"><b><br></b></div> <span style="font-size: large; color: rgb(0, 0, 0);"><b>Task Details</b></span><p></p> <p><span style="font-size: medium;">To add completed task information:</span></p> <ol type="1"> <li> <span style="font-size: medium;">Specify the date of task completion by selecting the Month, Day and Year in their respective fields drop down list. </span><p></p> </li> <li> <span style="font-size: medium;">Alternatively, you can click on the calendar <img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image021.jpg" width="18" height="16"> icon to specify the task completion date. </span><p></p> </li> <li><span style="font-size: medium;">Enter the total work hours in Total Work text box. </span></li> <li><span style="font-size: medium;">Enter the actual work hours in Actual Work text box. </span></li> <li><span style="font-size: medium;">Enter the companies involved in the Companies text box. </span></li> <li><span style="font-size: medium;">Enter the mileage in the Mileage text box. </span></li> <li><span style="font-size: medium;">Enter the billing information in the Billing Information text box. </span></li> <li> <span style="font-size: medium;">The user can now browse and upload the required files to the new task from the <b>Upload File(s)</b> field, if required. To upload the file, click the <b>Browse</b> button and select the required file and click <b>Open</b>. The system displays the uploaded file in the <b>Uploaded File(s)</b> section. The user can remove the uploaded files, if required by clicking on the <b>Remove</b> link available next to the <b>Uploaded File(s)</b> field. All the tasks added will be displayed in the eDesk on the date it has been created and not for the duration of the task. </span><p></p> </li> <li><span style="font-size: medium;">User can upload many files. </span></li> <li> <span style="font-size: medium;">Click on the <b>‘Save’</b> link to save new task details. Result The Add Task screen saves the task details and the Task Manager Home page is displayed with the new task added in the existing list. </span><p></p> </li> <li><span style="font-size: medium;">Click on the <b>‘Close’</b> link to cancel and return to the previous page. </span></li> </ol> </div> 266154 475 4000005872 2015-04-22T15:57:02-04:00 4 2 5 0 eDesk - Tasks 2015-06-23T08:33:37-04:00 12054499 1 2014-03-14T09:53:54-04:00 2 0 Reminders on eDesk display your tasks and calendar items that are pending. The details are drawn from Tasks and Calendars. With the help of reminders on eDesk, you can remind yourself about the appointments, meetings, events and even about your personal activities that you have scheduled. The details of reminders on eDesk are also drawn from CRM-My Placement, while closing a placement through CRM, HRM-Hiring Management, Employee Management, Departments, Accounting-Assignments, New assignments, and also while creating a new employee from Admin-User Management. The ‘Assignments’ tab under ‘HR data’ tab in all these menus has a check box ‘Remind Me before on eDesk’, with a drop list of various intervals starting from 5 minutes to 14 days. According to the interval selected in the drop list, the reminder will be reflected on the eDesk under ‘Reminders’ section. Set a Reminder for Task You can select the option to remind yourself about the task on eDesk while creating the task.   eDesk->Reminders – The reminders for tasks will start from task start date until reminder date. For example: If the user creates a new task with today (24 February 2009) as Start Date and Reminder Date as March 01, 2009, then the system displays the reminder in eDesk-> Reminders section from today till March 01, 2009. Refer to the Adding new task topic to know how to set reminder options for a task. Set a Reminder for Calendar Item You can set the reminder alert for a calendar item from the Calendar – New Appointment screen. To set the reminder alert, follow the steps below: Open any Add Appointment screen and select the Notify me check box option and specify the time during which the alert needs to be triggered in the Pop Up / eDesk Reminder field and finally save the appointment. You can select the desired time period from the drop down list to trigger the alert. Based on the time period selected, the reminder will be displayed as pop up message to the user at the specified time.   <p style=""><span style="font-size: medium;">Reminders on eDesk display your tasks and calendar items that are pending. The details are drawn from Tasks and Calendars. With the help of reminders on eDesk, you can remind yourself about the appointments, meetings, events and even about your personal activities that you have scheduled.</span></p> <p style=""><span style="font-size: medium;">The details of reminders on eDesk are also drawn from CRM-My Placement, while closing a placement through CRM, HRM-Hiring Management, Employee Management, Departments, Accounting-Assignments, New assignments, and also while creating a new employee from Admin-User Management. The ‘Assignments’ tab under ‘HR data’ tab in all these menus has a check box ‘Remind Me before on eDesk’, with a drop list of various intervals starting from 5 minutes to 14 days. According to the interval selected in the drop list, the reminder will be reflected on the eDesk under ‘Reminders’ section.</span></p> <p style=""><br></p> <p> </p> <p> </p> <div> <div> <div> <h1><a href="http://help.akken.com/help-articles/set-a-reminder-for-task/" style="font-size: large; color: rgb(0, 0, 0);"><b>Set a Reminder for Task</b></a></h1> <p></p> <p> </p> <p><span style="font-size: medium;">You can select the option to remind yourself about the task on eDesk while creating the task.   <b>eDesk-&gt;Reminders</b> – The reminders for tasks will start from task start date until reminder date.</span></p> <p><span style="font-size: medium;">For example:</span></p> <p><span style="font-size: medium;">If the user creates a new task with today (24 February 2009) as Start Date and Reminder Date as March 01, 2009, then the system displays the reminder in eDesk-&gt; Reminders section from today till March 01, 2009.</span></p> <table cellspacing="0"><tbody><tr> <td width="45"><span style="font-size: medium;"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image057.gif" width="39" height="38" style="cursor: default;"></span></td> <td width="11"></td> <td width="390"><span style="font-size: medium;" class="current">Refer to the <strong><a href="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Create_a_new_task.htm"><b>Adding new task</b></a> </strong>topic to know how to set reminder options for a task.</span></td> </tr></tbody></table> <p></p> <p></p> <h1><br></h1> <h1><a href="http://help.akken.com/help-articles/set-a-reminder-for-calendar-item/" style="font-size: large; color: rgb(0, 0, 0);"><b>Set a Reminder for Calendar Item</b></a></h1> <p></p> <p><span style="font-size: medium;">You can set the reminder alert for a calendar item from the <b>Calendar – New Appointment</b> screen.</span></p> <p><span style="font-size: medium;">To set the reminder alert, follow the steps below:</span></p> <ol type="1"> <li> <span style="font-size: medium;">Open any <b>Add Appointment</b> screen and select the <b>Notify me</b> check box option and specify the time during which the alert needs to be triggered in the <b>Pop Up / eDesk Reminder</b> field and finally save the appointment. </span><p></p> </li> <li> <span style="font-size: medium;">You can select the desired time period from the drop down list to trigger the alert. </span><p></p> </li> <li> <span style="font-size: medium;">Based on the time period selected, the reminder will be displayed as pop up message to the user at the specified time</span>. </li> </ol> <p></p> <p></p> <p></p> <h1><br></h1> <p></p> <p><br></p> <p></p> </div> </div> </div> 266154 428 4000005878 2015-04-22T16:00:37-04:00 5 2 2 0 eDesk - Reminders 2015-08-21T04:41:08-04:00 12054499 1 2014-03-14T10:13:48-04:00 0 0 Email feature on eDesk allows you to view the latest incoming emails and unread messages immediately, since the eDesk screen refreshes every 5 minutes. Inbox The ‘Inbox’ link on eDesk displays the total number of emails in the inbox and also the number of new emails that have arrived in the Inbox. The number of new emails is displayed in brackets and is in bold font. Clicking on the ‘Inbox’ link, takes you to the Collaboration-Email home page. Refer to the ‘Email’ topic in Collaboration to know more about using the various Email features. Address Book eDesk allows you to save your contacts directly to Address Book in Collaboration. To open the Address Book from eDesk: Click on the ‘Address Book’ link under the E-Mail section from the eDesk screen. Result: The eDesk screen refreshes by displaying the Address Book Home page. Refer to the ‘Using the Address Book’ topic in Collaboration to know more about using the Address Book. Sending or Scheduling a message After you compose a message, you can send it immediately or put it in your  schedule to be sent at a later date. You can schedule message from the compose window using the Send Options menu listing. Selecting Schedule option from Send menu listing in compose window displays the Schedule pop up window for scheduling a message to send on a particular date.   Schedule Time Screen 1. From the pop up window, select the date at which the message should be sent by choosing the Month, Day and Year in their respective fields from the drop down list. 2. Select the time to fill the time at which the which message should be sent on specified date by choosing Hour and Minutes in their respective fields from the drop down list. 3. Specify the end date of the schedule by selecting the required fields from the End Date drop down list. 4. Alternatively, you can click on the calendar icon beside the End Date drop down list to select the required date. 5. You can also set the frequency of repetitive type of the schedule by selecting the required fields from the Repetitive Type drop down list. 6. Click on the ‘Schedule’ link to send the message on the specified date and time. Result: The compose screen is processed and closed. 7. To close the window, click on the ‘Close’ link. The messages which are scheduled are put in Outbox mail folder displaying the status as “scheduled”. The messages which are scheduled cannot be deleted. The scheduled message from outbox is sent when specified date arrives. Send an E-mail Message To send an e-mail message directly from eDesk, click on the ‘New’ link under E-Mail. Result: The Compose pop up window is displayed. To send an email message: By default. the From and To fields automatically displays the logged in user email address. If you have multiple email accounts, then you can use other than your default account.  Select the email address you want to use from the drop down list of From field. By default, all the emails sent to Contacts/Companies/Candidates through the ‘Send Mail‘ link goes through the Bcc field. Cc: In the Cc text box specify the email address to which the copy of the message is to be sent. You can specify the recipient email addresses in the following ways. You can type in the email address of recipient, or click on the ‘Cc’ link to specify the recipient email address. Commas separate multiple email addresses. Specifying the ‘Cc’ field is optional. Enter the message title, in the Subject text box. The Attachments field displays the files attached if any. Click on the ‘Remove’ link to remove the files attached. Result: The screen refreshes by removing the files attached without going for a separate window to remove. The Associate Email field displays the list of names whose email ids are associated with the selected Contact/Company/Candidate/Job Order. You will also find the ‘Add/Remove‘ link beside the association names. Click on the ‘Add/Remove‘ link, if you want to associate an email. See the Associate a new email to an entity topic for more details in CRM module help file. Select the ‘Save in Sent Folder’ check box to save a copy of your message into Sent Messages folder. The Request Read Receipt feature will allow the user to configure the email compose screen to receive a read mail receipt. This is an electronic message received by the sender inbox when the recipient has opened and viewed the mail send by the sender. Once the check box option is selected, then the sender of the email will receive a receipt whenever the recipient opens the message. By default, this option will not be selected. The default editor you have selected under Email options is displayed in the drop down field adjacent to the ‘Save in Sent Folder’ check box. You can use one other than the default editor. Result: The compose window screen refreshes by enabling the selected editor. You can send simple plain text to recipient when you use simple editor. You can apply HTML formatting tools, if you use Advanced editor. The three steps discussed below are used when advance editor is selected. The signature, which you have set as default, is selected and added to the messages that you send. If you do not wish to use signature, select No Signature option from the drop down list. See the ‘Signatures’ topic to manage the signatures. To add any special emphasis to the structure of message text you use such as bold text, font format, font size, numbered lists, spell check, text striking etc., you can use formatting tools underneath of Editor drop down  field. See the Formatting Text topic to know the usage of formatting tools. In the large text box, enter the message text. You can write as much as you like. To attach any files and documents, click on the  ’Manage Attachments‘ link. It is discussed later in this section. See the Manage Attachments topic to know how to add files and document attachments. Once you have completed the above steps, you can use Send options to send the message immediately or to schedule a message to send later. Click on the Send  down arrow icon link. You will see menu listing. You have the following options: Send – Selecting this option immediately sends the composed message to recipients. Schedule – Selecting this option allows you to send the message on a scheduled date. See the Sending or Scheduling a message topic to know more. If you wish to send the message later, click on the ‘Save in Drafts’ link to save the message in drafts folder and send it later. Result: The message is added in drafts folder. To close the window, click on the ‘Close’ link <p><span style="font-family: 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: medium;">Email feature on eDesk allows you to view the latest incoming emails and unread messages immediately, since the eDesk screen refreshes every 5 minutes.</span></p> <p> </p> <p> </p> <div> <div> <div> <h1> <span style="font-size: medium;"><a href="http://help.akken.com/help-articles/inbox/" style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);"><b>Inbox</b></a><br></span> </h1> <p></p> <p> </p> <p><span style="font-size: medium;">The ‘<b>Inbox’</b> link on eDesk displays the total number of emails in the inbox and also the number of new emails that have arrived in the Inbox. The number of new emails is displayed in brackets and is in bold font. Clicking on the ‘<b>Inbox’</b> link, takes you to the Collaboration-Email home page.</span></p> <p><span style="font-size: medium;"><br></span></p> <table cellspacing="0"><tbody><tr> <td width="45"><span style="font-size: medium;"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image057.gif" width="39" height="38" style="cursor: default;"></span></td> <td width="11"></td> <td width="390" class="current"><span style="font-size: medium;">Refer to the ‘<b>Email’ </b>topic in Collaboration to know more about using the various Email features.</span></td> </tr></tbody></table> <h1><a href="http://help.akken.com/help-articles/address-book-2/" style="color: rgb(0, 0, 0); font-size: large;"><b>Address Book</b></a></h1> <p></p> <p><span style="font-size: medium;">eDesk allows you to save your contacts directly to Address Book in Collaboration.</span></p> <p><span style="font-size: medium;">To open the Address Book from eDesk:</span></p> <p><span style="font-size: medium;">Click on the <b>‘Address Book’</b> link under the E-Mail section from the eDesk screen. Result: The eDesk screen refreshes by displaying the Address Book Home page.</span></p> <p><span style="font-size: medium;"><br></span></p> <table cellspacing="0"><tbody><tr> <td width="45"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image057.gif" width="39" height="38"></td> <td width="11"></td> <td width="390">Refer to the ‘<b>Using the Address Book’ </b>topic in Collaboration to know more about using the Address Book.</td> </tr></tbody></table> <h1><br></h1> <h1><a href="http://help.akken.com/help-articles/sending-or-scheduling-a-message-2/" style="color: rgb(0, 0, 0); font-size: large;"><b>Sending or Scheduling a message</b></a></h1> <p></p> <p><span style="font-size: medium;">After you compose a message, you can send it immediately or put it in your  schedule to be sent at a later date. You can schedule message from the compose window using the Send Options menu listing. Selecting Schedule option from Send menu listing in compose window displays the Schedule pop up window for scheduling a message to send on a particular date.</span></p> <table cellspacing="0"><tbody><tr><td width="357"> <img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image062.jpg" width="500" height="242" style="cursor: default;">  <p></p> <p>Schedule Time Screen</p> </td></tr></tbody></table> <p><br></p> <p>1<span style="font-size: medium;">. From the pop up window, select the date at which the message should be sent by choosing the Month, Day and Year in their respective fields from the drop down list.</span></p> <p><span style="font-size: medium;">2. Select the time to fill the time at which the which message should be sent on specified date by choosing Hour and Minutes in their respective fields from the drop down list.</span></p> <p><span style="font-size: medium;">3. Specify the end date of the schedule by selecting the required fields from the End Date drop down list.</span></p> <p><span style="font-size: medium;">4. Alternatively, you can click on the calendar icon beside the End Date drop down list to select the required date.</span></p> <p><span style="font-size: medium;">5. You can also set the frequency of repetitive type of the schedule by selecting the required fields from the Repetitive Type drop down list.</span></p> <p><span style="font-size: medium;">6. Click on the <b>‘Schedule’</b> link to send the message on the specified date and time. Result: The compose screen is processed and closed.</span></p> <p><span style="font-size: medium;">7. To close the window, click on the ‘<b>Close’ link</b>.</span></p> <p><span style="font-size: medium;">The messages which are scheduled are put in Outbox mail folder displaying the status as “scheduled”. The messages which are scheduled cannot be deleted. The scheduled message from outbox is sent when specified date arrives.</span></p> <h1><a href="http://help.akken.com/help-articles/send-an-e-mail-message/" style="color: rgb(0, 0, 0); font-size: large;"><b>Send an E-mail Message</b></a></h1> <p></p> <p><span style="font-size: medium;">To send an e-mail message directly from eDesk, click on the <b>‘New’</b> link under E-Mail. Result: The Compose pop up window is displayed.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012896539/original/Email.png?1429793477" class="inline-image" data-id="4012896539" style="cursor: default;"></p></div> <br> <p><span style="font-size: medium;"><b>To send an email message:</b></span></p> <ol type="1"> <li> <span style="font-size: medium;">By default. the From and To fields automatically displays the logged in user email address. If you have multiple email accounts, then you can use other than your default account.  Select the email address you want to use from the drop down list of <i>From</i> field. </span><p></p> </li> <li> <span style="font-size: medium;">By default, all the emails sent to Contacts/Companies/Candidates through the ‘<b>Send Mail</b>‘ link goes through the <i>Bcc</i> field. </span><p></p> </li> <li> <span style="font-size: medium;"><b>Cc:</b> In the Cc text box specify the email address to which the copy of the message is to be sent. You can specify the recipient email addresses in the following ways. You can type in the email address of recipient, or click on the ‘Cc’ link to specify the recipient email address. Commas separate multiple email addresses. Specifying the ‘Cc’ field is optional. </span><p></p> </li> <li><span style="font-size: medium;">Enter the message title, in the <i>Subject</i> text box. </span></li> <li> <span style="font-size: medium;">The Attachments field displays the files attached if any. Click on the <b>‘Remove’</b> link to remove the files attached. <i>Result</i>: The screen refreshes by removing the files attached without going for a separate window to remove. </span><p></p> </li> <li> <span style="font-size: medium;">The <i>Associate Email</i> field displays the list of names whose email ids are associated with the selected Contact/Company/Candidate/Job Order. You will also find the ‘<b>Add/Remove</b>‘ link beside the association names. Click on the ‘<b>Add/Remove</b>‘ link, if you want to associate an email. See the <b>Associate a new email to an entity</b> topic for more details in CRM module help file. </span><p></p> </li> <li> <span style="font-size: medium;">Select the ‘<b>Save in Sent Folder</b>’ check box to save a copy of your message into Sent Messages folder. </span><p></p> </li> <li> <span style="font-size: medium;">The <b>Request Read Receipt</b> feature will allow the user to configure the email compose screen to receive a read mail receipt. This is an electronic message received by the sender inbox when the recipient has opened and viewed the mail send by the sender. Once the check box option is selected, then the sender of the email will receive a receipt whenever the recipient opens the message. By default, this option will not be selected. </span><p></p> </li> <li> <span style="font-size: medium;">The default editor you have selected under Email options is displayed in the drop down field adjacent to the ‘Save in Sent Folder’ check box. You can use one other than the default editor. <i>Result</i>: The compose window screen refreshes by enabling the selected editor. </span><p></p> </li> <li> <span style="font-size: medium;">You can send simple plain text to recipient when you use simple editor. You can apply HTML formatting tools, if you use Advanced editor. The three steps discussed below are used when advance editor is selected. </span><p></p> </li> <li> <span style="font-size: medium;">The signature, which you have set as default, is selected and added to the messages that you send. If you do not wish to use signature, select No Signature option from the drop down list. See the ‘Signatures’ topic to manage the signatures. </span><p></p> </li> <li> <span style="font-size: medium;">To add any special emphasis to the structure of message text you use such as bold text, font format, font size, numbered lists, spell check, text striking etc., you can use formatting tools underneath of Editor drop down  field. See the Formatting Text topic to know the usage of formatting tools. </span><p></p> </li> <li> <span style="font-size: medium;">In the large text box, enter the message text. You can write as much as you like. </span><p></p> </li> <li> <span style="font-size: medium;">To attach any files and documents, click on the  ’<b>Manage Attachments</b>‘ link. It is discussed later in this section. See the Manage Attachments topic to know how to add files and document attachments. </span><p></p> </li> <li> <span style="font-size: medium;">Once you have completed the above steps, you can use Send options to send the message immediately or to schedule a message to send later. Click on the Send  down arrow icon link. You will see menu listing. You have the following options: </span><p></p> </li> <li> <span style="font-size: medium;"><b>Send</b> – Selecting this option immediately sends the composed message to recipients. </span><p></p> </li> <li> <span style="font-size: medium;"><b>Schedule</b> – Selecting this option allows you to send the message on a scheduled date. See the <a href="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Sending_or_Scheduling_a_message.htm">Sending or Scheduling a message</a> topic to know more. </span><p></p> </li> <li> <span style="font-size: medium;">If you wish to send the message later, click on the ‘<b>Save in Drafts</b>’ link to save the message in drafts folder and send it later. <i>Result</i>: The message is added in drafts folder. </span><p></p> </li> <li><span style="font-size: medium;">To close the window, click on the <b>‘Close’</b> link</span></li> </ol> <p></p> <p><br></p> <p></p> </div> </div> </div> 266154 458 4000005894 2015-04-23T08:51:29-04:00 6 2 0 0 eDesk - Email 2015-08-21T04:41:08-04:00 12054499 1 2014-03-14T10:26:06-04:00 2 0 eCampaigns - Marketing people can send numerous eCampaigns to promote their recruitments. Using the eCampaigns feature in eDesk allows you to track the inquiries received against the eCampaigns owned by you. Responding from New Inquiries window You can respond to eCampaign Inquiry from New Inquiries pop up window. The process of creating the response is very simple and relatively easy. Refer to the ‘Creating response against eCampaign Inquiry’ topic in CRM to know how to send response for an eCampaign inquiry. View eCampaign Inquiries The number of Inquiries received per eCampaign that was sent, will be displayed on the eDesk, along with the count of unread responses to the eCampaign.   To view eCampaign inquiries: 1. Click on the ‘eCampaign title’ link from eDesk for which you wish to view inquiries. Result: The New Inquiries pop up window is displayed. 2. The New Inquiries pop up window displays the inquiries received from various parties against the selected e-campaign. 3. Select the required inquiry and click on the ‘Delete’ link to delete selected inquiry. 4. To close the pop up window, click on the ‘Close’ link. <p><span style="font-family: 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: medium;">eCampaigns - Marketing people can send numerous eCampaigns to promote their recruitments. Using the eCampaigns feature in eDesk allows you to track the inquiries received against the eCampaigns owned by you.</span></p> <p><span style=""><br></span></p> <p> </p> <p> </p> <div> <div> <h1><a href="http://help.akken.com/help-articles/responding-from-new-inquiries-window/" style="color: rgb(0, 0, 0); font-size: medium;">Responding from New Inquiries window</a></h1> <p></p> <p> </p> <p><span style="font-size: medium;">You can respond to eCampaign Inquiry from New Inquiries pop up window. The process of creating the response is very simple and relatively easy.</span></p> <table cellspacing="0"><tbody><tr> <td width="59"><span style="font-size: medium;"><img alt="" src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image057.gif" width="39" height="38"></span></td> <td width="11"></td> <td width="422"><span style="font-size: medium;" class="current">Refer to the ‘<b>Creating response against eCampaign Inquiry’ </b>topic in CRM to know how to send response for an eCampaign inquiry.</span></td> </tr></tbody></table> <h1><a href="http://help.akken.com/help-articles/view-ecampaign-inquiries/" style="font-size: large; color: rgb(0, 0, 0);"><b>View eCampaign Inquiries</b></a></h1> <p></p> <p><span style="font-size: medium;">The number of Inquiries received per eCampaign that was sent, will be displayed on the eDesk, along with the count of unread responses to the eCampaign.</span></p> <p><span style="font-size: medium;"> </span></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012898984/original/eCampaigns.PNG?1429796650" class="inline-image" data-id="4012898984" style="cursor: default;"></p> <p><br></p> <p><span style="font-size: medium;">To view eCampaign inquiries:</span></p> <p><span style="font-size: medium;">1. Click on the ‘<b>eCampaign title’ </b><b>link</b><b> </b>from eDesk for which you wish to view inquiries. Result: The New Inquiries pop up window is displayed.</span></p> <p><span style="font-size: medium;">2. The New Inquiries pop up window displays the inquiries received from various parties against the selected e-campaign.</span></p> <p><span style="font-size: medium;">3. Select the required inquiry and click on the <b>‘Delete’</b> link to delete selected inquiry.</span></p> <p><span style="font-size: medium;">4. To close the pop up window, click on the ‘<b>Close’ link</b><b>.</b></span></p> <p></p> <p><br></p> <p></p> </div> </div> 266154 352 4000005901 2015-04-23T09:44:19-04:00 7 2 2 0 eDesk - eCampaigns 2015-08-21T04:41:08-04:00 12054499 1 2014-03-17T12:12:56-04:00 0 0 The Submissions section on eDesk displays the list of submissions done for each job order. The submission details are displayed under the following columns: Company, Job Title, # Sub (Submissions)and Inquiries (unread).   Submissions Section Screen   Note: The Job Orders that are Closed, Filled,Archived and Cancelled will not be displayed in eDesk – Submissions section.   The below table explains the purpose of each column displayed in the Submissions section: Column Purpose Company This column will display the name of the company of the job order for which submission is done. All the names will be displayed in the ascending order. The company name will be a hyperlink. Clicking on a company name link will display the Company Summary screen, as viewed from CRM – Companies (double-click on a company record), as shown below:  Note: The company name and the title will be displayed in full in the available length in the submissions section. If the company name is longer than available space, then it will be appended by two dots, like “..” to show that the name of the company or the job title is longer than displayed. When the user moves the mouse over the links (Company and Job Title), the system will display the corresponding full names as a tool tip. Job Title This column will display the title of the job order. All the job order titles will be displayed in ascending order. The job order title will be a hyperlink. Clicking on this link will display the Job Order Summary screen as displayed in CRM – Job Orders (double-click on a job order record), as shown below:  Note: If there are multiple job order from the same company, then the sorting will be done based on name of the company in ascending order and then job order title in the ascending order.   #Sub (Submissions) This column will display the actual number of submissions done for the job order. The Submissions screen contains the list of candidates submitted for the Job Order. These numbers will be hyperlinks.  Clicking on a link will display the Submissions screen as displayed when the user clicks on a number link in the Candidates column in CRM – Job Orders home page, as shown below:   Inquiries (unread) This column will display the actual number of inquiries received for this job order. These will be the number of new/unread inquiries. Only the unread inquiry will be displayed as hyperlinks. Clicking on a link will display the Submissions screen.  The unread folder count will be updated even when the inquiries are opened from Inbox or replied from Inbox. Clicking on the job order submission title will displays the Submissions screen as shown below:   Submissions Screen The above screen allows you to view Inquires and Responses, if any. To view the submissions done from eDesk: Click on the ‘Submission title’ link to view the submissions done by you. The submission pop up window is displayed. The submission pop up window displays the New Inquiries, Position Title, Responded Details, Date and Submitted By columns details respectively as shown in the above screen. The New Inquiries  icon is displayed when you receive inquiries for the submission. The Responded Inquiries icon is displayed when you respond to the inquiry for the submission. Click on the ‘New Inquiries’ icon link to view and respond to the inquiries received. Click on the ‘Responded inquiries’ icon link to view the responded inquiries for the submission. To close the window, click on the ‘Close’ link. Refer to the ‘Creating response for submissions inquiry’ topic in CRM module to know how to create response for submission and view responded inquiries. <p><span style="font-size: medium;"><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">The </span><strong style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">Submissions</strong><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"> section on eDesk displays the list of submissions done for each job order. The submission details are displayed under the following columns: </span><strong style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">Company, Job Title, # Sub (Submissions)</strong><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">and</span><strong style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"> Inquiries (unread)</strong><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">.</span></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><br></span></p> <p><br></p> <table cellspacing="0" width="207" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="100%"> <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Submissions_Section_Screen.gif" alt="" width="341px" height="242px" style="cursor: nw-resize;"> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);">Submissions Section Screen</p> </td></tr></tbody></table> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"> </p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: medium;">Note:</b></p> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li><span style="font-size: medium;">The Job Orders that are <b>Closed,</b> <b>Filled,</b><b>Archived</b> and <b>Cancelled</b> will not be displayed in <b>eDesk – Submissions</b> section.</span></li></ul> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"> </span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The below table explains the purpose of each column displayed in the <b>Submissions</b> section:</span></p> <table cellspacing="0" width="757" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody class="current"> <tr> <td width="29.705%">Column</td> <td width="70.295%">Purpose</td> </tr> <tr> <td width="29.705%">Company</td> <td width="70.295%">This column will display the name of the company of the job order for which submission is done. All the names will be displayed in the ascending order. The company name will be a hyperlink. Clicking on a company name link will display the Company Summary screen, as viewed from CRM – Companies (double-click on a company record), as shown below: <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Company_Summary_Screen.gif" alt="" width="468px" height="277px" style="cursor: default;"></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>Note:</b> The company name and the title will be displayed in full in the available length in the submissions section. If the company name is longer than available space, then it will be appended by two dots, like “..” to show that the name of the company or the job title is longer than displayed.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;" class="current">When the user moves the mouse over the links (Company and Job Title), the system will display the corresponding full names as a tool tip.</span></p> </td> </tr> <tr> <td width="29.705%"><span style="font-size: medium;">Job Title</span></td> <td width="70.295%"> <span style="font-size: medium;">This column will display the title of the job order. All the job order titles will be displayed in ascending order. The job order title will be a hyperlink. Clicking on this link will display the Job Order Summary screen as displayed in CRM – Job Orders (double-click on a job order record), as shown below: </span><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Job_Order_Summary_Screen.gif" alt="" width="459px" height="278px" style="cursor: default;"></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>Note:</b> If there are multiple job order from the same company, then the sorting will be done based on name of the company in ascending order and then job order title in the ascending order.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"> </span></p> </td> </tr> <tr> <td width="29.705%"><span style="font-size: medium;">#Sub (Submissions)</span></td> <td width="70.295%"> <span style="font-size: medium;">This column will display the actual number of submissions done for the job order. The Submissions screen contains the list of candidates submitted for the Job Order. These numbers will be hyperlinks. </span><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Clicking on a link will display the Submissions screen as displayed when the user clicks on a number link in the Candidates column in CRM – Job Orders home page, as shown below:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Submissions_Screen1.gif" alt="" width="490px" height="192px" style="cursor: default;"></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"> </p> </td> </tr> <tr> <td width="29.705%" class="current">Inquiries (unread)</td> <td width="70.295%" class=""> <span style="font-size: medium;" class="current">This column will display the actual number of inquiries received for this job order. These will be the number of new/unread inquiries. Only the unread inquiry will be displayed as hyperlinks. Clicking on a link will display the Submissions screen. </span><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/Submissions_Screen2.gif" alt="" width="472px" height="325px" style="cursor: default;"></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The unread folder count will be updated even when the inquiries are opened from Inbox or replied from Inbox.</span></p> </td> </tr> </tbody></table> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Clicking on the job order submission title will displays the <b>Submissions</b> screen as shown below:</span></p> <table cellspacing="0" width="608" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="100%"> <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/image064.jpg" alt="" width="750px" height="511px" style="cursor: default;"> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Submissions Screen</span></p> </td></tr></tbody></table> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The above screen allows you to view Inquires and Responses, if any.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the submissions done from eDesk:</span></p> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li><span style="font-size: medium;">Click on the ‘<b>Submission title’ link</b> to view the submissions done by you. The submission pop up window is displayed.</span></li> <li><span style="font-size: medium;">The submission pop up window displays the New Inquiries, Position Title, Responded Details, Date and Submitted By columns details respectively as shown in the above screen.</span></li> <li><span style="font-size: medium;">The New Inquiries <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image030.jpg" alt="" width="16px" height="16px"> icon is displayed when you receive inquiries for the submission.</span></li> <li><span style="font-size: medium;">The Responded Inquiries <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image031.jpg" alt="" width="16px" height="16px">icon is displayed when you respond to the inquiry for the submission.</span></li> <li><span style="font-size: medium;">Click on the ‘<b>New Inquiries’</b> icon link to view and respond to the inquiries received.</span></li> <li><span style="font-size: medium;">Click on the ‘<b>Responded inquiries’</b> icon link to view the responded inquiries for the submission.</span></li> <li><span style="font-size: medium;">To close the window, click on the ‘<b>Close’ link</b>.</span></li> </ol> <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr> <td width="0.7in"><span style="font-size: medium;"><img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image057.gif" alt="" width="39px" height="38px"></span></td> <td width="11.8pt"></td> <td width="615px"><span style="font-size: medium;">Refer to the ‘<b>Creating response for submissions inquiry’</b> topic in <b>CRM</b> module to know how to create response for submission and view responded inquiries.</span></td> </tr></tbody></table> 266154 341 4000006444 2015-04-23T09:07:01-04:00 8 2 0 0 eDesk - Submissions 2015-08-21T04:41:08-04:00 12054499 1 2014-03-17T12:28:59-04:00 1 0 The Responses section in eDesk highlights on the number of responses received for the Job Posting. The number of responses received and the count on unread responses is indicated in circular brackets for each posting. To view the responses received from recipients of posting: 1. Click on the Posting Title link to view the list of postings done for the requirement. The Job Postings pop up window is displayed. 2. Click on New Responses icon  link from Postings window. The job postings pop up window refreshes by displaying the New Responses window. 3. The New Responses pop up window displays the list of responses received for posting. 4. Select the response and click on the ‘Delete’ link to delete the response. The New Response Inquiry pop up window refreshes by deleting. 5. Highlight the response and double click to capture the response. See the ‘Tracking the response for job posting’ topic in CRM to know your options for capturing the response. 6. To close the New Responses pop up window, click on the ‘Close’ link.   Note: The Job Orders that are Closed, Filled, Archived and Cancelled will not be displayed in the eDesk – Postings – Responses section. The number of inquiries received for the Job Postings is displayed under Inquiries. The number of inquiries received and the count of unread inquiries is indicated in the circular brackets for each posting on the eDesk. To view the Posting Inquires: 1. Click on the Posting Title link to view the list of postings done for the requirement. The Job Postings pop up window is displayed. 2. The New Inquiries  icon is displayed when you receive inquiries for the posting. 3. The Responded Inquiries icon is displayed when you respond to the inquiry for the posting. 4. Click on the ‘New Inquiries’ icon link to view and respond to the inquiries received. See the ‘Creating Response for job posting inquiry’ topic in CRM to know how to respond to the inquiry. 5. Click on the ‘Responded inquiries’ icon link to view the responded inquiries for the submission. See the ‘View Responded Inquires’ topic in CRM to know more. 6. To close the window, click on the ‘Close’ link.   Note: The Job Orders that are Closed, Filled, Archived and Cancelled will not be displayed in the eDesk – Postings – Inquiries section. <p> </p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The Responses section in eDesk highlights on the number of responses received for the Job Posting. The number of responses received and the count on unread responses is indicated in circular brackets for each posting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012896777/original/Postings.PNG?1429793809" class="inline-image" data-id="4012896777" data-height="133" style="cursor: default; height: 133px;"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the responses received from recipients of posting:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the Posting Title link to view the list of postings done for the requirement. The Job Postings pop up window is displayed.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. Click on New Responses icon <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image067.jpg" alt="" width="16px" height="16px" style="cursor: default;"> link from Postings window. The job postings pop up window refreshes by displaying the New Responses window.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. The New Responses pop up window displays the list of responses received for posting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. Select the response and click on the <b>‘Delete’</b> link to delete the response. The New Response Inquiry pop up window refreshes by deleting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Highlight the response and double click to capture the response. See the ‘<b>Tracking the response for job posting’</b> topic in CRM to know your options for capturing the response.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">6. To close the New Responses pop up window, click on the ‘<b>Close’ link</b>.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"> </span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>Note</b>: The Job Orders that are <b>Closed</b>, <b>Filled, Archived</b> and <b>Cancelled</b> will not be displayed in the <b>eDesk – Postings – Responses</b> section.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The number of inquiries received for the Job Postings is displayed under Inquiries. The number of inquiries received and the count of unread inquiries is indicated in the circular brackets for each posting on the eDesk.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012897005/original/Posting_Inquiries.PNG?1429794031" class="inline-image" data-id="4012897005" style="cursor: default;"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the Posting Inquires:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the Posting Title link to view the list of postings done for the requirement. The Job Postings pop up window is displayed.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. The New Inquiries <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image030.jpg" alt="" width="16px" height="16px" style="cursor: default;"> icon is displayed when you receive inquiries for the posting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. The Responded Inquiries <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image031.jpg" alt="" width="16px" height="16px" style="cursor: default;">icon is displayed when you respond to the inquiry for the posting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. Click on the ‘<b>New Inquiries’</b> icon link to view and respond to the inquiries received. See the ‘<b>Creating Response for job posting inquiry’</b> topic in CRM to know how to respond to the inquiry.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Click on the ‘<b>Responded inquiries’</b> icon link to view the responded inquiries for the submission. See the ‘<b>View Responded Inquires’</b> topic in CRM to know more.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">6. To close the window, click on the <b>‘Close’ link</b>.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"> </span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>Note</b>: The Job Orders that are <b>Closed,</b> <b>Filled, Archived</b> and <b>Cancelled</b> will not be displayed in the <b>eDesk – Postings – Inquiries</b> section.</span></p> 266154 295 4000006453 2015-04-23T09:00:43-04:00 9 2 1 0 eDesk - Postings 2015-08-21T04:41:08-04:00 12054499 1 2014-03-17T12:41:30-04:00 3 0 ‘Employees’ feature in eDesk is the combination of the aspects in HR and Admin modules. Akken Staffing opens up lines of quick communication between HR, employees and candidates through this feature. Administrators on the other hand can track hired candidates and consultants using this feature. NEW CONSULTANTS New consultants on eDesk highlight the count of company level consultants who are recruited but are yet to obtain an account. The count is determined from Admin. The count is decreased on eDesk to the extent consultant accounts are created by Admin. To view the new hired consultants: 1. Click on the ‘New Consultants’ link under Employees section. Result: The eDesk screen refreshes by displaying User Management screen under Admin. 2. The User Management screen displays the consultant details that are yet to hold an user account. 3. Click on the ‘Create Account’ link against the corresponding consultant to create an account exclusively for the selected consultant. 4. Select the multiple consultants by clicking on the check box located at the beginning of the respective row and click on the ‘Create Accounts’ link to create user accounts for more than one consultant at a time. 5. Click on the ‘Cancel’ link to cancel and return to previous page. NEW HIRED EMPLOYEES count of newly recruited internal employees or newly hired temporary employees, who are still pending approval for hire by the HR/Accounting Manager. The count is drawn from Admin. The count is decreased on eDesk to the extent accounts are created by Admin. To view new hired employees: 1. Click on the ‘New Hired Employees’ link under Employees section. Result: The eDesk screen refreshes by displaying User Management screen under Admin    . 2. The User Management screen displays the newly recruited employees’ details that are yet to hold an user account. 3. Click on the ‘Create Account’ link against the corresponding employee to create an account exclusively for the selected employee. 4. Select the multiple employees and click on the ‘Create Accounts’ link to create user accounts for more than one employee at a time. 5. Click on the ‘Create Employee’ link to create new employee record, from User Management screen. 6. Click on the ‘Cancel’ link to cancel and return to previous page. <p><span style="font-size: medium;"><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><b>‘Employees’ </b>feature in eDesk is the combination of the aspects in HR and Admin modules. </span><strong style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">Akken Staffing </strong><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;">opens up lines of quick communication between HR, employees and candidates through this feature. Administrators on the other hand can track hired candidates and consultants using this feature.</span></span></p> <p><span style="font-size: medium;"><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><br></span></span></p> <p><span style="font-size: medium;"><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012899129/original/Employees.PNG?1429796853" class="inline-image" data-id="4012899129" style="cursor: default;"></p></span></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p><span style="font-family: Helvetica, Arial, sans-serif; color: rgb(0, 0, 0); font-size: medium;"><b>NEW CONSULTANTS</b></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;">New consultants on eDesk highlight the count of company level consultants who are recruited but are yet to obtain an account. The count is determined from Admin. The count is decreased on eDesk to the extent consultant accounts are created by Admin.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><br></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the new hired consultants:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the <b>‘New Consultants’</b> link under Employees section. Result: The eDesk screen refreshes by displaying User Management screen under Admin.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. The User Management screen displays the consultant details that are yet to hold an user account.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Click on the <b>‘Create Account’ </b>link against the corresponding consultant to create an account exclusively for the selected consultant.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. Select the multiple consultants by clicking on the check box located at the beginning of the respective row and click on the <b>‘Create Accounts’</b> link to create user accounts for more than one consultant at a time.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Click on the <b>‘Cancel’</b> link to cancel and return to previous page.</span></p> <p><span style="font-family: Helvetica, Arial, sans-serif; font-size: large; color: rgb(0, 0, 0);"><b><br></b></span></p> <p><span style="font-family: Helvetica, Arial, sans-serif; color: rgb(0, 0, 0); font-size: medium;"><b>NEW HIRED EMPLOYEES</b></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;">count of newly recruited internal employees or newly hired temporary employees, who are still pending approval for hire by the HR/Accounting Manager. The count is drawn from Admin. The count is decreased on eDesk to the extent accounts are created by Admin.</span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012899103/original/New_Hired_Employees.PNG?1429796833" class="inline-image" data-id="4012899103" style="cursor: default;"></p></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view new hired employees:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the <b style="font-size: 16px;">‘New Hired Employees’</b> link under Employees section. Result: The eDesk screen refreshes by displaying User Management screen under Admin    .</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. The User Management screen displays the newly recruited employees’ details that are yet to hold an user account.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Click on the <b style="font-size: 16px;">‘Create Account’ </b>link against the corresponding employee to create an account exclusively for the selected employee.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. Select the multiple employees and click on the <b style="font-size: 16px;">‘Create Accounts’</b> link to create user accounts for more than one employee at a time.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Click on the <b style="font-size: 16px;">‘Create Employee’ </b>link to create new employee record, from User Management screen.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">6. Click on the <b style="font-size: 16px;">‘Cancel’</b> link to cancel and return to previous page.</span></p> 266154 326 4000006454 2015-04-23T09:51:29-04:00 10 2 3 0 eDesk - Employees 2015-08-21T04:41:08-04:00 12054499 1 2014-03-24T14:51:53-04:00 1 0 Accounting has access to a lot of interesting features by providing various solutions to all your organization’s accounts related issues. It helps you in maintaining the Time Sheets and Expense Sheets for your employees, and allows you to do the financial transactions for all your customers, vendors, and the employees within your organization. Users that have the accounting preferences, can view the accounting details on eDesk home page. ASSIGNMENTS The Assignments section on eDesk allows you to view new assignments which are pending and need approval. In Assignments, you can view all the active records of employees, who are under client project. Assignments are created by the sales person through closing placement in CRM. HR administrator either approves or rejects the employee to assign the new assignment. Click on the ‘New Assignments’ link under Accounting-Assignments on eDesk to view the employees records forwarded for new assignments. Result: The eDesk screen refreshes by displaying the Assignments home page under Accounting. INVOICES Get a clear view of the pending invoices to deliver. Akken Staffing provides you the default invoice format for the approved Time Sheets and Expenses that are submitted by the employees. These approved Time Sheets and Expenses are then ready for accounting, who can bill to the  customer by generating invoices,  in order to receive the payments. Click on the ‘Pending Invoices’ link under accounting, Invoices on eDesk to view the created invoices and ready to deliver to the customers. Result: The eDesk screen refreshes by displaying the form in Deliver Invoices screen under Accounting. The details of the invoice records are displayed under the following columns: Customer, Invoice Date, Due Date and ($)Balance. The From field and To field in the top right corner of the screen, displays the duration from, which date the invoice records are available. You can also edit the From and To fields available at the top right corner of the screen, and click on the View link. Result: The screen refreshes by displaying the invoice records based on the dates specified. Select the required invoices records and click on the ‘Deliver Invoice’ link to deliver the invoices records to the customers. To remove the invoices, select the required invoice record and click on the ‘Remove Invoices‘ link. Result: The screen refreshes by removing the records to Create Invoice screen. EXPENSES Get a clear insight towards the employees’ expenses with respect to official purpose. In Expenses, you have all the records of the Expenses submitted by the employees, for reviewing purpose. Then, you can approve/reject the expenses, depending on the statistics that are provided by the employees. Click on the ‘New Approvals’ link under Accounting-Expenses on eDesk to view the submitted expenses by the employees. Result: The eDesk screen refreshes by displaying the Expenses home page under Accounting. The details of the expenses are displayed under the following columns: Employee Name, Start Date, End Date, ($)Expenses, ($)Advance and ($)Balance. The From field and To field in the top right corner of the screen, displays the duration from, which date the Expenses are available. You can also edit the duration of the Expenses from From and To fields and click on theView link, available beside the calendar icon. Result: The screen refreshes by displaying the Expenses records based on the duration specified. Once the accountant approves the submitted expenses, you can view these approved expenses records by clicking on the ‘Approved Expenses’ link in the above screen. You can also create a new expense sheet by clicking on the ‘New Expenses‘ link. Result: The screen refreshes by displaying the form to add new expense details TIME SHEETS Employees for reviewing purpose.  It also allows the accountant to approve/reject the time sheets once the information provided is clear. Click on the ‘New Approvals’ link under Accounting-Time Sheets on eDesk to view the submitted time sheets. Result: The eDesk screen refreshes by displaying the Time Sheets home page under Accounting. The details of the Time Sheet records are displayed under the following columns: Employee Name, Start Date, End Date, Regular Hours, Over Time Hours, Double Time and Total Hours. The From field and To field in the top right corner of the screen, displays the duration from, which date the Time Sheets are available. You can also edit the duration of the Time Sheets from From and To fields and click on theView link, available beside the calendar icon. Result: The screen refreshes by displaying the Time Sheets records based on the duration specified. Once the accountant approves the submitted time sheets, you can view these approved time sheets records by clicking on the ‘Approved Time Sheets’ link in the above screen. You can create a new time sheet for the selected employee by clicking on the ‘New Time Sheet’ link. Result: The screen refreshes by displaying the form to add a new time sheet. <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><b>Accounting</b> has access to a lot of interesting features by providing various solutions to all your organization’s accounts related issues. It helps you in maintaining the Time Sheets and Expense Sheets for your employees, and allows you to do the financial transactions for all your customers, vendors, and the employees within your organization. Users that have the accounting preferences, can view the accounting details on eDesk home page.</span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"></span></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012899518/original/Accounting.PNG?1429797460" class="inline-image" data-id="4012899518" style="cursor: default;"></p> <p></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><b>ASSIGNMENTS</b></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The Assignments section on eDesk allows you to view new assignments which are pending and need approval. In Assignments, you can view all the active records of employees, who are under client project. Assignments are created by the sales person through closing placement in CRM. HR administrator either approves or rejects the employee to assign the new assignment.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on the <b>‘New Assignments’</b> link under Accounting-Assignments on eDesk to view the employees records forwarded for new assignments. Result: The eDesk screen refreshes by displaying the Assignments home page under Accounting.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012899551/original/New_Assignments.PNG?1429797513" class="inline-image" data-id="4012899551" style="cursor: default;"></p></div> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><br></ol> <div><font color="#000000"><b style="font-size: large;">INVOICES</b></font></div> <div> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Get a clear view of the pending invoices to deliver. <b>Akken Staffing</b> provides you the default invoice format for the approved Time Sheets and Expenses that are submitted by the employees. These approved Time Sheets and Expenses are then ready for accounting, who can bill to the  customer by generating invoices,  in order to receive the payments.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on the <b>‘Pending Invoices’</b> link under accounting, Invoices on eDesk to view the created invoices and ready to deliver to the customers. Result: The eDesk screen refreshes by displaying the form in Deliver Invoices screen under Accounting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <div><br></div> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012899926/original/Pending_Invoices.PNG?1429798016" class="inline-image" data-id="4012899926" style="cursor: default;"></p> <br> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li><span style="font-size: medium;">The details of the invoice records are displayed under the following columns: <i>Customer, Invoice Date, Due Date</i> and <i>($)Balance</i>.</span></li> <li><span style="font-size: medium;">The <i>From</i> field and <i>To</i> field in the top right corner of the screen, displays the duration from, which date the invoice records are available.</span></li> <li><span style="font-size: medium;">You can also edit the <i>From</i> and <i>To</i> fields available at the top right corner of the screen, and click on the <b>View</b> link. <i>Result</i>: The screen refreshes by displaying the invoice records based on the dates specified.</span></li> <li><span style="font-size: medium;">Select the required invoices records and click on the <b>‘Deliver Invoice’</b> link to deliver the invoices records to the customers.</span></li> <li><span style="font-size: medium;">To remove the invoices, select the required invoice record and click on the ‘<b>Remove Invoices</b>‘ link. <i>Result</i>: The screen refreshes by removing the records to Create Invoice screen.</span></li> </ol> <div><font color="#000000"><span style="font-size: large;"><b>EXPENSES</b></span></font></div> </div> <div> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Get a clear insight towards the employees’ expenses with respect to official purpose. In Expenses, you have all the records of the Expenses submitted by the employees, for reviewing purpose. Then, you can approve/reject the expenses, depending on the statistics that are provided by the employees.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on the <b>‘New Approvals’</b> link under Accounting-Expenses on eDesk to view the submitted expenses by the employees. Result: The eDesk screen refreshes by displaying the Expenses home page under Accounting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"></span></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012900055/original/New_Approvals_-_Expenses.PNG?1429798195" class="inline-image" data-id="4012900055" style="cursor: default;"></p> <br><p></p> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li><span style="font-size: medium;">The details of the expenses are displayed under the following columns: <i>Employee Name, Start Date, End Date, ($)Expenses, ($)Advance</i> and <i>($)Balance</i>.</span></li> <li><span style="font-size: medium;">The <i>From</i> field and <i>To</i> field in the top right corner of the screen, displays the duration from, which date the Expenses are available.</span></li> <li><span style="font-size: medium;">You can also edit the duration of the Expenses from <i>From</i> and <i>To</i> fields and click on the<b>View</b> link, available beside the calendar icon. <i>Result</i>: The screen refreshes by displaying the Expenses records based on the duration specified.</span></li> <li><span style="font-size: medium;">Once the accountant approves the submitted expenses, you can view these approved expenses records by clicking on the <b>‘Approved Expenses’</b> link in the above screen.</span></li> <li><span style="font-size: medium;">You can also create a new expense sheet by clicking on the ‘<b>New Expenses</b>‘ link. <i>Result</i>: The screen refreshes by displaying the form to add new expense details</span></li> </ol> <div><font color="#000000"><span style="font-size: large;"><b>TIME SHEETS</b></span></font></div> </div> <div> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Employees for reviewing purpose.  It also allows the accountant to approve/reject the time sheets once the information provided is clear.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on the <b>‘New Approvals’</b> link under Accounting-Time Sheets on eDesk to view the submitted time sheets. Result: The eDesk screen refreshes by displaying the Time Sheets home page under Accounting.</span></p> <div><br></div> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012900062/original/New_Approvals_-_Timesheets.PNG?1429798212" class="inline-image" data-id="4012900062" style="cursor: default; height: 99px;" data-height="99"></p> <br> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li><span style="font-size: medium;">The details of the Time Sheet records are displayed under the following columns: <i>Employee Name, Start Date, End Date, Regular Hours, Over Time Hours, Double Time</i> and <i>Total Hours</i>.</span></li> <li><span style="font-size: medium;">The <i>From</i> field and <i>To</i> field in the top right corner of the screen, displays the duration from, which date the Time Sheets are available.</span></li> <li><span style="font-size: medium;">You can also edit the duration of the Time Sheets from <i>From</i> and <i>To</i> fields and click on the<b>View</b> link, available beside the calendar icon. <i>Result</i>: The screen refreshes by displaying the Time Sheets records based on the duration specified.</span></li> <li><span style="font-size: medium;">Once the accountant approves the submitted time sheets, you can view these approved time sheets records by clicking on the <b>‘Approved Time Sheets’</b> link in the above screen.</span></li> <li><span style="font-size: medium;">You can create a new time sheet for the selected employee by clicking on the ‘<b>New Time Sheet’</b> link. <i>Result</i>: The screen refreshes by displaying the form to add a new time sheet.</span></li> </ol> <div><font color="#000000"><span style=""><br></span></font></div> </div> 266154 310 4000007426 2015-04-23T10:11:41-04:00 11 2 1 0 eDesk - Accounting 2015-08-21T04:41:08-04:00 12054499 1 2014-03-24T15:48:20-04:00 0 0 ANNOUNCEMENTS Communicate across the organization by providing announcements, company news and knowledge center on eDesk. Announcements in eDesk enables you to easily post and view the announcements and messages received from other users of the Akken application. Akken allows you to view a list of announcements received by you from other users of the application. To view all announcements, 1. Click on the  ‘Announcements’ link to view the list of announcements received by you. Result: The eDesk screen refreshes by displaying the Message Board screen under collaboration. 2. The Message Board screen displays the list of announcements received by you. 3. Click on the view  icon against the corresponding announcement to view the details of the announcement. Result: The Message Board screen refreshes by displaying the details of the announcement. VIEW ANNOUNCEMENTS To view the announcement details from eDesk, click on the relevant hyperlinked announcement title. The system displays the View Announcement screen as shown below: ADD NEW ANNOUNCEMENT FROM E-DESK To add a new announcement from eDesk, perform the following steps: Click on New link under Announcements section of eDesk. The eDesk screen refreshes by displaying the form to add new announcement under Message Board in Collaboration. Specify the title for the announcement in the Title text box. Enter the summary for the announcement of Summary textarea. Specify the Expiration Date for the announcement from the fields provided. The recipients can view the announcement till this date. Alternatively, you can click on the calendar  icon to specify the expiration date. To add employees to the Send To list, click on Select From List link. The Send To listbox displays the members selected to receive this announcement. The Select From List link allows you to select the employees for whom you intend to send this announcement. If you wish to remove the employees from the Send To list, select the employee and click on‘Remove’ link. Click on ‘Reload’ link to refresh the page and capture latest entries. Once you have specified all the required details of the announcement, click on Post link to post the announcement. Click on the ‘Cancel’ link to cancel and return to the previous page. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="line-height: 15.600000381469727px; font-size: large;"><strong>ANNOUNCEMENTS</strong></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><span style="line-height: 15.600000381469727px;">Communicate </span>across the organization by providing announcements, company news and knowledge center on eDesk.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Announcements in eDesk enables you to easily post and view the announcements and messages received from other users of the Akken application.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Akken allows you to view a list of announcements received by you from other users of the application.</span></p><div><br></div><div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901064/original/Announcements.PNG?1429799682" class="inline-image fr-dii fr-draggable" data-id="4012901064" style="cursor: default;"></p></div><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view all announcements,</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the <img src="https://appserver3.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image017.jpg" alt="" style="cursor: default; width: 18px; height: 18px;" class="fr-dii fr-draggable"> <strong>‘Announcements’</strong> link to view the list of announcements received by you. Result: The eDesk screen refreshes by displaying the Message Board screen under collaboration.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. The Message Board screen displays the list of announcements received by you.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"></span></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901023/original/Message_Board.PNG?1429799642" class="inline-image fr-dii fr-draggable" data-id="4012901023"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Click on the view <img src="https://appserver3.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image081.jpg" alt="" style="cursor: default; width: 16px; height: 16px;" class="fr-dii fr-draggable"> icon against the corresponding announcement to view the details of the announcement. Result: The Message Board screen refreshes by displaying the details of the announcement.</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: large;">VIEW ANNOUNCEMENTS</b></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the announcement details from <strong>eDesk</strong>, click on the relevant hyperlinked announcement title. The system displays the <strong>View Announcement</strong> screen as shown below:</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901129/original/Announcement.PNG?1429799756" class="inline-image fr-dii fr-draggable" data-id="4012901129" style="cursor: default;"></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: large;">ADD NEW ANNOUNCEMENT FROM E-DESK</b></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To add a new announcement from eDesk, perform the following steps:</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on <strong>New</strong> link under Announcements section of eDesk. The eDesk screen refreshes by displaying the form to add new announcement under Message Board in Collaboration.</span></p><div><br></div><div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901176/original/New_Announcement.PNG?1429799818" class="inline-image fr-dii fr-draggable" data-id="4012901176" style="cursor: default;"></p><br></div><p><br></p><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"><li><span style="font-size: medium;">Specify the title for the announcement in the Title text box.</span></li><li><span style="font-size: medium;">Enter the summary for the announcement of Summary textarea.</span></li><li><span style="font-size: medium;">Specify the Expiration Date for the announcement from the fields provided. The recipients can view the announcement till this date. Alternatively, you can click on the calendar <img src="https://help.akken.com/help-category/announcements/eDesk_UM_files/image021.jpg" alt="" style="cursor: default; width: 18px; height: 16px;" class="fr-dii fr-draggable"> icon to specify the expiration date.</span></li><li><span style="font-size: medium;">To add employees to the <strong>Send To</strong> list, click on <strong>Select From List</strong> link. The <strong>Send To list</strong>box displays the members selected to receive this announcement.</span></li><li><span style="font-size: medium;">The Select From List link allows you to select the employees for whom you intend to send this announcement.</span></li><li><span style="font-size: medium;">If you wish to remove the employees from the <strong>Send To</strong> list, select the employee and click on<strong>‘Remove’</strong> link.</span></li><li><span style="font-size: medium;">Click on <strong>‘Reload’</strong> link to refresh the page and capture latest entries.</span></li><li><span style="font-size: medium;">Once you have specified all the required details of the announcement, click on <strong>Post</strong> link to post the announcement.</span></li><li><span style="font-size: medium;">Click on the <strong>‘Cancel’ </strong>link to cancel and return to the previous page.</span></li></ol> 266154 248 4000007430 2018-06-13T14:17:24-04:00 4004241107 12 2 0 0 eDesk - Announcements 2015-08-21T04:41:08-04:00 12054499 1 2014-03-24T16:00:17-04:00 0 0 COMPANY NEWS Company news in eDesk ensures that the latest company news is both sent and received. Akken Staffing enables the users to publish company news and articles across the company instantly.The users are able to create personal news articles which can be included in their main page. VIEW COMPANY NEWS You can view the entire company news articles posted on that date. To view the company news: 1. Click on the  ‘Company News’ link to view the list of news articles posted by you. Result: The eDesk screen refreshes by displaying News screen under Admin. 2. The News screen displays the list of company news articles posted. 3. Clicking on the  edit icon against the corresponding company news item allows editing the company news. 4. Click on the Delete  icon of the corresponding company news item to delete the company news. 5. Confirm the deletion in the prompt. Result: The News screen refreshes by deleting. VIEW NEWS ARTICLE DETAILS You can view the company news details received by you from eDesk. To view company news: 1. Click on the ‘Company news headline’ link under Company News section to view the company news details. Result: The View News pop up window is displayed. 2. The View News pop up window is displays the News Headline and News Brief fields and their contents respectively. 3. To close view news pop up window click on the ‘Close’ link. ADD COMPANY NEWS ARTICLE FROM E-DESK Click on the ‘New’ link under Company news section on eDesk to add a new company news article. Result:The eDesk screen refreshes by displaying the form to add news under News in Admin. To add company news: 1. Enter the headline for the news article in the News Headline text box. 2. You can enter the content of the news article in the News Brief text box. 3. Select the ‘Show this item on the main page’ check box to view this news article link on the eDesk. 4. If you wish to maintain a separate news headline in the home page for this article, then enter the headline to be appeared in the home page in the Main Page Headlines text box. Else the headline entered in the News Headline text box will be displayed at the home page. 5. Click on the ‘Save’ link to save the news article details. Result:  The screen refreshes by saving. 6. To close the window, click on the ‘Cancel’ link. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: large;">COMPANY NEWS</b></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Company news in eDesk ensures that the latest company news is both sent and received. <b>Akken Staffing </b>enables the users to publish company news and articles across the company instantly.<span>The users are able to create personal news articles which can be included in their main page.</span></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><span><br></span></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><span><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901383/original/Company_News.PNG?1429800107" class="inline-image" data-id="4012901383" style="cursor: default;"></p></span></span></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: 13px; line-height: 1.3;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="line-height: 1.3; font-size: large;"><b>VIEW COMPANY NEWS</b></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">You can view the entire company news articles posted on that date.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901407/original/News.PNG?1429800159" class="inline-image" data-id="4012901407" style="cursor: default;"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the company news:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image018.jpg" alt="" width="18px" height="18px" style="cursor: default;"> <b>‘Company News’</b> link to view the list of news articles posted by you. Result: The eDesk screen refreshes by displaying News screen under Admin.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. The News screen displays the list of company news articles posted.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Clicking on the <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image086.jpg" alt="" width="18px" height="18px" style="cursor: default;"> edit icon against the corresponding company news item allows editing the company news.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. Click on the <b>Delete</b> <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image026.jpg" alt="" width="18px" height="18px" style="cursor: default;"> icon of the corresponding company news item to delete the company news.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Confirm the deletion in the prompt. Result: The News screen refreshes by deleting.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: medium;">VIEW NEWS ARTICLE DETAILS</b></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">You can view the company news details received by you from eDesk.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901567/original/View_News.PNG?1429800325" class="inline-image" data-id="4012901567"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view company news:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Click on the ‘<b>C<strong>ompany news headline’</strong></b> link under Company News section to view the company news details. Result: The View News pop up window is displayed.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. The View News pop up window is displays the News Headline and News Brief fields and their contents respectively.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. To close view news pop up window click on the ‘<b>Close’ link</b>.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: medium;">ADD COMPANY NEWS ARTICLE FROM E-DESK</b></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on the <b>‘New’</b> link under Company news section on eDesk to add a new company news article. <i>Result:</i>The eDesk screen refreshes by displaying the form to add news under News in Admin.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901616/original/New_News_Item.PNG?1429800386" class="inline-image" data-id="4012901616" style="cursor: default;"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To add company news:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. Enter the headline for the news article in the News Headline text box.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. You can enter the content of the news article in the News Brief text box.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Select the ‘<b>Show this item on the main page’</b> check box to view this news article link on the eDesk.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. If you wish to maintain a separate news headline in the home page for this article, then enter the headline to be appeared in the home page in the Main Page Headlines text box. Else the headline entered in the News Headline text box will be displayed at the home page.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Click on the ‘<b>Save’</b> link to save the news article details. Result:  The screen refreshes by saving.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">6. To close the window, click on the ‘<b>Cancel’ link</b><b>.</b></span></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><b><br></b></p> <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><b><br></b></p> 266154 237 4000007431 2015-04-23T10:46:43-04:00 13 2 0 0 eDesk - Company News 2015-08-21T04:41:08-04:00 12054499 1 2014-03-24T16:11:00-04:00 0 1 Knowledge Center Employees need to share and access information quickly so that they can become more efficient. Knowledge Center on eDesk acts as a knowledge base by enabling the users to post their queries and in turn get their answers and important information. Relevant information or content at a glance is provided by Knowledge Center portal. Significant answered queries posted by you or other users, important contents and much more can be viewed in knowledge portal once the administrator approves it to be  added to the portal. Click on the  ‘Knowledge Center’ link to view knowledge central portal from eDesk. Result: The eDesk screen refreshes by displaying the Knowledge Center portal screen under Collaboration. Knowledge Center portal description: 1. If you have several items in Knowledge Center portal, it may some times difficult to find the item you are looking for. In order to ease this difficulty, you have search option at the top right corner and bottom right corner of the page. 2. Enter the key words in the Search for text box and click on the  search icon to find the items. Result: The Knowledge Center screen refreshes by displaying the matched items. 3. Select the category from the drop down list of Choose Category field to view any specific category items. By default knowledge portal displays the ‘All’ categories items. You can choose this option to refine your search in case you have several items. POST A QUESTION Click on 'New' under Knowledge Center on eDesk to post a question. Result: The eDesk screen refreshes by displaying the Ask Question screen under Collaboration. To post a new item: 1. The Posted by field displays the logged in user name. 2. Select the category under which your question falls or is likely to fall from the drop down list of Select Category field. 3. Select the ‘Suggest New Category’ check box and enter the new category in the text box provided. For instance, if your question is about technology, then you can create a new category as ‘Technology’. 4. Enter your question in the Your Question text box. 5. Click on the ‘Ask’ link to save and post the question. Result: The Ask Question screen refreshes by saving. 6. Click on the ‘Cancel’ link to cancel and return to the previous page. ANSWERED QUESTIONS This section displays the count on number of answered questions out of the total questions posted by you. Click on the ‘Answered Questions’ link to view for the queries posted by you. Result: The eDesk screen refreshes by displaying the My FAQ screen under collaboration. My FAQ page displays the Title, Category and Type columns along with other options. NEW POSTINGS The number of contents and queries posted by you. Click on the ‘New Postings’ link to view a list of queries posted by you. Result: The eDesk screen refreshes by displaying the My FAQ screen under Collaboration. My FAQ screen displays the Title, Category and Type columns along with other options. The Type column displays the type of item. It helps you to identify whether the item is a Suggestion, Question or Answered Question depending upon the status. <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><b>Knowledge Center</b></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;">Employees need to share and access information quickly so that they can become more efficient. Knowledge Center on eDesk acts as a knowledge base by enabling the users to post their queries and in turn get their answers and important information.</span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"></span></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012901990/original/Knowledge_Center.PNG?1429800855" class="inline-image" data-id="4012901990" style="cursor: default;"></p> <p></p> <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Relevant information or content at a glance is provided by Knowledge Center portal. Significant answered queries posted by you or other users, important contents and much more can be viewed in knowledge portal once the administrator approves it to be  added to the portal.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on the <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image019.jpg" alt="" width="18px" height="18px" style="cursor: default;"> <b>‘Knowledge Center’</b> link to view knowledge central portal from eDesk. Result: The eDesk screen refreshes by displaying the Knowledge Center portal screen under Collaboration.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012902037/original/Knowledge_Center_2.PNG?1429800924" class="inline-image" data-id="4012902037" style="cursor: default;"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Knowledge Center portal description:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. If you have several items in Knowledge Center portal, it may some times difficult to find the item you are looking for. In order to ease this difficulty, you have search option at the top right corner and bottom right corner of the page.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. Enter the key words in the Search for text box and click on the <img src="https://appserver14.akken.com/BSOS/Help/eDesk_UM/eDesk_UM_files/image091.jpg" alt="" width="16px" height="16px" style="cursor: default;"> search icon to find the items. Result: The Knowledge Center screen refreshes by displaying the matched items.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Select the category from the drop down list of Choose Category field to view any specific category items. By default knowledge portal displays the ‘All’ categories items. You can choose this option to refine your search in case you have several items.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: medium;">POST A QUESTION</b></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on <b>'New'</b> under Knowledge Center on eDesk to post a question. Result: The eDesk screen refreshes by displaying the </span><span style="font-size: medium; line-height: 1.3;">Ask Question screen under Collaboration.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium; line-height: 1.3;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium; line-height: 1.3;"></span></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012902306/original/Ask_Question.PNG?1429801181" class="inline-image" data-id="4012902306" style="cursor: default;"></p> <p></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><br></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To post a new item:</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">1. The Posted by field displays the logged in user name.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">2. Select the category under which your question falls or is likely to fall from the drop down list of Select Category field.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">3. Select the ‘<b>Suggest New Category’</b> check box and enter the new category in the text box provided. For instance, if your question is about technology, then you can create a new category as ‘Technology’.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">4. Enter your question in the Your Question text box.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">5. Click on the <b>‘Ask’</b> link to save and post the question. Result: The Ask Question screen refreshes by saving.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">6. Click on the <b>‘Cancel’ </b>link to cancel and return to the previous page.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: medium;">ANSWERED QUESTIONS</b></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">This section displays the count on number of answered questions out of the total questions posted by you. Click on the <b>‘Answered Questions’</b> link to view for the queries posted by you. Result: The eDesk screen refreshes by displaying the My FAQ screen under collaboration.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012902474/original/My_FAQ.PNG?1429801305" class="inline-image" data-id="4012902474" style="cursor: default;"></p></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">My FAQ page displays the <i>Title, Category</i> and <i>Type</i> columns along with other options.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><b style="font-size: medium;">NEW POSTINGS</b></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The number of contents and queries posted by you. Click on the <b>‘New Postings’</b> link to view a list of queries posted by you. Result: The eDesk screen refreshes by displaying the My FAQ screen under Collaboration.</span></p> <div><br></div> <div><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012902494/original/My_FAQ.PNG?1429801363" class="inline-image" data-id="4012902494" style="cursor: default;"></p></div> <br> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">My FAQ screen displays the <i>Title, Category </i>and <i>Type </i>columns along with other options.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The Type column displays the type of item. It helps you to identify whether the item is a Suggestion, Question or Answered Question depending upon the status.</span></p> 266154 276 4000007434 2015-04-23T11:02:54-04:00 14 2 0 1 eDesk - Knowledge Center 2015-08-21T04:41:08-04:00 12054499 1 2014-03-24T16:12:14-04:00 0 0 Messages from Akken on eDesk displays the received messages from Akken. The Akken administrator can send the message to all users of the application. You can view the message in the Messages from Akken section on the eDesk home page. Viewing Message Details: You can view the message by clicking on the selected message in Messages from Akken section. The system refreshes and displays the following pop up window as shown below: Details like Title, Description and Posted Date of the message will be displayed in the Messages from Akken screen. Click on the Close link to close the pop up window. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><b>Messages from Akken</b> on eDesk displays the received messages from <b>Akken</b>. The <b>Akken </b>administrator can send the message to all users of the application. You can view the message in the <b>Messages from Akken</b> section on the eDesk home page.</span></p> <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p> <h6 style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><span style="font-size: medium;"><b>Viewing Message Details:</b></span></h6> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li><span style="font-size: medium;">You can view the message by clicking on the selected message in <b>Messages from Akken </b>section. The system refreshes and displays the following pop up window as shown below:</span></li></ol> <div><br></div> <br> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li><span style="font-size: medium;">Details like <i>Title</i>, <i>Description</i> and <i>Posted Date</i> of the message will be displayed in the Messages from Akken screen.</span></li> <li><span style="font-size: medium;">Click on the <b>Close</b> link to close the pop up window.</span></li> </ol> 266154 299 4000007435 2015-04-23T12:25:42-04:00 15 2 0 0 eDesk - Messages from Akken 2015-08-21T04:41:08-04:00 12054499