Collaboration - Purpose

159194

2014-04-04T16:58:55-04:00

4000001770

false

Collaboration 4

2015-08-21T04:41:06-04:00

2014-04-07T11:34:57-04:00

COLLABORATION-PURPOSE The purpose of Collaboration is to establish the internal and external communication and enhance the personal management. The personal management is enhanced through range of features like scheduling, tasks lists, messaging, reminders, message rules and personal address book. Akken Staffing’s Collaboration acts, as a one-stop-shop for all the communication and collaboration needs. Let us take an overview of the entire collaboration. In collaboration, you can do the following, Activity Description E-Mail Akken Staffing provides full and enhanced featured e-mail tool that can be used for any purpose. E-mail messages can be sent, received, sorted, deleted, moved, forwarded etc., Users can save the e-mail messages to convert them as regular work related activity. Users are can use filters to redirect the messages into the personalized folders. External e-mail account maintenance is facilitated to the users. Maintain important contacts details in the personalized address book. Calendar Calendar provides calendar setup, multiple views and flexible time and personal management through filling open time slots for new engagements. Calendar activities can be created, updated and maintained. Task Manager Individual tasks can be scheduled, prioritized and can be tracked till completion. Tasks can be sent to others and the progress of the task can be monitored. Completed tasks can be moved to separate section. Document Manager Organize and share your documents for documents sharing and management. Features includes sharing the documents, maintaining various folders, granting authorized access privileges, holding access privileges to view others documents etc. Message Board Easily publish your messages and announcements across your entire company. Announcements can be created, edited, viewed and deleted etc. Knowledge Center Share your proposals and post the queries and in turn get valuable information from admin. When selected to add to portal, collaboration provides group capabilities so that selected users can see approved items by admin. Add and maintain your favorite web sites links or import them from other application.

COLLABORATION-PURPOSE The purpose of Collaboration is to establish the internal and external communication and enhance the personal management. The personal management is enhanced through range of features like scheduling, tasks lists, messaging, reminders, message rules and personal address book. Akken Staffing’s Collaboration acts, as a one-stop-shop for all the communication and collaboration needs. Let us take an overview of the entire collaboration. In collaboration, you can do the following, <table cellspacing="0"><tbody class="current"> <tr> <td width="113.4pt">Activity</td> <td width="611px">Description</td> </tr> <tr> <td width="113.4pt">E-Mail</td> <td width="611px"> Akken Staffing provides full and enhanced featured e-mail tool that can be used for any purpose. E-mail messages can be sent, received, sorted, deleted, moved, forwarded etc., Users can save the e-mail messages to convert them as regular work related activity. Users are can use filters to redirect the messages into the personalized folders. External e-mail account maintenance is facilitated to the users. Maintain important contacts details in the personalized address book. </td> </tr> <tr> <td width="113.4pt">Calendar</td> <td width="611px" class="">Calendar provides calendar setup, multiple views and flexible time and personal management through filling open time slots for new engagements. Calendar activities can be created, updated and maintained.</td> </tr> <tr> <td width="113.4pt">Task Manager</td> <td width="611px">Individual tasks can be scheduled, prioritized and can be tracked till completion. Tasks can be sent to others and the progress of the task can be monitored. Completed tasks can be moved to separate section.</td> </tr> <tr> <td width="113.4pt">Document Manager</td> <td width="611px">Organize and share your documents for documents sharing and management. Features includes sharing the documents, maintaining various folders, granting authorized access privileges, holding access privileges to view others documents etc.</td> </tr> <tr> <td width="113.4pt">Message Board</td> <td width="611px">Easily publish your messages and announcements across your entire company. Announcements can be created, edited, viewed and deleted etc.</td> </tr> <tr> <td width="113.4pt">Knowledge Center</td> <td width="611px">Share your proposals and post the queries and in turn get valuable information from admin. When selected to add to portal, collaboration provides group capabilities so that selected users can see approved items by admin. Add and maintain your favorite web sites links or import them from other application.</td> </tr> </tbody></table>

4000001770

492 4000009702

2015-04-23T09:20:18-04:00

Collaboration - Purpose

2015-08-21T04:41:08-04:00

12054499

2014-04-07T11:41:35-04:00

Email in Collaboration is an all-inclusive electronic mail (email) program that accesses your Internet service to receive and send your email messages. You can set up the external email accounts and work with all of them in single screen. In Email, you can write the messages and send them with custom signatures. You can “Attach” the files, both in text and graphics and send them. You can forward messages, redirect them or reply to all recipients of message. As a marketing or sales employee, you can track your business responses from Email screen. Save your email messages and convert them as your regular work related activity. You can setup mail folders and folders for your mail and use “Filters” to sort messages. All your important contacts can be stored in your Address book. You can import and export the contacts from Akken Staffing’s Email feature. Inbox Setup Akken Staffing uses auto refresh functionality for every 5 minutes, to automatically retrieve new email messages and delivers them to inbox. To check your emails, you can directly go to the Inbox. The Inbox screen lets you know about your messages before you haven’t read it. FEATURES of RIGHT PANE Upper half The upper half of right pane of inbox contains 6 links: New, Reply, Forward, Address Book, Find message,and Check New Mail. New The "New" link on the inbox screen has a down arrow icon. On clicking this down arrow link you will see the menu listing with 3 options: Mail, eCampaign and Job Order. You can compose new mails for correspondence with others within or outside the organization. Click on the ‘Mail’ link from the menu listing. Result: The compose pop up window is displayed. See the Creating and sending email messages topic discussed later for more details. To create a new eCampaign from the Collaboration Inbox screen, click on the "eCampaign" link from the menu listing. Result: The Create an eCampaign pop up window is displayed. See the ‘Add an eCampaign’ topic discussed under CRM for more details. You can also create a new job order from the Collaboration Inbox screen. Click on the "Job Order" link from the menu listing. Result: The Job Orders pop window is displayed. See the ‘Add Job Order’ topic discussed under CRM for more details. Reply The "Reply" link on the inbox screen has a down arrow icon. On clicking this down arrow link you will see the menu listing with 2 options: Sender and All. Apart from the above links, the upper half also contains following features:- Attachment column The paper clip icon against the message indicates that the message has got an attachment. Mail Status column You can judge the status of the message from the different icons in the mail status column. A. [Icon with closed envelope] The icon with closed envelope indicates unopened (unread) mail. B. [Icon with opened envelope] The icon with opened envelope indicates the mail has been read. C. [Bold Text] The bold text indicates the mail is not read. D. [Icon with left arrow] An envelope with left arrow indicates that the message has been responded to. E. [Icon with right arrow] An envelope with right arrow indicates that the message has been forwarded. F. [Icon with arrow at left corner]An envelope with arrow at left corner indicates that the message has been replied to all contacts. G. [eCampaign mail] The mail with message title followed by “eCampaign@ serial number” text indicates that it is an eCampaign mail. H. [Posting mail] The mail with message title followed by “Hot Requirement:: Position Title” text indicates that it is a posting mail. I. [Submission mail] The mail with message title followed by “Consultant" list for Job order (Submission@ serial number) indicates that it is a submission mail for the requirement. Note: The entire folders screens in Email under collaboration are designed in the same manner. So the above description applies to the entire folders screen in email management under collaboration. Flag column The flag icon against the message indicates the message is important to the reader. From column The "From" column displays the email ids, from where the emails have been received in the inbox. Subject column The "Subject" column displays the subjects of the messages received in the inbox. Date column The "Date" column displays the date and time of the messages, when they were received in the inbox. Paging options The bottom portion of upper half of inbox has Paging options: By default the messages in Page 1 are shown, in the upper half of inbox. To view records in other pages select from the drop down list of "Goto" Page field. Each page consists of 200 mail records. A note is displayed at the bottom left corner of the page area, enabling you to know the number of records showing in the upper half of inbox. This is based on the page number you select in "Goto" Page field. For instance, if you have selected to list email records of page 1 which has 40 records, and 25 are shown on the upper half of inbox, then note is displayed ‘Showing records 1 to 25 of 40’. Similarly a note is displayed at the bottom right corner of the upper half of inbox, enabling you to see current page number out of the total pages. Click to go to previous page. Click to go to next page. Click to go to first page out of total pages. Click to go to last page out of total pages. BOTTOM HALF You can view the selected message details in the bottom half of right pane of inbox, without opening the message in read message window. Just click on the desired message in the upper half of inbox to view in the bottom half of inbox screen. In the top portion of bottom half of inbox, the ‘From’, ‘To’ ,‘Subject’ and ‘Attachments’ details of the message will be displayed. Below the top portion of bottom half of inbox, the body of the selected message will be displayed. Features of Left Pane The Left pane of inbox features Email Options, External Email Setup and Email Rules links. It also has mail folder structure, which are default folders with "New" and "Manage" options. By default, the folder structure is in expanded form. There are 8 default system folders in the folder structure: Inbox, Outbox, Sent Messages, Drafts, Trash, Unsubscribe, Failed and Spam.

Email in Collaboration is an all-inclusive electronic mail (email) program that accesses your Internet service to receive and send your email messages. You can set up the external email accounts and work with all of them in single screen. In Email, you can write the messages and send them with custom signatures. You can “Attach” the files, both in text and graphics and send them. You can forward messages, redirect them or reply to all recipients of message. As a marketing or sales employee, you can track your business responses from Email screen. Save your email messages and convert them as your regular work related activity. You can setup mail folders and folders for your mail and use “Filters” to sort messages. All your important contacts can be stored in your Address book. You can import and export the contacts from Akken Staffing’s Email feature. Inbox Setup Akken Staffing uses auto refresh functionality for every 5 minutes, to automatically retrieve new email messages and delivers them to inbox. To check your emails, you can directly go to the Inbox. The Inbox screen lets you know about your messages before you haven’t read it. <table cellspacing="0" width="632" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="100%" class="current"> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012675343/original/Collaboration_-_Email_-_Inbox.PNG?1429211672" class="inline-image" data-id="4012675343" style="cursor: default;"> FEATURES of RIGHT PANE <h5 style="">Upper half</h5> The upper half of right pane of inbox contains 6 links: New, Reply, Forward, Address Book, Find message,and Check New Mail. <h6 style="" class="current"> </h6> <h6 style="" class="current">New</h6> The "New" link on the inbox screen has a down arrow <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image090.jpg" alt="" width="15px" height="13px" style="cursor: default;"> icon. On clicking this down arrow link you will see the menu listing with 3 options: Mail, eCampaign and Job Order. <ol class="current"> <li>You can compose new mails for correspondence with others within or outside the organization. Click on the ‘Mail’ link from the menu listing. Result: The compose pop up window is displayed. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Creating_and_sending_e_mail_messages.htm" style="color: rgb(0, 0, 0);">Creating and sending email </a><a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Creating_and_sending_e_mail_messages.htm" style="color: rgb(0, 0, 0);">messages</a> topic discussed later for more details.</li> <li class="current">To create a new eCampaign from the Collaboration Inbox screen, click on the "eCampaign" link from the menu listing. Result: The Create an eCampaign pop up window is displayed. See the ‘Add an eCampaign’ topic discussed under CRM for more details.</li> <li class="current">You can also create a new job order from the Collaboration Inbox screen. Click on the "Job Order" link from the menu listing. Result: The Job Orders pop window is displayed. See the ‘Add Job Order’ topic discussed under CRM for more details.</li> </ol> <h6 style="" class="current">Reply</h6> The "Reply" link on the inbox screen has a down arrow <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image090.jpg" alt="" width="15px" height="13px" style="cursor: default;"> icon. On clicking this down arrow link you will see the menu listing with 2 options: Sender and All. Apart from the above links, the upper half also contains following features:- Attachment column The paper clip icon <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image091.jpg" alt="" width="24px" height="17px" style="cursor: default;"> against the message indicates that the message has got an attachment. Mail Status column You can judge the status of the message from the different icons in the mail status column. A. [Icon with closed envelope]<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image092.jpg" alt="" width="20px" height="15px" style="cursor: default;"> The icon with closed envelope indicates unopened (unread) mail. B. [Icon with opened envelope]<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image093.jpg" alt="" width="20px" height="20px" style="cursor: default;"> The icon with opened envelope indicates the mail has been read. C. [Bold Text] The bold text indicates the mail is not read. D. [Icon with left arrow]<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image094.jpg" alt="" width="20px" height="20px" style="cursor: default;"> An envelope with left arrow indicates that the message has been responded to. E. [Icon with right arrow]<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image095.jpg" alt="" width="20px" height="22px"> An envelope with right arrow indicates that the message has been forwarded. F. [Icon with arrow at left corner]<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image096.jpg" alt="" width="20px" height="20px" style="cursor: default;">An envelope with arrow at left corner indicates that the message has been replied to all contacts. G. [eCampaign mail] The mail with message title followed by “eCampaign@ serial number” text indicates that it is an eCampaign mail. H. [Posting mail] The mail with message title followed by “Hot Requirement:: Position Title” text indicates that it is a posting mail. I. [Submission mail] The mail with message title followed by “Consultant" list for Job order (Submission@ serial number) indicates that it is a submission mail for the requirement. <table cellspacing="0" style="background-color: rgb(255, 255, 255);"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image007.gif" alt="" width="42px" height="42px"></td> <td width="15px"></td> <td width="720px">Note: The entire folders screens in Email under collaboration are designed in the same manner. So the above description applies to the entire folders screen in email management under collaboration.</td> </tr></tbody></table> Flag column The flag icon <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image097.jpg" alt="" width="20px" height="19px"> against the message indicates the message is important to the reader. From column The "From" column displays the email ids, from where the emails have been received in the inbox. Subject column The "Subject" column displays the subjects of the messages received in the inbox. Date column The "Date" column displays the date and time of the messages, when they were received in the inbox. Paging options The bottom portion of upper half of inbox has Paging options: <ol class="current"> <li>By default the messages in Page 1 are shown, in the upper half of inbox. To view records in other pages select from the drop down list of "Goto" Page field. Each page consists of 200 mail records.</li> <li class="current">A note is displayed at the bottom left corner of the page area, enabling you to know the number of records showing in the upper half of inbox. This is based on the page number you select in "Goto" Page field. For instance, if you have selected to list email records of page 1 which has 40 records, and 25 are shown on the upper half of inbox, then note is displayed ‘Showing records 1 to 25 of 40’.</li> <li>Similarly a note is displayed at the bottom right corner of the upper half of inbox, enabling you to see current page number out of the total pages.</li> <li>Click <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image098.jpg" alt="" width="12px" height="19px" style="cursor: default;"> to go to previous page.</li> <li>Click <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image099.jpg" alt="" width="12px" height="16px"> to go to next page.</li> <li>Click <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image100.jpg" alt="" width="15px" height="12px" style="cursor: default;"> to go to first page out of total pages.</li> <li class="current">Click <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image101.jpg" alt="" width="18px" height="14px" style="cursor: default;"> to go to last page out of total pages.</li> </ol> <h5 style="" class="current"> </h5> <h5 style="" class="current">BOTTOM HALF</h5> You can view the selected message details in the bottom half of right pane of inbox, without opening the message in read message window. Just click on the desired message in the upper half of inbox to view in the bottom half of inbox screen. In the top portion of bottom half of inbox, the ‘From’, ‘To’ ,‘Subject’ and ‘Attachments’ details of the message will be displayed. Below the top portion of bottom half of inbox, the body of the selected message will be displayed. Features of Left Pane The Left pane of inbox features Email Options, External Email Setup and Email Rules links. It also has mail folder structure, which are default folders with "New" and "Manage" options. By default, the folder structure is in expanded form. There are 8 default system folders in the folder structure: Inbox, Outbox, Sent Messages, Drafts, Trash, Unsubscribe, Failed and Spam. </td></tr></tbody></table>

4000001770

665 4000009704

2015-04-16T15:14:54-04:00

Collaboration - Email - Inbox

2015-08-21T04:41:08-04:00

12054499

2014-04-07T11:47:45-04:00

Setting Email Options Akken Staffing allows you to set the email options, that can be used through out the application. The options you select here, brings the consistency and convenience of using the Akken Staffing web application. To set the email options: Click on the "Options" link available next to Email on the left menu of Inbox screen under Collaboration. The system displays the Email Options screen as shown below: Email Options Screen In the above screen: You can select the editor from the "Select Editor" field to use for text editing. You can select "Simple" or "Advanced Editor". The editing option you selected here will be applied to all the outgoing message screens. However, you are facilitated to select the other editor each time for outgoing messages. Select the "O" radio button, if you wish to enable "Email Address Auto Complete" option. Else select the "Off" radio button. Akken Staffing enables you to enter a portion of the name in To, Cc and Bcc text boxes of all compose screens and Akken Staffing automatically completes the name and e-mail address for you. Select the "On" radio button in the Email Preview Pane field, if you wish to enable Email Preview option. Else select the ‘Off’ radio button. The Signatures field allows you to create a new signature. Click on the "Manage Signature" link to manage your signatures. See the Signatures topic to know how to add/edit/delete the signatures. Specify the spam header details in the fields provided. Out of Office Automated Reply The prime purpose of this option is to set an automated email response when you are out of office. Your Inbox continues to receive messages when you set the "Out of Office Automated Reply" option. This feature is useful when you go on vacation and want to inform people that you would not be checking the received emails for few days. By default, the "Out of Office Automated Reply" option will be in "Off" mode. To set up the Out of Office Automated Reply option, perform the following steps: Go to Collaboration->Email->Options screen – Select the On option for the Out of Office Automated Reply. The system refreshes and displays a box to enter your automated response as shown below: Once you compose a message in the "Out of Office Automated Reply" field and click on “Save”, the email text provided will automatically be sent to everyone who sends a message to you until you turn "Off" the "Out of Office Automated Reply" option. Click on "Close" link to close the "Email Options" window External Email Setup Akken Staffing offers you to configure the alternative and external email accounts so that you can retrieve and send messages. For example, if you have the hotmail account, you can configure hotmail account in the application to send and receive email from the hotmail account, without having to quit from Akken Staffing web application. To set up an alternative email account, click on the [Setup] link adjacent to ‘Email’ link on the left pane of Inbox screen under Collaboration. The Email Setup screen is displayed. The Email setup screen displays your application Domain Name, Mail ID, Mail folder, Account Type details. By default, the application id will be configured as default mail id for sending the messages.

Setting Email Options Akken Staffing allows you to set the email options, that can be used through out the application. The options you select here, brings the consistency and convenience of using the Akken Staffing web application. To set the email options: Click on the "Options" link available next to Email on the left menu of Inbox screen under Collaboration. The system displays the Email Options screen as shown below: <table cellspacing="0" width="309" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><tbody><tr><td width="100%" class="current"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Email_Options_Screen.gif" alt="" width="484px" height="211px" style="cursor: default;"> Email Options Screen </td></tr></tbody></table> In the above screen: <ol type="1" style="font-family: 'Times New Roman';"> <li>You can select the editor from the "Select Editor" field to use for text editing. You can select "Simple" or "Advanced Editor". The editing option you selected here will be applied to all the outgoing message screens. However, you are facilitated to select the other editor each time for outgoing messages.</li> <li>Select the "O" radio button, if you wish to enable "Email Address Auto Complete" option. Else select the "Off" radio button. Akken Staffing enables you to enter a portion of the name in To, Cc and Bcc text boxes of all compose screens and Akken Staffing automatically completes the name and e-mail address for you.</li> <li>Select the "On" radio button in the Email Preview Pane field, if you wish to enable Email Preview option. Else select the ‘Off’ radio button.</li> <li>The Signatures field allows you to create a new signature. Click on the "Manage Signature" link to manage your signatures. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Signatures.htm">Signatures </a>topic to know how to add/edit/delete the signatures.</li> <li style="color: rgb(0, 0, 0);">Specify the spam header details in the fields provided.</li> </ol> <h6 style="font-family: 'Times New Roman';">Out of Office Automated Reply</h6> <ol type="1" style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The prime purpose of this option is to set an automated email response when you are out of office.</li> <li>Your Inbox continues to receive messages when you set the "Out of Office Automated Reply" option.</li> <li style="color: rgb(0, 0, 0);">This feature is useful when you go on vacation and want to inform people that you would not be checking the received emails for few days.</li> <li>By default, the "Out of Office Automated Reply" option will be in "Off" mode.</li> </ol> To set up the Out of Office Automated Reply option, perform the following steps: <ol type="disc" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Go to Collaboration->Email->Options screen – Select the On option for the Out of Office Automated Reply. The system refreshes and displays a box to enter your automated response as shown below:</li></ol> <table cellspacing="0" width="166" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Out_of_Office_Screen.gif" alt="" width="479px" height="453px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="font-family: 'Times New Roman';"> <li>Once you compose a message in the "Out of Office Automated Reply" field and click on “Save”, the email text provided will automatically be sent to everyone who sends a message to you until you turn "Off" the "Out of Office Automated Reply" option.</li> <li>Click on "Close" link to close the "Email Options" window</li> </ol> <div> </div> <div>External Email Setup</div> <div> Akken Staffing offers you to configure the alternative and external email accounts so that you can retrieve and send messages. For example, if you have the hotmail account, you can configure hotmail account in the application to send and receive email from the hotmail account, without having to quit from Akken Staffing web application. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; background-color: rgb(255, 255, 255);"><tbody><tr><td width="123.3pt" class="current"><img src="https://appserver4.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image104.jpg" alt="" width="169px" height="173px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">To set up an alternative email account, click on the [Setup] link adjacent to ‘Email’ link on the left pane of Inbox screen under Collaboration. The Email Setup screen is displayed.</li> <li>The Email setup screen displays your application Domain Name, Mail ID, Mail folder, Account Type details. By default, the application id will be configured as default mail id for sending the messages.</li> </ol> <div> </div> </div>

4000001770

736 4000009705

2015-04-23T09:23:01-04:00

Collaboration - Email - Setting Options

2015-08-21T04:41:08-04:00

12054499

2014-04-07T13:32:59-04:00

Email Rules Akken Staffing provides a powerful and flexible mail management system for users with tools like mail rules. Mail rules are used to redirect your incoming messages in to your personalized folders. This is particularly useful when you have large number of incoming emails. You can define the filters and specify the parameters. The mails, which satisfy the parameters, are filtered into the specified folder. To set up the mail rules, click on the "[Rules]" link adjacent to Email link on the left pane of Inbox screen under Collaboration. Result: The Email Filters screen is displayed. Add a New Filter You can define the parameters for filtering your messages in to your personalized folder. To add a new email filter, on Email Filters screen, click on the "Add" link. Result: The Email Filters pop up window is displayed. Adding a New Mail Filter Screen Enter the name of the filter in the Filter Name text box. Akken Staffing provides four default parameters: From Header, To/CC, Subject and Body. You can select any of these or all parameters. Against each of these parameters, you will find drop down field and text box. Select the condition through which you want the match to be made in the drop down field. For instance For Subject parameter you can choose "Contains" as the condition. Enter the text string to compare with the condition and parameter. For instance, for subject parameter and for "Contains" condition, the text string can be entered as "Invitations". Select the target folder to which you want the incoming messages to be diverted. For instance, in the example given above, you choose the folder as "Invitation" so that messages matched with parameter are delivered in to that folder. Clicking on the ‘Create new folder’ displays the Create folder pop up window to create, edit and delete the folders. See the Adding mail folder topic to know how to create a new folder. Click on the ‘Save’ link to save the mail filters you have specified. Result: The mail filter is added to list box in the Email Filters screen. To close the window, click on the "Close" link. Change the Mail Filters You can change or edit the mail filters as required by you. To change the email filters, Select the mail filter from list box of Email Filters screen and click on the "Edit" link. Result: The corresponding Email Filters pop up window is displayed. Change or modify the necessary details. Click on the "Update" link to save the mail filter details. Result: The Email Filters screen refreshes. To close the window, click on the "Close" link. Delete the Mail Filters Select the mail filter name you wish to delete in the list box of Email Filters screen. Click on the "Delete" link. Result: The Email screen filter refreshes by deleting. Setting Up the Priority For Mail Rules Mail Filter ordering plays an important role in determining the message target folder. You can set the priority for the mail filters. The mail filter of high priority is checked first, when compared to others. For instance, if you have mail rule 1 and mail rule 2. You have selected mail rule 2 is of high priority, so mail rule 2 is checked first, if no matching is found, then it checks the mail rule 1. To specify the priority, Setting priority for mail filters On the ‘EmailFilters screen’, you will find a list box which contains the existing e-mail filters. You can see the arrow icons indicating top and below. Select the mail filter and click on the Top icon to move up to one level. The mail filter, which is at the top, is checked first, if no match found then the immediate next one is checked and so on till the correct match found. Select the mail filter and click on the Down icon to move it down to one level. Select the mail filter and click on the Edit link. Result: The Filters pop up menu opens where you can modify the selected filter rules. Click on the "Update" link to update your mail filter settings. Result: The Email Filters screen refreshes by saving. Click on the "Close" link to cancel and return to the previous page.

Email Rules Akken Staffing provides a powerful and flexible mail management system for users with tools like mail rules. Mail rules are used to redirect your incoming messages in to your personalized folders. This is particularly useful when you have large number of incoming emails. You can define the filters and specify the parameters. The mails, which satisfy the parameters, are filtered into the specified folder. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="132.1pt" class="current"><img src="https://appserver11.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image110.jpg" alt="" width="201px" height="208px" style="cursor: default;"></td></tr></tbody></table> To set up the mail rules, click on the "[Rules]" link adjacent to Email link on the left pane of Inbox screen under Collaboration. Result: The Email Filters screen is displayed. Add a New Filter You can define the parameters for filtering your messages in to your personalized folder. To add a new email filter, on Email Filters screen, click on the "Add" link. Result: The Email Filters pop up window is displayed. <table cellspacing="0" width="458" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="100%" class="current"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Adding_a_New_Mail_Filter.jpg" alt="" width="577px" height="257px" style="cursor: default;"> Adding a New Mail Filter Screen </td></tr></tbody></table> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">Enter the name of the filter in the Filter Name text box.</li> <li> Akken Staffing provides four default parameters: From Header, To/CC, Subject and Body. You can select any of these or all parameters. Against each of these parameters, you will find drop down field and text box. </li> <li>Select the condition through which you want the match to be made in the drop down field. For instance For Subject parameter you can choose "Contains" as the condition.</li> <li>Enter the text string to compare with the condition and parameter. For instance, for subject parameter and for "Contains" condition, the text string can be entered as "Invitations".</li> <li style="color: rgb(0, 0, 0);">Select the target folder to which you want the incoming messages to be diverted. For instance, in the example given above, you choose the folder as "Invitation" so that messages matched with parameter are delivered in to that folder.</li> <li>Clicking on the ‘Create new folder’ displays the Create folder pop up window to create, edit and delete the folders. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Creating_Mail_folders.htm">Adding mail folder</a> topic to know how to create a new folder.</li> <li>Click on the ‘Save’ link to save the mail filters you have specified. Result: The mail filter is added to list box in the Email Filters screen.</li> <li>To close the window, click on the "Close" link.</li> </ol> <div> </div> <div>Change the Mail Filters</div> <div> You can change or edit the mail filters as required by you. To change the email filters, <ol style="font-family: 'Times New Roman';"> <li>Select the mail filter from list box of Email Filters screen and click on the "Edit" link. Result: The corresponding Email Filters pop up window is displayed.</li> <li style="color: rgb(0, 0, 0);">Change or modify the necessary details.</li> <li>Click on the "Update" link to save the mail filter details. Result: The Email Filters screen refreshes.</li> <li>To close the window, click on the "Close" link.</li> </ol> <div> </div> <div>Delete the Mail Filters</div> </div> <div> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">Select the mail filter name you wish to delete in the list box of Email Filters screen.</li> <li>Click on the "Delete" link. Result: The Email screen filter refreshes by deleting.</li> </ol> <div> </div> </div> <div>Setting Up the Priority For Mail Rules</div> <div> Mail Filter ordering plays an important role in determining the message target folder. You can set the priority for the mail filters. The mail filter of high priority is checked first, when compared to others. For instance, if you have mail rule 1 and mail rule 2. You have selected mail rule 2 is of high priority, so mail rule 2 is checked first, if no matching is found, then it checks the mail rule 1. To specify the priority, <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="384.3pt"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image113.jpg" alt="" width="540px" height="201px" style="cursor: default;"> Setting priority for mail filters </td></tr></tbody></table> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">On the ‘EmailFilters screen’, you will find a list box which contains the existing e-mail filters. You can see the arrow icons indicating top and below.</li> <li style="color: rgb(0, 0, 0);">Select the mail filter and click on the Top icon <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image114.jpg" alt="" width="16px" height="16px" style="cursor: default;"> to move up to one level. The mail filter, which is at the top, is checked first, if no match found then the immediate next one is checked and so on till the correct match found.</li> <li style="color: rgb(0, 0, 0);">Select the mail filter and click on the Down icon <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image115.jpg" alt="" width="16px" height="16px"> to move it down to one level.</li> <li style="color: rgb(0, 0, 0);">Select the mail filter and click on the Edit link. Result: The Filters pop up menu opens where you can modify the selected filter rules.</li> <li>Click on the "Update" link to update your mail filter settings. Result: The Email Filters screen refreshes by saving.</li> <li>Click on the "Close" link to cancel and return to the previous page.</li> </ol> </div>

4000001770

384 4000009754

2015-04-23T09:23:33-04:00

Collaboration - Email - Rules

2015-08-21T04:41:08-04:00

12054499

2014-04-10T16:18:22-04:00

Working With Folders Akken Staffing provides you the basic frame work of folders to help you to get acquainted with folders. There are certain default folders offered with E-Mail. You cannot edit or delete these folders. The following are the list of folders that are provided by default. The following are the list of mail folders predefined under e-mail: [Inbox] The Inbox folder is the home to all incoming messages (Unless the filter is specified). [Outbox] Every message passes through Outbox folder on the way to its destination. The out box folder displays the e-campaigns and job postings created by you. The e-campaigns or job postings done by you are first captured in Outbox as Bulk Mail and then they are passed to destination. [Sent Messages] The copy of the e-mail message that you send can be stored in the sent messages folder. [Drafts] The drafts folder displays the messages that you saved before sending. [Trash] The Trash folder displays the messages that you have temporarily deleted. [Unsubscribe] The Unsubscribe folder captures and displays all the messages for which the message title (subject) contains the text as ‘unsubscribe’ or ‘remove’. [Failed] The failed folder displays the messages that are failed to its destination. One of the possible reasons for message failed to send is incorrect specification of the domain address. [Spam] The Spam mail folder enables you to manage your junk e-mail messages. The Spam mail folder displays the messages that are marked as spam by you. The number in the brackets after the folder name shows the count of the unread messages. Symbols: Mail folder appear with the symbol before the name with ‘+’ or ‘-‘within. When mail folder shows a + sign, it means that they are folders hidden within it and if you expand they will show. If the mail folder shows a – sign it means that mail folder is fully expanded and there are no folder hidden within it. Navigating the Folders The folders screen lets you to add new folders, sub folders, remove and rename them and move the folders among folders. Mail folders that are bolded indicate the folder you have currently selected to view. By default, selecting the e-mail screen window shows the inbox screen: To open any of the folder within the screen, click on the folder link left pane. Result: The screen refreshes by displaying the folder contents in the right pane. You can create any number of folders and sub folders and make it to look in tree format as displayed above. You can move among the messages using the up and down arrow keys from the current highlighted message. Select any of the folders and you can perform the options discussed in the "Receiving Messages and Organizing e-mail" messages sections. Click on the ‘ExpandAll’ link to expand all the existing folders to view the contents in the folder. Result: All the existing folders are expanded. Click on the ‘CollapseAll’ link to collapse all the folders. Result: The folders are collapsed. Creating Mail Folders You can create new folders to hold your messages They are several ways to create a new mail folder: Using the [New] link from folders part in the left pane of the screen. Using the "Create Folder" link from Manage Folders screen. Using the "Create New Folder" link under External Mail Server pop up window, displayed while adding a new e-mail account. Creating a New Mail Folder Akken Staffing provides you the flexibility of creating new folder in several ways. You can create new folders to track your messages. You can add your own folders to the ones that Akken Staffing already has ready for you. You can create the folders in Akken Staffing in several ways, the standard way to create new folder is, click on the [New] link adjacent to folders link in the left pane. Result: The Create new folders pop up window is displayed. Add New Mail Folder Screen Enter the folder name in the Folder Name text box. Select the "Show this Folder on eDesk" check box to view this folder on eDesk screen under E-Mail section. Select the folder under which you want create the new folder. For instance, you can create sub folder in ‘Important’ folder as indicated below or select the option as None if you want to create the folder at inbox level from the drop down list of "Under Folder" field. Click on the ‘Create Folder’ link to create folder. Result: The new folder is added in the folders screen. Click on the ‘Cancel’ link to close the window. Using the Folder Screen Manage Folders option lets you to rename, move and delete the folders and empty the messages from the selected folders. You can select the folders to display on the eDesk screen. Click on the [Manage] link to manage your folders. You can also click on the "Folders" link. Result: The screen refreshes by displaying the Folders screen. The Folders screen displays the list of all existing folders. These folders display the total messages it has, out of which the new and unread messages count is also displayed. The Folders screen displays the list of all existing folders. These folders display the total messages it has, out of which the new and unread messages count is also displayed. To open a mail folder within the screen, click on the "Folder Name" link. Result: The screen refreshes by displaying the mail folder. To create a mail new folder from Folders screen, click on the "Create Folder" link. Result: The Create Folders pop up window is displayed. See the Creating mail folder topic to know how to create folder. If you have lots of messages in the folder, and the messages are using your Mail Box size to the fullest extent, you can delete the messages to free up the mail box. To empty the mail folder, click on the Empty icon of corresponding mail folder. Result: The Folders screen refreshes by deleting the message from the selected folder. You can edit or rename a mail folder by clicking on the Edit icon of the corresponding mail folder. Result: The Rename Folder screen is displayed. See the Renaming a Mail Folder topic for more details. You can even move the mail folders to another mail folders just by clicking on the Moveicon of the corresponding mail folder. Result: The screen refreshes by displaying the Move Folder screen. See the Moving one Mail Folder to another topic for more details. Click on the Delete icon to delete the corresponding mail folder. Result: The screen refreshes by deleting the folder. See the Delete a Mail Folder topic for more details. You can set any mail folder to display on eDesk screen. To do this, select Show icon of the corresponding mail folder. Result: The selected mail folder is displayed on eDesk screen. You can set the mail folder not to display in eDesk screen. To do this, select icon of the corresponding mail folder. Result: The selected mail folder is not displayed on eDesk screen. The Mail Folders which are provided by default, cannot be renamed, moved, or deleted and are not available to display on home page except Inbox folder. To close the window, click on the "Close" link. Renaming a Mail Folder You can rename a mail folder whenever you wish. To rename a folder, on the Folders screen, click on the Edit icon of corresponding mail folder. Result: The Rename Folder screen is displayed. Renaming Mail Folder Screen The current name of the folder is displayed in the Folder Name field. Enter the new name of the folder in the Rename Folder Name text box. Select the "Show this Folder on Home Page" check box to view this mail folder on eDesk screen. Click on the "Rename Folder" link to accept the renaming of the folder. Result: The Rename Folder screen refreshes by changing the mail folder name. Click on the "Cancel" link to cancel and return to the previous page. Moving One Mail Folder to Another You can move the mail folders from one to another. Unlike the messages, you cannot move more than one folder at a time. On the Folders screen click on the "Move" link of corresponding folder, to move the folder.Result: The Folders screen refreshes by displaying the Move Folder screen. The name of the mail folder is displayed in the Folder Name field. Select the mail folder under which you want this folder to be listed. Click on the "Move Folder" link to move the folder. Result: The Move Folders screen refreshes by moving the folder. Click on the "Cancel" link to cancel and return to the previous page. Delete a Mail Folder You can choose to remove a mail folder in which messages are still stored. To delete a folder, On the Folders screen, click on the Delete icon of the corresponding folder. Result: You are prompted to confirm the deletion of the folder. Click on the OK to confirm and delete the folder. Result: The screen refreshes by displaying the mail folder. If you delete a non-empty mail folder, all the messages, sub folders within the mail folder are also deleted. You cannot rename, move and delete the default mail folders provided under E-mail. Similarly the default mail folders (except Inbox) cannot be made available to display on your home page.

Working With Folders Akken Staffing provides you the basic frame work of folders to help you to get acquainted with folders. There are certain default folders offered with E-Mail. You cannot edit or delete these folders. The following are the list of folders that are provided by default. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="96.1pt" class="current"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image117.jpg" alt="" width="162px" height="173px" style="cursor: default;"></td></tr></tbody></table> The following are the list of mail folders predefined under e-mail: <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li> [Inbox] The Inbox folder is the home to all incoming messages (Unless the filter is specified). </li> <li> [Outbox] Every message passes through Outbox folder on the way to its destination. The out box folder displays the e-campaigns and job postings created by you. The e-campaigns or job postings done by you are first captured in Outbox as Bulk Mail and then they are passed to destination. </li> <li> [Sent Messages] The copy of the e-mail message that you send can be stored in the sent messages folder. </li> <li> [Drafts] The drafts folder displays the messages that you saved before sending. </li> <li> [Trash] The Trash folder displays the messages that you have temporarily deleted. </li> <li> [Unsubscribe] The Unsubscribe folder captures and displays all the messages for which the message title (subject) contains the text as ‘unsubscribe’ or ‘remove’. </li> <li> [Failed] The failed folder displays the messages that are failed to its destination. One of the possible reasons for message failed to send is incorrect specification of the domain address. </li> <li> [Spam] The Spam mail folder enables you to manage your junk e-mail messages. The Spam mail folder displays the messages that are marked as spam by you. </li> </ol> The number in the brackets after the folder name shows the count of the unread messages. Symbols: <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Mail folder appear with the symbol before the name with ‘+’ or ‘-‘within.</li> <li> When mail folder shows a + sign, it means that they are folders hidden within it and if you expand they will show. </li> <li>If the mail folder shows a – sign it means that mail folder is fully expanded and there are no folder hidden within it.</li> </ol> Navigating the Folders The folders screen lets you to add new folders, sub folders, remove and rename them and move the folders among folders. Mail folders that are bolded indicate the folder you have currently selected to view. By default, selecting the e-mail screen window shows the inbox screen: <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="77.9pt" class="current"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image119.jpg" alt="" width="152px" height="171px" style="cursor: default;"></td></tr></tbody></table> <ol style="font-family: 'Times New Roman';"> <li>To open any of the folder within the screen, click on the folder link left pane. Result: The screen refreshes by displaying the folder contents in the right pane.</li> <li style="color: rgb(0, 0, 0);">You can create any number of folders and sub folders and make it to look in tree format as displayed above.</li> <li style="color: rgb(0, 0, 0);">You can move among the messages using the up and down arrow keys from the current highlighted message.</li> <li>Select any of the folders and you can perform the options discussed in the "Receiving Messages and Organizing e-mail" messages sections.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘ExpandAll’ link to expand all the existing folders to view the contents in the folder. Result: All the existing folders are expanded.</li> <li>Click on the ‘CollapseAll’ link to collapse all the folders. Result: The folders are collapsed.</li> </ol> <div>Creating Mail Folders</div> <div> You can create new folders to hold your messages They are several ways to create a new mail folder: <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">Using the [New] link from folders part in the left pane of the screen.</li> <li>Using the "Create Folder" link from Manage Folders screen.</li> <li>Using the "Create New Folder" link under External Mail Server pop up window, displayed while adding a new e-mail account.</li> </ol> <div> </div> </div> <div>Creating a New Mail Folder</div> <div> Akken Staffing provides you the flexibility of creating new folder in several ways. You can create new folders to track your messages. You can add your own folders to the ones that Akken Staffing already has ready for you. You can create the folders in Akken Staffing in several ways, the standard way to create new folder is, click on the [New] link adjacent to folders link in the left pane. Result: The Create new folders pop up window is displayed. <table cellspacing="0" width="420" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_New_Mail_Folder_Screen.jpg" alt="" width="583px" height="133px" style="cursor: default;"> Add New Mail Folder Screen </td></tr></tbody></table> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">Enter the folder name in the Folder Name text box.</li> <li>Select the "Show this Folder on eDesk" check box to view this folder on eDesk screen under E-Mail section.</li> <li>Select the folder under which you want create the new folder. For instance, you can create sub folder in ‘Important’ folder as indicated below or select the option as None if you want to create the folder at inbox level from the drop down list of "Under Folder" field.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Create Folder’ link to create folder. Result: The new folder is added in the folders screen.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Cancel’ link to close the window.</li> </ol> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image123.jpg" alt="" width="189px" height="214px" style="cursor: default;"> </div> Using the Folder Screen Manage Folders option lets you to rename, move and delete the folders and empty the messages from the selected folders. You can select the folders to display on the eDesk screen. Click on the [Manage] link to manage your folders. You can also click on the "Folders" link. Result: The screen refreshes by displaying the Folders screen. The Folders screen displays the list of all existing folders. These folders display the total messages it has, out of which the new and unread messages count is also displayed. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012675660/original/Collaboration_-_Email_-_Manage_Folders.PNG?1429212453" class="inline-image" data-id="4012675660" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The Folders screen displays the list of all existing folders. These folders display the total messages it has, out of which the new and unread messages count is also displayed.</li> <li>To open a mail folder within the screen, click on the "Folder Name" link. Result: The screen refreshes by displaying the mail folder.</li> <li>To create a mail new folder from Folders screen, click on the "Create Folder" link. Result: The Create Folders pop up window is displayed. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Creating_Mail_folders.htm" style="color: rgb(0, 0, 0);">Creating mail folder</a> topic to know how to create folder.</li> <li>If you have lots of messages in the folder, and the messages are using your Mail Box size to the fullest extent, you can delete the messages to free up the mail box. To empty the mail folder, click on the Empty <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image126.jpg" alt="" width="16px" height="16px" style="cursor: default;"> icon of corresponding mail folder. Result: The Folders screen refreshes by deleting the message from the selected folder.</li> <li>You can edit or rename a mail folder by clicking on the Edit <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/edit_mail_icon.jpg" alt="" width="20px" height="18px"> icon of the corresponding mail folder. Result: The Rename Folder screen is displayed. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Renaming_a_mail_folder.htm" style="color: rgb(0, 0, 0);">Renaming a Mail Folder</a> topic for more details.</li> <li>You can even move the mail folders to another mail folders just by clicking on the Move<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/move_mail_icon.jpg" alt="" width="18px" height="18px" style="cursor: default;">icon of the corresponding mail folder. Result: The screen refreshes by displaying the Move Folder screen. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Moving_a_one_mail_folder_to_another.htm" style="color: rgb(0, 0, 0);">Moving one Mail Folder to another</a> topic for more details.</li> <li>Click on the Delete<img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/delete_icon.jpg" alt="" width="17px" height="18px" style="cursor: default;"> icon to delete the corresponding mail folder. Result: The screen refreshes by deleting the folder. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Delete_a_mail_folder.htm" style="color: rgb(0, 0, 0);">Delete a Mail Folder</a> topic for more details.</li> <li>You can set any mail folder to display on eDesk screen. To do this, select Show <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image127.jpg" alt="" width="16px" height="16px"> icon of the corresponding mail folder. Result: The selected mail folder is displayed on eDesk screen.</li> <li>You can set the mail folder not to display in eDesk screen. To do this, select <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image128.jpg" alt="" width="16px" height="16px" style="cursor: default;"> icon of the corresponding mail folder. Result: The selected mail folder is not displayed on eDesk screen.</li> <li style="color: rgb(0, 0, 0);">The Mail Folders which are provided by default, cannot be renamed, moved, or deleted and are not available to display on home page except Inbox folder.</li> <li>To close the window, click on the "Close" link.</li> </ol> <div> Renaming a Mail Folder </div> <div> You can rename a mail folder whenever you wish. To rename a folder, on the Folders screen, click on the Edit <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image129.jpg" alt="" width="16px" height="16px" style="cursor: default;"> icon of corresponding mail folder. Result: The Rename Folder screen is displayed. <table cellspacing="0" width="552" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/renaming_mail_folder_screen.jpg" alt="" width="587px" height="152px" style="cursor: default;"> Renaming Mail Folder Screen </td></tr></tbody></table> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The current name of the folder is displayed in the Folder Name field.</li> <li style="color: rgb(0, 0, 0);">Enter the new name of the folder in the Rename Folder Name text box.</li> <li>Select the "Show this Folder on Home Page" check box to view this mail folder on eDesk screen.</li> <li>Click on the "Rename Folder" link to accept the renaming of the folder. Result: The Rename Folder screen refreshes by changing the mail folder name.</li> <li>Click on the "Cancel" link to cancel and return to the previous page.</li> </ol> </div> Moving One Mail Folder to Another You can move the mail folders from one to another. Unlike the messages, you cannot move more than one folder at a time. On the Folders screen click on the "Move" link of corresponding folder, to move the folder.Result: The Folders screen refreshes by displaying the Move Folder screen. <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The name of the mail folder is displayed in the Folder Name field.</li> <li style="color: rgb(0, 0, 0);">Select the mail folder under which you want this folder to be listed.</li> <li>Click on the "Move Folder" link to move the folder. Result: The Move Folders screen refreshes by moving the folder.</li> <li>Click on the "Cancel" link to cancel and return to the previous page.</li> </ol> <div>Delete a Mail Folder</div> <div> You can choose to remove a mail folder in which messages are still stored. To delete a folder, <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">On the Folders screen, click on the Delete <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image132.jpg" alt="" width="16px" height="16px"> icon of the corresponding folder. Result: You are prompted to confirm the deletion of the folder.</li> <li>Click on the OK to confirm and delete the folder. Result: The screen refreshes by displaying the mail folder.</li> </ol> If you delete a non-empty mail folder, all the messages, sub folders within the mail folder are also deleted. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image007.gif" alt="" width="42px" height="42px"></td> <td width="15px"></td> <td width="720px">You cannot rename, move and delete the default mail folders provided under E-mail. Similarly the default mail folders (except Inbox) cannot be made available to display on your home page.</td> </tr></tbody></table> </div>

4000001770

429 4000010347

2015-04-16T15:27:58-04:00

Collaboration - Email - Folder Management

2015-08-21T04:41:08-04:00

12054499

2014-04-11T11:30:16-04:00

Calendar Setup To create your activities or engagements using calendar, first calendar setup must be done. The calendar setup assists you to organize your preferences such as working hour’s specification, calendar view, etc. Once the calendar setup is done, you can update it whenever required. Select Collaboration > Calendar from menu bar. The screen refreshes by displaying Calendar screen. Select the Calendar Setup from screen. To setup your calendar: Set your typical day working hours. Select the start and end time of your working day in the My date starts at field and ends at field from the drop down list. Select the default view of your calendar by selecting the appropriate radio button. You can select Day/Week/Month view as your default view. The calendar screen will be configured according the view you select here. Specify the interval for the calendar from the Interval drop down list. Select the applicable time zone in the Time Zone field from the drop down list. In the Reminder Setup field, select the ‘Notify me’ checkbox and select the amount of time before the reminder event needs to be setup. Click on the ‘Save’ link to save the calendar setup. The Calendar screen refreshes by displaying the Calendar home page. Click on the ‘Cancel’ link to cancel and return to the previous page. Tip to Setup Time Zone in Akken Staffing To setup time zone in Akken Staffing, perform the following steps: In the Calendar home page, click on the Setup link. The system refreshes and displays the calendar preferences screen. Select the required time zone from the Time Zone drop down list and click on Update link to update the selected time zone. Calendar Views Calendar provides three different views – The Day view, the Week view,and the Month view. You can select default view in Calendar setup. Irrespective of the calendar view you have chosen as default, all the days in the calendar includes ‘quick links’. The Day view gives you full screen perspective of that day events and helps for scheduling on open time slots. You can just click and select the time range to add a schedule. The Week view gives you full screen perspective of that week and helps for scheduling on any day of that week. You can also view the list of activities scheduled on the day and update the same. The Month view gives you full screen perspective of that month and helps for scheduling on any day of that month. You can view the list of activities scheduled on any day of the month and update the same. In the Calendar home page: Clicking on the ‘Week link’ displays the Week view. Clicking on the ‘Month link’ displays the Month view. Click on << and >> links to go to the previous and next day/week/month. Calendar Display The calendar screen is configured according to the default view you have selected in the calendar setup. Irrespective of the default view you have chosen, clicking on the day link changes the calendar screen appearance as shown in the figure below: Calendar screen description: The top right corner of the calendar screen displays View Others drop-down list, which displays the list of employees. You can select the employee name to view his/her calendar. The selected employee’s calendar is displayed. When you select other employee’s calendar for viewing, to go back to your own calendar click on the ‘My Calendar’ option available in the drop-down list. Your calendar is displayed. The left side of the calendar screen contains the calendar. The calendar contains the view links – Day, Week and Month. Selecting the view link displays the respective view by refreshing the page. For instance, if you select week link, the screen refreshes by displaying the week view. The Selected view is highlighted. Use << and >> links to go to previous and next month from the selected month. The calendar includes quick links to all the days in a month except the current day. Selecting the required day allows you to schedule your engagements on that day. To have an updated view of any event or activity, you can use the VIEW button. Select the Day, Month and Year in the respective fields and click on VIEW. The Calendar screen refreshes by displaying the events or activities based on the updation. The right side of the calendar screen displays the selected date, month and year in the Calendar. The calendar grid in the right side of the calendar screen displays only the time slots. The user can now create an appointment for a minimum time range of 15 minutes. The user can create multiple appointments in a single time range in the Calendar home page. To quickly add an event from Calendar screen,enter the name of the event or calendar activity in theSubject text box and click Create. Specify the Date and Time by selecting from the respective drop-down lists and click on the ‘More Options’ link. The Calendar screen refreshes by displaying the new appointment screen with the entered information populated. You can edit the appointment details if required and click Save to save the appointment. Selecting the Private check box allows you to disable the visibility of your calendars appointments for other users of the application. The Calendar screen allows the users to browse calendar events in a future month by selecting that month. Click on Refresh link to refresh all the calendar events available in the Calendar home page. Click on Today link to get back to the current date if you were in the previous calendar dates. The system now displays the user working hour’s time slots in bold and color font in the Calendar home page. The user can set the working hours in Collaboration – Calendar – Setup screen. When the user creates a calendar event on any previous dates, the system now prompts the user with the following alert message: In the above message: Clicking “Yes” will create a new calendar event. Clicking “No” will allow the user to change the date or time for the calendar event. This would prevent the user from creating the calendar events in wrong time slots. Modify Calendar Setup To modify the calendar setup: 1. On the Calendar screen, click on the ‘Setup’ link to modify the calendar setup details. The Calendar screen refreshes by displaying the calendar setup details to modify. 2. Modify the calendar setup details. 3. Click on the ‘Update’ link to update the calendar setup details. The Calendar Setup screen refreshes by saving. 4. Click on the ‘Cancel’ link to cancel and return to the previous page. Add a New Calendar Item To add a new calendar item, do the following: Go to Collaboration – Calendar home page – In the Calendar home page, click and drag the mouse to select the time range. The system refreshes and displays the New Appointment screen with the start time and end time populated in the Start Time and End Time drop-down lists. For example, if the user selects the appointment time range between 2:30AM and 4:30AM, then the new appointment screen populates the start time as 02:30AM and end time as 04:30AM in the Start Time and End Time drop-down lists. Enter the required details in the new appointment screen and click Save to save the new appointment. The system refreshes and displays the newly created appointment in theCalendar home page. The user can now create an appointment for a minimum time range of 15 minutes. The user can create multiple appointments in a single time range and select categories in the Calendar home page. Note: While creating a new appointment, if the user selects any guests from the Invite list box and clicks “Save”. The system now displays the following alert message as shown below: All the recurring appointments that are created will be displayed with a symbol in the Calendar home page as shown below: All the calendar appointments that have participants selected in the Participants list box will be displayed with a Shared symbol in the Calendar home page as shown below: Tip to schedule a recurring calendar appointment To schedule a recurring calendar appointment, perform the following steps: Go to Collaboration->Calendar->New Calendar screen – Specify the subject for the appointment and click onRecurrence link. The system refreshes and displays theAppointment Recurrence screen as shown below: Appointment Recurrence Screen Specify the calendar recurrence start time and end time from the fields available in theAppointment Timesection of the Appointment Recurrence screen. In the Recurrence Pattern section, indicate the frequency of the appointment as: Daily, Weekly, Monthly, or Yearly. The user can also have an option to select on which day, the calendar appointment needs to recur. Enter the day and month, as well as any other options in the Recurrence Pattern section that are specific to your selection. In the Range of Recurrence section, enter appropriate time limits according to these guidelines: Start: Choose the date on which the recurring appointments will begin. No End Date: Choose this option if the recurring appointments are not on a limited schedule. End After: Choose this option and enter the number of appointments if there is a specific limit to the recurring appointments. End By: Choose this option and enter an ending date to limit the number of recurring appointments. Click OK to apply the selected calendar recurrence settings. The system displays the selected recurrence information in the calendar screen. Click Cancel to cancel the recurrence pattern screen. Creating All Day events An All day event is an event that lasts for an entire day. The start time and end time for an all day event is fixed and is not editable. The Start Time and End Time of an All day event are 12:00AM and 11:45PM. Tip to create an All day event: To create an All day event, do the following: Go to Calendar home page, click on the All Day link. The system displays the New Appointment screen. Enter the required details in the New Appointment screen and click on “Save” link to save the new appointment. The appointment will be saved and displayed in the Calendar home page. Click Close link to close the New Appointment screen. Tip to create a normal event in Monthly Calendar view: By default, all the events created in the Monthly Calendar view are “All day events”. To create a normal event in Monthly Calendar view: Click on any day link in the Monthly Calendar view. The system displays the Add Appointmentscreen with All day event check box option selected. Clear the All day event checkbox option. The system enables the Start Time and End Timefields of the appointment. Now, select the required time range for the appointment from the fields provided and specify any other details and finally click on “Save” link to create a normal appointment. The system refreshes by creating and displaying the appointment in the Monthly Calendar home page. The user has to open and view each calendar appointment to distinguish them between a normal appointment and all day event. Select Participants You can send an invitation to all the external contacts whose email addresses exists in the system. The invitation event can be sent for the following: Employees CRM – Contacts and Candidates Address Book – Contacts Any other contact that does not exist in the system To send an invitation to an external contact, do the following: Open a new calendar appointment screen by clicking on any selected time range in theCalendar home page. The system displays the New Appointment screen. Click on Select Participants link available under Participants list box. The system displays the Select Participants screen. In the Select Participants screen, the user can search and select any external contact and add it to the Participants List section. All the added external contacts will be made available for the invitations. The user can also add other participants email addresses using comma separated underEnter Participants box. Sending Invitations When the user sends an invitation using calendar appointment, the system now will do the following: Display the invitation in the eDesk – Invitations section of the Invitee. An email will be sent to the Invitee with the following options in the email body: ACCEPT, TENTATIVEand DECLINE. In the above email body, the user can do the following: Click on ACCEPT link to accept the invitation. The system will do the following: Send a reply to the owner of the invitation regarding the invitation status. And also the invitation displayed in the Invitations section will disappear and display in the Calendar section of eDesk and Collaboration for the Invitee. The invitation will be removed from the Email – Inbox and moved to the Trash folder. When the user goes to the Trash folder and click on Tentative or Decline, the invitation will be removed permanently from the system Click on TENTATIVE link to accept the invitation temporarily. Click on DECLINE link to reject the invitation. The system will do the following: Send a reply mail to the owner of the invitation showing the status as Declined. The invitation will be removed from Email – Inbox and moved to the Trash folder. When the user goes to Trash folder and clicks on Accept or Tentative link, the invitation will be made available for the invitee in the Email – Inbox and also in the eDesk – Calendar. Accept/Tentative/Decline the Invitation in the email body: Clicking on ACCEPT/TENTATIVE/DECLINE in the email body displays the following dialog box. In the above window, The user can enter the notes while accepting/tentative/declining the invitation in the email body. Clicking Save & Send Response will allow the user to send the response. If the user wishes to send comments, then the Include notes in the response check box should be selected. Clicking Save & Don’t Send Response will allow the user to save the notes without sending the response. Clicking Cancel will cancel the dialog box. Once the user accepts the invitation by clicking on ACCEPT link in the email body. The system sends a reply mail to the owner of the invitation showing the status as Accepted and also the ACCEPT link color in the email body changes to Red color font. If the user wants to accept the invitation for the second time, then the user should click onTENTATIVE or DECLINE link. After changing the status of the invitation to TENTATIVE or DECLINE, the user can click on ACCEPT link for second time. Unless the user clicks on TENTATIVE or DECLINE link, the system will not show the ACCEPT link in clickable mode. Modify/Delete a Calendar Item I. Editing an Appointment without Participants To edit an appointment without Participants, Click on the required appointment displayed in the Calendar home page. The system displays the calendar appointment in edit mode. Make the required changes and click on Update to save the changes. Click Close to close the appointment screen. II. Editing an Appointment with Participants To edit an appointment with Participants, Click on the required appointment displayed in the Calendar home page. The system displays the calendar appointment in edit mode. Make the required changes and click on Update to save the new changes. The system displays the following alert message: Note: If you add any new participants for an existing appointment and clickUpdate. The system now displays the following alert message: III. Editing an Recurring Appointment When you open any calendar appointment that has recurrence set and if you make the required changes and finally click on Update to save the new changes, the system now displays the following alert message: In the above screen, Click on Only this Instance button, if you wish to change only this instance of the calendar event. Click on All Events in the Series button, if you wish to change all the events in the series of the calendar event. Click on Cancel button, if you wish to cancel the alert message. Note: Clicking on any of the above 2 buttons (Only this instance/All Events in the Series) will display the following alert message: The above alert will be displayed only if the appointment has any guests invited previously. Deleting Appointment I. Deleting an Appointment without Participants (Without Recurrence) To delete an appointment without Participants, Click on the required appointment you want to delete. The system displays the appointment in edit mode. Click on the Delete link to delete the appointment. The system displays the following alert message: Click OK to delete the appointment. The system refreshes by removing the appointment from the Calendars home page. Click Cancel to cancel the alert message. II. Deleting an Appointment with Participants To delete an appointment with Participants, Click on the required appointment you want to delete. The system displays the appointment in edit mode. Click on the Delete link to delete the appointment. The system displays the following alert message: Clicking OK displays the following message as shown below: The above alert will be displayed only if the appointment has any guests invited previously. III. Deleting Recurring Appointment When you open any calendar event that has recurrence set and click onDelete link, the system now displays the following alert message: In the above screen, Click on Only this Instance button, if you wish to delete only this instance of the calendar event. Click on All Events in the Series button, if you wish to delete all the events in the series of the calendar event. Click on Cancel button, if you wish to cancel the alert message. Note: Clicking on any of the above 2 buttons (Only this instance/All Events in the Series) will display the following alert message: Print Calendar Akken Staffing allows you to print your calendar and other calendars as well. By default, the Day view of calendar will be displayed. To print the calendar, perform the following steps: Select the Day, by clicking on the date, from the left side calendar area. The Calendar screen refreshes by displaying the selected day’s calendar on the right side of the screen. By default, the current day’s calendar of the logged in user will be displayed. You can select other users’ calendar also from the ‘View Others’ drop down list. The Calendar screen refreshes by displaying the selected user’s, selected day’s calendar. Click on Print link available at the top right corner of the screen. The system refreshes and displays the following screen as shown below: Print Calendar Screen In the above screen, select the output mode of the printed calendar from Select Printerlist box. Once you have specified the print options, finally click onPrint button. The selected day’s calendar of the selected user is printed, in the selected printer medium. If you select printer mode as Adobe PDF from Select Printer box, the PDF output of the Calendar will be generated as follows: Day Calendar printed in PDF output You can also have an option to print the Weekly, Monthly andYearly calendars views. To print theWeekly/Monthly/YearlyCalendar views: Select the required calendar view (Weekly/Monthly/Yearly) by clicking on the corresponding Week, Month and Year links. The system refreshes by displaying the selected calendar view. Now, click on Print link available at the top right corner of the screen to print the calendar view.

Calendar Setup To create your activities or engagements using calendar, first calendar setup must be done. The calendar setup assists you to organize your preferences such as working hour’s specification, calendar view, etc. Once the calendar setup is done, you can update it whenever required. Select Collaboration > Calendar from menu bar. The screen refreshes by displaying Calendar screen. Select the Calendar Setup from screen. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012704193/original/Collaboration_-_Calendar.PNG?1429275864" class="inline-image" data-id="4012704193" style="cursor: default;"> To setup your calendar: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Set your typical day working hours. Select the start and end time of your working day in the My date starts at field and ends at field from the drop down list.</li> <li>Select the default view of your calendar by selecting the appropriate radio button. You can select Day/Week/Month view as your default view. The calendar screen will be configured according the view you select here.</li> <li>Specify the interval for the calendar from the Interval drop down list.</li> <li>Select the applicable time zone in the Time Zone field from the drop down list.</li> <li>In the Reminder Setup field, select the ‘Notify me’ checkbox and select the amount of time before the reminder event needs to be setup.</li> <li>Click on the ‘Save’ link to save the calendar setup. The Calendar screen refreshes by displaying the Calendar home page.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> Tip to Setup Time Zone in Akken Staffing To setup time zone in Akken Staffing, perform the following steps: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>In the Calendar home page, click on the Setup link. The system refreshes and displays the calendar preferences screen.</li></ul> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>Select the required time zone from the Time Zone drop down list and click on Update link to update the selected time zone.</li></ul> <div> </div> <div>Calendar Views</div> <div> Calendar provides three different views – The Day view, the Week view,and the Month view. You can select default view in Calendar setup. Irrespective of the calendar view you have chosen as default, all the days in the calendar includes ‘quick links’. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The Day view gives you full screen perspective of that day events and helps for scheduling on open time slots. You can just click and select the time range to add a schedule.</li> <li>The Week view gives you full screen perspective of that week and helps for scheduling on any day of that week. You can also view the list of activities scheduled on the day and update the same.</li> <li>The Month view gives you full screen perspective of that month and helps for scheduling on any day of that month. You can view the list of activities scheduled on any day of the month and update the same.</li> <li>In the Calendar home page:</li> </ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Clicking on the ‘Week link’ displays the Week view.</li> <li>Clicking on the ‘Month link’ displays the Month view.</li> <li>Click on << and >> links to go to the previous and next day/week/month.</li> </ul> <div> </div> </div> <div>Calendar Display</div> <div> The calendar screen is configured according to the default view you have selected in the calendar setup. Irrespective of the default view you have chosen, clicking on the day link changes the calendar screen appearance as shown in the figure below: <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012704258/original/Collaboration_-_Calendar_2.PNG?1429275935" class="inline-image" data-id="4012704258" style="cursor: default;"> Calendar screen description: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The top right corner of the calendar screen displays View Others drop-down list, which displays the list of employees. You can select the employee name to view his/her calendar. The selected employee’s calendar is displayed.</li> <li>When you select other employee’s calendar for viewing, to go back to your own calendar click on the ‘My Calendar’ option available in the drop-down list. Your calendar is displayed.</li> <li>The left side of the calendar screen contains the calendar. The calendar contains the view links – Day, Week and Month. Selecting the view link displays the respective view by refreshing the page. For instance, if you select week link, the screen refreshes by displaying the week view. The Selected view is highlighted.</li> </ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Use << and >> links to go to previous and next month from the selected month.</li> <li>The calendar includes quick links to all the days in a month except the current day. Selecting the required day allows you to schedule your engagements on that day.</li> <li>To have an updated view of any event or activity, you can use the VIEW button. Select the Day, Month and Year in the respective fields and click on VIEW. The Calendar screen refreshes by displaying the events or activities based on the updation.</li> </ul> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>The right side of the calendar screen displays the selected date, month and year in the Calendar.</li></ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>The calendar grid in the right side of the calendar screen displays only the time slots. The user can now create an appointment for a minimum time range of 15 minutes. The user can create multiple appointments in a single time range in the Calendar home page.</li> <li>To quickly add an event from Calendar screen,enter the name of the event or calendar activity in theSubject text box and click Create.</li> <li>Specify the Date and Time by selecting from the respective drop-down lists and click on the ‘More Options’ link. The Calendar screen refreshes by displaying the new appointment screen with the entered information populated. You can edit the appointment details if required and click Save to save the appointment.</li> <li>Selecting the Private check box allows you to disable the visibility of your calendars appointments for other users of the application.</li> </ul> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The Calendar screen allows the users to browse calendar events in a future month by selecting that month.</li> <li>Click on Refresh link to refresh all the calendar events available in the Calendar home page.</li> <li>Click on Today link to get back to the current date if you were in the previous calendar dates.</li> <li>The system now displays the user working hour’s time slots in bold and color font in the Calendar home page. The user can set the working hours in Collaboration – Calendar – Setup screen.</li> <li>When the user creates a calendar event on any previous dates, the system now prompts the user with the following alert message:</li> </ol> <table cellspacing="0" width="309" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%" class="current"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Past_Events_Alert.jpg" alt="" width="345px" height="116px" style="cursor: default;"></td></tr></tbody></table> In the above message: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li> </li> <ul type="disc"> <li>Clicking “Yes” will create a new calendar event.</li> <li>Clicking “No” will allow the user to change the date or time for the calendar event. This would prevent the user from creating the calendar events in wrong time slots.</li> </ul> </ul> <div> </div> <div>Modify Calendar Setup</div> </div> <div> To modify the calendar setup: 1. On the Calendar screen, click on the ‘Setup’ link to modify the calendar setup details. The Calendar screen refreshes by displaying the calendar setup details to modify. 2. Modify the calendar setup details. 3. Click on the ‘Update’ link to update the calendar setup details. The Calendar Setup screen refreshes by saving. 4. Click on the ‘Cancel’ link to cancel and return to the previous page. Add a New Calendar Item To add a new calendar item, do the following: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Go to Collaboration – Calendar home page – In the Calendar home page, click and drag the mouse to select the time range. The system refreshes and displays the New Appointment screen with the start time and end time populated in the Start Time and End Time drop-down lists.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>For example, if the user selects the appointment time range between 2:30AM and 4:30AM, then the new appointment screen populates the start time as 02:30AM and end time as 04:30AM in the Start Time and End Time drop-down lists.</li> <li>Enter the required details in the new appointment screen and click Save to save the new appointment. The system refreshes and displays the newly created appointment in theCalendar home page.</li> </ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The user can now create an appointment for a minimum time range of 15 minutes.</li> <li>The user can create multiple appointments in a single time range and select categories in the Calendar home page.</li> </ol> Note: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>While creating a new appointment, if the user selects any guests from the Invite list box and clicks “Save”. The system now displays the following alert message as shown below:</li></ul> <table cellspacing="0" width="273" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Send_Invitations.jpg" alt="" width="350px" height="121px" style="cursor: default;"></td></tr></tbody></table> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>All the recurring appointments that are created will be displayed with a symbol in the Calendar home page as shown below:</li></ul> <table cellspacing="0" width="450" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Recurring_Appointment.jpg" alt="" width="563px" height="222px" style="cursor: default;"></td></tr></tbody></table> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>All the calendar appointments that have participants selected in the Participants list box will be displayed with a Shared symbol in the Calendar home page as shown below:</li></ul> <table cellspacing="0" width="132" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Shared_Event.jpg" alt="" width="239px" height="151px" style="cursor: default;"></td></tr></tbody></table> Tip to schedule a recurring calendar appointment To schedule a recurring calendar appointment, perform the following steps: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Go to Collaboration->Calendar->New Calendar screen – Specify the subject for the appointment and click onRecurrence link. The system refreshes and displays theAppointment Recurrence screen as shown below:</li></ol> <table cellspacing="0" width="389" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Appointment_Recurrence.gif" alt="" width="432px" height="275px" style="cursor: default;"> Appointment Recurrence Screen </td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Specify the calendar recurrence start time and end time from the fields available in theAppointment Timesection of the Appointment Recurrence screen.</li> <li>In the Recurrence Pattern section, indicate the frequency of the appointment as: Daily, Weekly, Monthly, or Yearly. The user can also have an option to select on which day, the calendar appointment needs to recur.</li> </ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Enter the day and month, as well as any other options in the Recurrence Pattern section that are specific to your selection.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>In the Range of Recurrence section, enter appropriate time limits according to these guidelines:</li></ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif;"> <li> Start: Choose the date on which the recurring appointments will begin. </li> <li> No End Date: Choose this option if the recurring appointments are not on a limited schedule. </li> <li> End After: Choose this option and enter the number of appointments if there is a specific limit to the recurring appointments. </li> <li> End By: Choose this option and enter an ending date to limit the number of recurring appointments. </li> </ul> </li></ul> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click OK to apply the selected calendar recurrence settings. The system displays the selected recurrence information in the calendar screen.</li> <li>Click Cancel to cancel the recurrence pattern screen.</li> </ol> Creating All Day events An All day event is an event that lasts for an entire day. The start time and end time for an all day event is fixed and is not editable. The Start Time and End Time of an All day event are 12:00AM and 11:45PM. Tip to create an All day event: To create an All day event, do the following: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Go to Calendar home page, click on the All Day link.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The system displays the New Appointment screen. Enter the required details in the New Appointment screen and click on “Save” link to save the new appointment. The appointment will be saved and displayed in the Calendar home page.</li> <li>Click Close link to close the New Appointment screen.</li> </ol> Tip to create a normal event in Monthly Calendar view: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>By default, all the events created in the Monthly Calendar view are “All day events”.</li> <li>To create a normal event in Monthly Calendar view:</li> </ol> <ol type="disc" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Click on any day link in the Monthly Calendar view. The system displays the Add Appointmentscreen with All day event check box option selected.</li> <li>Clear the All day event checkbox option. The system enables the Start Time and End Timefields of the appointment.</li> <li>Now, select the required time range for the appointment from the fields provided and specify any other details and finally click on “Save” link to create a normal appointment.</li> <li>The system refreshes by creating and displaying the appointment in the Monthly Calendar home page.</li> </ul> </li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>The user has to open and view each calendar appointment to distinguish them between a normal appointment and all day event.</li></ol> <div> </div> </div> <div>Select Participants</div> <div> You can send an invitation to all the external contacts whose email addresses exists in the system. The invitation event can be sent for the following: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Employees</li> <li>CRM – Contacts and Candidates</li> <li>Address Book – Contacts</li> <li>Any other contact that does not exist in the system</li> </ul> To send an invitation to an external contact, do the following: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Open a new calendar appointment screen by clicking on any selected time range in theCalendar home page. The system displays the New Appointment screen.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Click on Select Participants link available under Participants list box. The system displays the Select Participants screen.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>In the Select Participants screen, the user can search and select any external contact and add it to the Participants List section. All the added external contacts will be made available for the invitations.</li> <li>The user can also add other participants email addresses using comma separated underEnter Participants box.</li> </ol> Sending Invitations <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>When the user sends an invitation using calendar appointment, the system now will do the following:</li></ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Display the invitation in the eDesk – Invitations section of the Invitee.</li> <li> An email will be sent to the Invitee with the following options in the email body: ACCEPT, TENTATIVEand DECLINE. </li> </ul> <table cellspacing="0" width="287" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Invitations_in_Email_Body.jpg" alt="" width="384px" height="200px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>In the above email body, the user can do the following:</li></ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li> Click on ACCEPT link to accept the invitation. The system will do the following: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif;"> <li>Send a reply to the owner of the invitation regarding the invitation status. And also the invitation displayed in the Invitations section will disappear and display in the Calendar section of eDesk and Collaboration for the Invitee.</li> <li>The invitation will be removed from the Email – Inbox and moved to the Trash folder. When the user goes to the Trash folder and click on Tentative or Decline, the invitation will be removed permanently from the system</li> </ul> </li> <li>Click on TENTATIVE link to accept the invitation temporarily.</li> <li> Click on DECLINE link to reject the invitation. The system will do the following: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif;"> <li>Send a reply mail to the owner of the invitation showing the status as Declined.</li> <li>The invitation will be removed from Email – Inbox and moved to the Trash folder. When the user goes to Trash folder and clicks on Accept or Tentative link, the invitation will be made available for the invitee in the Email – Inbox and also in the eDesk – Calendar.</li> </ul> </li> </ul> Accept/Tentative/Decline the Invitation in the email body: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Clicking on ACCEPT/TENTATIVE/DECLINE in the email body displays the following dialog box.</li></ol> <table cellspacing="0" width="378" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_Notes.jpg" alt="" width="448px" height="170px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>In the above window,</li></ol> <ol type="disc" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>The user can enter the notes while accepting/tentative/declining the invitation in the email body.</li> <li>Clicking Save & Send Response will allow the user to send the response. If the user wishes to send comments, then the Include notes in the response check box should be selected.</li> <li>Clicking Save & Don’t Send Response will allow the user to save the notes without sending the response.</li> <li>Clicking Cancel will cancel the dialog box.</li> </ul> </li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Once the user accepts the invitation by clicking on ACCEPT link in the email body. The system sends a reply mail to the owner of the invitation showing the status as Accepted and also the ACCEPT link color in the email body changes to Red color font.</li> <li>If the user wants to accept the invitation for the second time, then the user should click onTENTATIVE or DECLINE link. After changing the status of the invitation to TENTATIVE or DECLINE, the user can click on ACCEPT link for second time. Unless the user clicks on TENTATIVE or DECLINE link, the system will not show the ACCEPT link in clickable mode.</li> </ol> <div>Modify/Delete a Calendar Item</div> </div> <div> I. Editing an Appointment without Participants To edit an appointment without Participants, <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Click on the required appointment displayed in the Calendar home page. The system displays the calendar appointment in edit mode.</li> <li>Make the required changes and click on Update to save the changes.</li> <li>Click Close to close the appointment screen.</li> </ul> II. Editing an Appointment with Participants To edit an appointment with Participants, <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Click on the required appointment displayed in the Calendar home page. The system displays the calendar appointment in edit mode.</li> <li>Make the required changes and click on Update to save the new changes. The system displays the following alert message:</li> </ul> <table cellspacing="0" width="292" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Send_Update_Alert.jpg" alt="" width="393px" height="114px" style="cursor: default;"></td></tr></tbody></table> Note: If you add any new participants for an existing appointment and clickUpdate. The system now displays the following alert message: <table cellspacing="0" width="239" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%" class="current"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Update_event.jpg" alt="" width="424px" height="114px" style="cursor: default;"></td></tr></tbody></table> III. Editing an Recurring Appointment <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>When you open any calendar appointment that has recurrence set and if you make the required changes and finally click on Update to save the new changes, the system now displays the following alert message:</li></ul> <table cellspacing="0" width="276" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Recurrence_Alert1.jpg" alt="" width="490px" height="93px" style="cursor: default;"></td></tr></tbody></table> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li> In the above screen, <ul type="disc" style="font-family: Helvetica, Arial, sans-serif;"> <li>Click on Only this Instance button, if you wish to change only this instance of the calendar event.</li> <li>Click on All Events in the Series button, if you wish to change all the events in the series of the calendar event.</li> <li>Click on Cancel button, if you wish to cancel the alert message.</li> </ul> </li></ul> Note: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>Clicking on any of the above 2 buttons (Only this instance/All Events in the Series) will display the following alert message:</li></ul> <table cellspacing="0" width="195" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Send_Update_Alert.jpg" alt="" width="393px" height="114px" style="cursor: default;"></td></tr></tbody></table> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li>The above alert will be displayed only if the appointment has any guests invited previously.</li></ul> Deleting Appointment I. Deleting an Appointment without Participants (Without Recurrence) To delete an appointment without Participants, <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the required appointment you want to delete. The system displays the appointment in edit mode.</li> <li>Click on the Delete link to delete the appointment. The system displays the following alert message:</li> </ol> <table cellspacing="0" width="154" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Delete_Event1.jpg" alt="" width="275px" height="116px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click OK to delete the appointment. The system refreshes by removing the appointment from the Calendars home page.</li> <li>Click Cancel to cancel the alert message.</li> </ol> II. Deleting an Appointment with Participants To delete an appointment with Participants, <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the required appointment you want to delete. The system displays the appointment in edit mode.</li> <li>Click on the Delete link to delete the appointment. The system displays the following alert message:</li> </ol> <table cellspacing="0" width="238" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Delete_Event1.jpg" alt="" width="275px" height="119px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Clicking OK displays the following message as shown below:</li></ol> <table cellspacing="0" width="275" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Delete_Event2.jpg" alt="" width="481px" height="117px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>The above alert will be displayed only if the appointment has any guests invited previously.</li></ol> III. Deleting Recurring Appointment <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>When you open any calendar event that has recurrence set and click onDelete link, the system now displays the following alert message:</li></ol> <table cellspacing="0" width="361" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Delete_Recurrence.jpg" alt="" width="472px" height="92px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>In the above screen,</li></ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Click on Only this Instance button, if you wish to delete only this instance of the calendar event.</li> <li>Click on All Events in the Series button, if you wish to delete all the events in the series of the calendar event.</li> <li>Click on Cancel button, if you wish to cancel the alert message.</li> </ul> Note: <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><li>Clicking on any of the above 2 buttons (Only this instance/All Events in the Series) will display the following alert message:</li></ul> </div> Print Calendar Akken Staffing allows you to print your calendar and other calendars as well. By default, the Day view of calendar will be displayed. To print the calendar, perform the following steps: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Select the Day, by clicking on the date, from the left side calendar area. The Calendar screen refreshes by displaying the selected day’s calendar on the right side of the screen.</li> <li>By default, the current day’s calendar of the logged in user will be displayed.</li> <li>You can select other users’ calendar also from the ‘View Others’ drop down list. The Calendar screen refreshes by displaying the selected user’s, selected day’s calendar.</li> <li>Click on Print link available at the top right corner of the screen. The system refreshes and displays the following screen as shown below:</li> </ol> <table cellspacing="0" width="321" 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/Collaboration_UM/image271.jpg" alt="" width="400px" height="358px" style="cursor: default;"> Print Calendar Screen </td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>In the above screen, select the output mode of the printed calendar from Select Printerlist box.</li> <li>Once you have specified the print options, finally click onPrint button. The selected day’s calendar of the selected user is printed, in the selected printer medium.</li> <li>If you select printer mode as Adobe PDF from Select Printer box, the PDF output of the Calendar will be generated as follows:</li> </ol> <table cellspacing="0" width="344" 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/Collaboration_UM/image272.jpg" alt="" width="496px" height="394px" style="cursor: default;"> Day Calendar printed in PDF output </td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>You can also have an option to print the Weekly, Monthly andYearly calendars views.</li> <li>To print theWeekly/Monthly/YearlyCalendar views:</li> </ol> <ul style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li>Select the required calendar view (Weekly/Monthly/Yearly) by clicking on the corresponding Week, Month and Year links. The system refreshes by displaying the selected calendar view.</li> <li>Now, click on Print link available at the top right corner of the screen to print the calendar view.</li> </ul>

4000001770

371 4000010448

2015-04-17T09:05:47-04:00

Collaboration - Calendar

2015-08-21T04:41:08-04:00

12054499

2014-04-11T11:58:28-04:00

Task Manager Home Choose the Collaboration >> Task Manager link from menu bar to display the Task Manager home page. The system displays the Task Manager home page. The details of the Tasks are displayed under the following columns: Category, Subject, Regarding, Start Date, Due Date, Priority and Status. Use the search bar to display the records matched with the text string specified in the search bar columns. The Priority column is a drop-down list with the following options: All, Low, Normal andHigh. Using Priority column, you can know the status of the task as High, Low orNormal. Choose the required item from the drop down list of Status column in the search bar to display the tasks within the selected item. By default, the tasks within all the items are displayed. You can select any of the links from the Task Manager home page to Add, Import, Assignand Archive the tasks. Use the ‘Assigned to you’ link to view the tasks assigned to you. See the Assigned taskstopic to know more about assigned tasks activities. Highlight the task and double click it to edit from Task Manager home page See the Modify a task topic to know how to modify and update the task details. See the Paging options topic to know how to use the paging options displayed at the bottom of the Task Manager page. Clicking on any of the column heading allows sorting of the records either ascending or descending order. Regarding ColumnS The Regarding column displays the names of the associates like Contacts, Companies, Candidates, Job Order, Active Clients, My Placements, Overseas Recruiting, Applicant Tracking and Employee Management. You can know what information each associate will display in the regarding column from the below tabular form: Note: If the task status is ‘Overdue’, then it displays the record in red color. Create a Task To create a new task, go to Task Manager home page, and click on the ‘New’ link. Result: 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 category from the Categories drop list. To create a new category type rather than a category from the drop down list box, click on the ‘Manage Categories’ link. 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 calendar icon to specify the start date and end 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. Selecting this is optional. 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 the 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 Collaboration->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. At the same time, the task will be displayed in the eDesk->Tasks section. Click on the ‘Close’ link to cancel and return to the previous page. Akken Staffing provides the flexibility to create a new task or edit the existing task from eDesk or from collaboration. Tip to set the Task Recurrence To set the task recurrence, perform the following steps: Go to Collaboration->Task Manager->New Task – In the Add Task screen, click on theRecurrence link available in the Recurrence field. The system refreshes and displays the Task Recurrence screen as shown below: In the Recurrence Pattern section, indicate the frequency of the task as: Daily, Weekly, Monthly, or Yearly. You can also have an option to select on which day, the task needs to recur. Enter the day and month, as well as any other options in the Recurrence Pattern section that are specific to your selection. Selecting the task regenerate option creates a new task based on the completion status of the current task. In the Range of Recurrence section, enter appropriate time limits according to these guidelines: Start: Choose the date on which the recurring tasks will begin. No End Date: Choose this option if the recurring tasks are not on a limited schedule. End After: Choose this option and enter the number of tasks, if there is a specific limit to the recurring tasks. End By: Choose this option and enter an ending date to limit the number of recurring tasks. Click OK to apply the task recurrence settings. Based on the recurrence setting, the task will be displayed in the Task Manager home page and eDesk->Tasks section. Once you apply the selected task recurrence settings, the system displays the selected recurrence information in the Add Task screen. Click Cancel to cancel the task recurrence screen. Notes: While creating a new task, the Start Date and Due Date fields will display the current date. The date in the Due Date field will be changed automatically based on the date selected by the user in the Start Date field. While creating a new task, if the user enters a date in the Due Date field that is greater than the current date, and later changes the date in the Start Date field, then the date in the Due Date field will change to the difference in dates the user had entered earlier. For example: If the user enters 04/01/2009 in the Start Date field and 04/03/2009 in the Due Date field, and later goes to the Start Date field and changes the start date to 04/03/2009 then the Due Date field will display 04/05/2009 automatically. When the user opens a task from the Task Manager screen and enters 100% in the “% Completed” field, then the status of the task in the Status field will be displayed as “Completed”. Similarly, if the user enters a percentage that is between 1% and 99% in the “% Completed” field, then the status of the task in the Status field will be displayed as “In Progress”. If the status of the task in Status field is “Not Started”, then the “% Completed” field will display 0%. If the user has selected the “Regenerate new task “@@” day(s) after each task is completed” option while setting the recurrence pattern, then the system will add a new record in the Task Manager screen based on the next start date for the task and the completed status of the current task status. The user will not be allowed to select an “End By” date in the recurrence screen. Note: The above functionality will be similar for Weekly, Monthly and Yearly recurrence patterns. In Collaboration->Task Manager – if the user creates a new task with a recurrence pattern set, then first occurrence of the recurrence pattern will become the start date of the task. When the user saves a task record with the recurrence pattern start date different from the start date of the task, then the system will create and display two records in the Task Manager home page. The first record displayed will be without recurrence pattern and the second record displayed will be associated with the recurrence pattern set (the start date of the task will be the second occurrence of the recurrence option). When the user updates the status of the task as completed, the system marks the current updated record as Completed and a new task record with the start date as per the recurrence pattern selected will be displayed in the Task Manager home page. When the user updates the status of the task as completed that has recurrence pattern set to regenerate, then the start date of the next occurrence of the task will be calculated based on the following: Date the user is marking the task as completed Regenerate pattern selected Based on the above conditions a new task will be shown on the Task Manager home page. If the user has selected the “Regenerate new task “@@” day(s) after each task is completed” option while setting the recurrence pattern, and then opens the task from Task Manger screen and changes the task status in the Status field as Completed, then the Recurrences and Reminders for the selected task will be removed and the system will display the following message: “You have selected Status for the task as Completed, Reminder and Recurrence for this task are not applicable.”, as shown below: Note: The above functionality will be similar for Weekly, Monthly and Yearly recurrence patterns. When a task is added and selected a recurrence pattern for the task, then even if the next occurrence date of the task reaches, that task will not be displayed or reminded until the status of the previous occurrence of the task is marked as completed. Assign Tasks In addition to create your own tasks, the Task Manager facilitates you to create the tasks and assign them to others. You can assign the tasks by selecting the required employees. The person who received the task can update the task and send status, as it is progressing towards completion. To assign tasks to other users, perform the following steps: Select the task you wish to assign and click on the ‘Assign’ link to assign task to others. The system refreshes and displays the Assign Task Manager screen as shown below: In the above screen, select the department of employee to whom you want to assign the task from the Departments drop down list. The Available Employees List list box displays the employees’ names that belongs to the selected department. Select the employees to whom you want to assign the task and click onAdd link. The system adds the selected employees to the Receiving Employees List. You can assign the single task to more than one person. Once you have added the employees list to the Receiving Employees List, click on Assignlink. The system refreshes by assigning the task to the selected employees. Click on Close link to close the Assign Task Manager screen. Employees who have Assignment Type as Administrative Staff will have the facility to assign the task to other users in Collaboration->Task Manager Section. Links like Assign and Assigned by You will be displayed in the Task Manager home page only if the employee has the Assignment Type as Administrative Staff or employee is set as "Internal Direct" employee type. Update Status of the Task The employee who receives the task assigned by others can update the task as it is progressing. The assignee can change the task details assigned to him. For instance, the assignee can rename a task, change status, change the description or if the task assigned is completed, then the status can also be changed as ‘Completed’ and may update the same. To view the list of tasks assigned to you, click on the ‘Assigned to you’ link on Task Manager home page. Result: The Task Manager home page refreshes by displaying tasks list assigned to you by others. Select the task and double click it to update the status. Result: The Task Manager screen refreshes by displaying the form to update the selected task. Update the task details. Click on the ‘Update’ link to save the task assigned details. Result: The Task Manager screen refreshes by saving. Click on the ‘Cancel’ link to cancel and return to the previous page. Akken Staffing keeps automatically updating the task record copy of the person who originally assigned the task, as and when the assignee updates the task. Track the Assigned Tasks The person who assigned the tasks can track the latest task status as updated by the assigner. The person who assigned the task can only view and cannot update the assigned task details. To track the list of tasks assigned by you to others, click on the ‘Assigned by You’ link on task manager screen. The Task Manager screen refreshes by displaying all the tasks assigned by you to others. Select the task and double click it to view the task status. The Task Manager screen refreshes by displaying task details. Click on the ‘Close’ link to close the Assigned By You screen. Sign and Update a Task as Complete The task can be marked as completed in the ‘Status’ field of Task Manager Update form. The status must to be selected as Completed and then enter the completed task details in the ‘Details’ section of the Task manager update form. The task status, which is assigned to you or assigned by you, is automatically updated as completed in other party records once the corresponding task is marked as completed. Once you mark the task status as completed, the task is removed from the existing assigned tasks list and made available in ‘Completed tasks list’. Note: Selecting task status as Completed will automatically fill ‘% Completed’ text box as 100 % in Task Manager update form. The tasks, which are marked as completed, will not be reminded on eDesk. View Completed Tasks The Task Manager Screen displays all the tasks – the one that you still need to complete and completed tasks together. However you might want to view the list of completed tasks details assigned to you or assigned by you over a period of time. To view the list of completed tasks assigned to you: Click on the ‘Assigned to you’ link on Task Manager Screen. Result: The Task Manager screen refreshes by displaying the lists of tasks assigned to you by others. Click on the ‘Completed Tasks’ link to view list of tasks completed by you that are assigned by others. Select the completed task and double click it to view the details. Result: The Task Manager screen refreshes by displaying the details of completed task. Clicking on the ‘Cancel’ link on any of the above-described screen’s cancels and returns to previous page. To view list of completed tasks assigned by you: Click on the ‘Assigned by you’ link on Task Manager Screen. Result: The Task Manager screen refreshes by displaying the lists of tasks assigned by you to others. Click on the ‘Completed Tasks’ link to view list of tasks completed by others that are assigned by you. Select the completed task and double click it to view the details. Result: The Task Manager screen refreshes by displaying the details of completed task. Clicking on the ‘Cancel’ link on any of the above-described screen’s cancels and returns to previous page. Modify a Task To modify a task: 1. The Task Manager screen displays the existing tasks list. Select the task and double click it to edit the task details. The Edit Task screen pops up by displaying the form to edit the task. 2. Modify the task details. 3. Click on the ‘Update’ link to save the task details. The Edit Task screen updates and saves the changes. The Task Manager Home page is displayed with the updated task. 4. To close the window, click on the ‘Cancel’ link. Archive Tasks You can remove tasks temporarily or permanently from your active tasks list. The tasks removed from Task Manager Screen are not available even in eDesk and vice versa. Refer to the Archive and View Archive topics available in CRM online help to know how to remove a record temporarily or permanently from the application.

Task Manager Home Choose the Collaboration >> Task Manager link from menu bar to display the Task Manager home page. The system displays the Task Manager home page. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The details of the Tasks are displayed under the following columns: Category, Subject, Regarding, Start Date, Due Date, Priority and Status.</li> <li>Use the search bar to display the records matched with the text string specified in the search bar columns.</li> <li>The Priority column is a drop-down list with the following options: All, Low, Normal andHigh. Using Priority column, you can know the status of the task as High, Low orNormal.</li> <li>Choose the required item from the drop down list of Status column in the search bar to display the tasks within the selected item. By default, the tasks within all the items are displayed.</li> <li>You can select any of the links from the Task Manager home page to <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Create_a_new_task.htm" style="color: rgb(0, 173, 237);">Add</a>, Import, <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Assign_Tasks.htm" style="color: rgb(0, 173, 237);">Assign</a>and <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Archive_Tasks.htm" style="color: rgb(0, 173, 237);">Archive</a> the tasks.</li> <li>Use the ‘Assigned to you’ link to view the tasks assigned to you. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Update_status_of_the_task_assigned.htm" style="color: rgb(0, 173, 237);">Assigned tasks</a>topic to know more about assigned tasks activities.</li> <li>Highlight the task and double click it to edit from Task Manager home page See the<a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Modify_a_task.htm" style="color: rgb(0, 173, 237);"> Modify a task</a> topic to know how to modify and update the task details.</li> <li>See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Paging_Options.htm" style="color: rgb(0, 173, 237);">Paging options</a> topic to know how to use the paging options displayed at the bottom of the Task Manager page.</li> <li>Clicking on any of the column heading allows sorting of the records either ascending or descending order.</li> </ol> <h6 style="font-family: 'Times New Roman';"> </h6> <h6 style="font-family: 'Times New Roman';">Regarding ColumnS</h6> The Regarding column displays the names of the associates like Contacts, Companies, Candidates, Job Order, Active Clients, My Placements, Overseas Recruiting, Applicant Tracking and Employee Management. You can know what information each associate will display in the regarding column from the below tabular form: <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Regarding_Column.gif" alt="" width="537px" height="268px" style="cursor: default;"> Note: If the task status is ‘Overdue’, then it displays the record in red color. Create a Task To create a new task, go to Task Manager home page, and click on the ‘New’ link. Result: 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: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Select the task category from the Categories drop list. To create a new category type rather than a category from the drop down list box, click on the ‘Manage Categories’ link.</li> <li>Specify the subject for the task in the Subject text box.</li> <li>Specify the Start Date and Due Date of the task from the fields provided.</li> <li>Alternatively, you can click on calendar <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image017.jpg" alt="" width="18px" height="16px"> icon to specify the start date and end date of the task.</li> <li>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. </li> <li>The fields marked in * (red star) are mandatory.</li> <li>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’</li> <li>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.,</li> <li>Enter the task description in the Description textarea.</li> <li>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. Selecting this is optional. 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.</li> <li>Alternatively, you can click on the calendar <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image017.jpg" alt="" width="18px" height="16px"> icon to specify the date till which the task can be reminded on eDesk.</li> <li>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 Collaboration->Task Manager home page.</li> <li>Once you apply the selected task recurrence settings, the system displays the selected recurrence information in the Add Task screen.</li> </ol> Task Details To add completed task information: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Specify the date of task completion by selecting the Month, Day and Year in their respective fields drop down list.</li> <li>Alternatively, you can click on the calendar <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image017.jpg" alt="" width="18px" height="16px"> icon to specify the task completion date.</li> <li>Enter the total work hours in Total Work text box.</li> <li>Enter the actual work hours in Actual Work text box.</li> <li>Enter the companies involved in the Companies text box.</li> <li>Enter the mileage in the Mileage text box.</li> <li>Enter the billing information in the Billing Information text box.</li> <li>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.</li> <li>User can upload many files.</li> <li>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. At the same time, the task will be displayed in the eDesk->Tasks section.</li> <li>Click on the ‘Close’ link to cancel and return to the previous page.</li> </ol> <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image007.gif" alt="" width="42px" height="42px" style="cursor: default;"></td> <td width="15px"></td> <td width="720px"> Akken Staffing provides the flexibility to create a new task or edit the existing task from eDesk or from collaboration. </td> </tr></tbody></table> Tip to set the Task Recurrence To set the task recurrence, perform the following steps: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Go to Collaboration->Task Manager->New Task – In the Add Task screen, click on theRecurrence link available in the Recurrence field. The system refreshes and displays the Task Recurrence screen as shown below:</li></ol> <table cellspacing="0" width="216" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><tbody><tr><td width="100%"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Task_Recurrence_Screen.jpg" alt="" width="424px" height="247px" style="cursor: default;"></td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>In the Recurrence Pattern section, indicate the frequency of the task as: Daily, Weekly, Monthly, or Yearly. You can also have an option to select on which day, the task needs to recur.</li> <li>Enter the day and month, as well as any other options in the Recurrence Pattern section that are specific to your selection. Selecting the task regenerate option creates a new task based on the completion status of the current task.</li> <li>In the Range of Recurrence section, enter appropriate time limits according to these guidelines:</li> </ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"> <li> Start: Choose the date on which the recurring tasks will begin. </li> <li> No End Date: Choose this option if the recurring tasks are not on a limited schedule. </li> <li> End After: Choose this option and enter the number of tasks, if there is a specific limit to the recurring tasks. </li> <li> End By: Choose this option and enter an ending date to limit the number of recurring tasks. </li> </ul> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click OK to apply the task recurrence settings. Based on the recurrence setting, the task will be displayed in the Task Manager home page and eDesk->Tasks section. Once you apply the selected task recurrence settings, the system displays the selected recurrence information in the Add Task screen.</li> <li>Click Cancel to cancel the task recurrence screen.</li> </ol> Notes: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>While creating a new task, the Start Date and Due Date fields will display the current date. The date in the Due Date field will be changed automatically based on the date selected by the user in the Start Date field.</li> <li>While creating a new task, if the user enters a date in the Due Date field that is greater than the current date, and later changes the date in the Start Date field, then the date in the Due Date field will change to the difference in dates the user had entered earlier.</li> <li>For example: If the user enters 04/01/2009 in the Start Date field and 04/03/2009 in the Due Date field, and later goes to the Start Date field and changes the start date to 04/03/2009 then the Due Date field will display 04/05/2009 automatically.</li> <li>When the user opens a task from the Task Manager screen and enters 100% in the “% Completed” field, then the status of the task in the Status field will be displayed as “Completed”. Similarly, if the user enters a percentage that is between 1% and 99% in the “% Completed” field, then the status of the task in the Status field will be displayed as “In Progress”.</li> <li>If the status of the task in Status field is “Not Started”, then the “% Completed” field will display 0%.</li> <li>If the user has selected the “Regenerate new task “@@” day(s) after each task is completed” option while setting the recurrence pattern, then the system will add a new record in the Task Manager screen based on the next start date for the task and the completed status of the current task status. The user will not be allowed to select an “End By” date in the recurrence screen.</li> </ol> Note: The above functionality will be similar for Weekly, Monthly and Yearly recurrence patterns. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>In Collaboration->Task Manager – if the user creates a new task with a recurrence pattern set, then first occurrence of the recurrence pattern will become the start date of the task.</li> <li>When the user saves a task record with the recurrence pattern start date different from the start date of the task, then the system will create and display two records in the Task Manager home page. The first record displayed will be without recurrence pattern and the second record displayed will be associated with the recurrence pattern set (the start date of the task will be the second occurrence of the recurrence option).</li> <li>When the user updates the status of the task as completed, the system marks the current updated record as Completed and a new task record with the start date as per the recurrence pattern selected will be displayed in the Task Manager home page.</li> <li>When the user updates the status of the task as completed that has recurrence pattern set to regenerate, then the start date of the next occurrence of the task will be calculated based on the following:</li> </ol> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><li> <ul type="disc" style="font-family: Helvetica, Arial, sans-serif;"> <li>Date the user is marking the task as completed</li> <li>Regenerate pattern selected</li> <li>Based on the above conditions a new task will be shown on the Task Manager home page.</li> </ul> </li></ul> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>If the user has selected the “Regenerate new task “@@” day(s) after each task is completed” option while setting the recurrence pattern, and then opens the task from Task Manger screen and changes the task status in the Status field as Completed, then the Recurrences and Reminders for the selected task will be removed and the system will display the following message: “You have selected Status for the task as Completed, Reminder and Recurrence for this task are not applicable.”, as shown below:</li></ol> <table cellspacing="0" width="330" 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/Collaboration_UM/Task_Alert.gif" alt="" width="575px" height="113px" style="cursor: default;"></td></tr></tbody></table> Note: The above functionality will be similar for Weekly, Monthly and Yearly recurrence patterns. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>When a task is added and selected a recurrence pattern for the task, then even if the next occurrence date of the task reaches, that task will not be displayed or reminded until the status of the previous occurrence of the task is marked as completed.</li></ol> <div>Assign Tasks</div> <div> In addition to create your own tasks, the Task Manager facilitates you to create the tasks and assign them to others. You can assign the tasks by selecting the required employees. The person who received the task can update the task and send status, as it is progressing towards completion. To assign tasks to other users, perform the following steps: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Select the task you wish to assign and click on the ‘Assign’ link to assign task to others. The system refreshes and displays the Assign Task Manager screen as shown below:</li></ol> <div> </div> <div><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012707614/original/Collaboration_-_Task_Manager.PNG?1429281521" class="inline-image" data-id="4012707614" style="cursor: default;"></div> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>In the above screen, select the department of employee to whom you want to assign the task from the Departments drop down list.</li> <li>The Available Employees List list box displays the employees’ names that belongs to the selected department. Select the employees to whom you want to assign the task and click onAdd link. The system adds the selected employees to the Receiving Employees List. You can assign the single task to more than one person.</li> <li>Once you have added the employees list to the Receiving Employees List, click on Assignlink. The system refreshes by assigning the task to the selected employees.</li> <li>Click on Close link to close the Assign Task Manager screen.</li> </ol> <table cellspacing="0" width="879" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr> <td width="69px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image007.gif" alt="" width="42px" height="42px" style="cursor: default;"></td> <td width="15px"></td> <td width="735px"><ul type="disc" style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);" class="current"> <li>Employees who have Assignment Type as Administrative Staff will have the facility to assign the task to other users in Collaboration->Task Manager Section.</li> <li> Links like Assign and Assigned by You will be displayed in the Task Manager home page only if the employee has the Assignment Type as Administrative Staff or employee is set as "Internal Direct" employee type. </li> </ul></td> </tr></tbody></table> </div> <div> </div> Update Status of the Task The employee who receives the task assigned by others can update the task as it is progressing. The assignee can change the task details assigned to him. For instance, the assignee can rename a task, change status, change the description or if the task assigned is completed, then the status can also be changed as ‘Completed’ and may update the same. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>To view the list of tasks assigned to you, click on the ‘Assigned to you’ link on Task Manager home page. Result: The Task Manager home page refreshes by displaying tasks list assigned to you by others.</li> <li>Select the task and double click it to update the status. Result: The Task Manager screen refreshes by displaying the form to update the selected task.</li> <li>Update the task details.</li> <li>Click on the ‘Update’ link to save the task assigned details. Result: The Task Manager screen refreshes by saving.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> <li> Akken Staffing keeps automatically updating the task record copy of the person who originally assigned the task, as and when the assignee updates the task. </li> </ol> <div>Track the Assigned Tasks</div> <div> The person who assigned the tasks can track the latest task status as updated by the assigner. The person who assigned the task can only view and cannot update the assigned task details. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>To track the list of tasks assigned by you to others, click on the ‘Assigned by You’ link on task manager screen. The Task Manager screen refreshes by displaying all the tasks assigned by you to others.</li> <li>Select the task and double click it to view the task status. The Task Manager screen refreshes by displaying task details.</li> </ol> <div> </div> <div><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012708571/original/Task_Manager_-_Assigned_By_You.PNG?1429283217" class="inline-image" data-id="4012708571" style="cursor: default;"></div> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Click on the ‘Close’ link to close the Assigned By You screen.</li></ol> <div> </div> <div>Sign and Update a Task as Complete</div> </div> <div> The task can be marked as completed in the ‘Status’ field of Task Manager Update form. The status must to be selected as Completed and then enter the completed task details in the ‘Details’ section of the Task manager update form. The task status, which is assigned to you or assigned by you, is automatically updated as completed in other party records once the corresponding task is marked as completed. Once you mark the task status as completed, the task is removed from the existing assigned tasks list and made available in ‘Completed tasks list’. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image007.gif" alt="" width="42px" height="42px" style="cursor: default;"></td> <td width="15px"></td> <td width="720px">Note: Selecting task status as Completed will automatically fill ‘% Completed’ text box as 100 % in Task Manager update form. The tasks, which are marked as completed, will not be reminded on eDesk.</td> </tr></tbody></table> </div> View Completed Tasks The Task Manager Screen displays all the tasks – the one that you still need to complete and completed tasks together. However you might want to view the list of completed tasks details assigned to you or assigned by you over a period of time. To view the list of completed tasks assigned to you: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the ‘Assigned to you’ link on Task Manager Screen. Result: The Task Manager screen refreshes by displaying the lists of tasks assigned to you by others.</li> <li>Click on the ‘Completed Tasks’ link to view list of tasks completed by you that are assigned by others.</li> <li>Select the completed task and double click it to view the details. Result: The Task Manager screen refreshes by displaying the details of completed task.</li> <li>Clicking on the ‘Cancel’ link on any of the above-described screen’s cancels and returns to previous page.</li> <li>To view list of completed tasks assigned by you:</li> <li>Click on the ‘Assigned by you’ link on Task Manager Screen. Result: The Task Manager screen refreshes by displaying the lists of tasks assigned by you to others.</li> <li>Click on the ‘Completed Tasks’ link to view list of tasks completed by others that are assigned by you.</li> <li>Select the completed task and double click it to view the details. Result: The Task Manager screen refreshes by displaying the details of completed task.</li> <li>Clicking on the ‘Cancel’ link on any of the above-described screen’s cancels and returns to previous page.</li> </ol> <div>Modify a Task</div> <div> To modify a task: 1. The Task Manager screen displays the existing tasks list. Select the task and double click it to edit the task details. The Edit Task screen pops up by displaying the form to edit the task. 2. Modify the task details. 3. Click on the ‘Update’ link to save the task details. The Edit Task screen updates and saves the changes. The Task Manager Home page is displayed with the updated task. 4. To close the window, click on the ‘Cancel’ link. Archive Tasks You can remove tasks temporarily or permanently from your active tasks list. The tasks removed from Task Manager Screen are not available even in eDesk and vice versa. <table cellspacing="0" width="626" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image195.jpg" alt="" width="39px" height="38px"></td> <td width="15px"></td> <td width="720px">Refer to the Archive and View Archive topics available in CRM online help to know how to remove a record temporarily or permanently from the application.</td> </tr></tbody></table> </div> <div> </div>

4000001770

438 4000010451

2015-07-08T15:59:09-04:00

Collaboration - Task Manager

2015-07-08T15:59:09-04:00

12054499

2014-04-11T13:20:46-04:00

Document Manager - Home Choose the Collaboration > Document Manager from the menu bar to display Document Manager home page. The Document Manager home page is divided into two panes – Left pane and Right pane. The Left pane shows the folder structure of the folders. Click on ‘+’ sign to expand and view folders within folders. Click on ‘-‘sign to collapse the folders. The Right pane displays the details of the folders under the following columns: Title, Size, Posted by and Date Modified. You can view the name of the folder in the ‘Title’ column, size of the folder in the ‘Size’column, who posted the folder in ‘Posted by’ column and the date of modification done in the folder in the ‘Date Modified’ column. The system will now display a tooltip for the entire file/folder name along with the file/folder size. The files/folders displayed in the Document Manager home page will be sorted by date. Click on the ‘ExpandAll’ link to expand all the existing folders to view the contents in the folder. All the existing folders are expanded. Click on the ‘CollapseAll’ link to collapse all the folders. The folders are collapsed. Click on each folder to view the documents contained in them. You can click on folder either from left pane or right pane. Click on the desired document to edit, rename, checkout, move to folder and delete the document. Use any of the links from Document Manager Screen to Import, Add Document, Add Folder and Manage Folder owned by you or others. Document Manager View The Document Manager screen displays the entire folders list. The left pane shows default Web folder as the main folder under which you can add new folders. Click on any folder to expand or collapse, and to view the list of documents and files within it, in the right pane. Clicking on the ‘Title’ link of the file assists you to rename,checkout,move to folder and delete the respective file or document. Import Documents The import document is an ideal feature offered in Document Manager where the user can import the zip files to automatically add documents and folders. This excellent feature simplifies the process of adding folders and then adding documents in the required folders. To add folders and documents automatically in Document Manager, at a minimum you need to zip the required folders which include all your files, in to a single zip file to import. You can as well zip all the required files into single zip file to add documents. To import a zip file, Click on the ‘Import’ link from document manager screen. The Import pop up window is displayed. Upload Documents Screen Click on the ‘Browse’ button and select the zip file from your system. Select the folder, where you want to upload the documents from the ‘Select Folder’ box, situated on the left side. You can scroll up and down the box to select the desired folder. Click on the ‘Import’ link to add the documents/folders. The Document Manager extracts and adds the folders and files from the zip file. The Document Manager organizes the documents/files in the selected folder, in the same hierarchy as they are in the zip file. In this way, the folders and documents are automatically added. To close the window, click on the ‘Close’ link. Add a Document Click on the ‘Add Document’ link on Document Manager Screen to add a document or file to a folder. The Document Manager screen refreshes by displaying the form to add or upload a document in Akken Staffingapplication. Add a Document Screen To add a document: Click on the ‘Browse’ button and locate the file on your computer. The File field displays the navigation path of the selected file. The Folder list box displays the list of all the folders. The ‘Web Folder’ is available by default. Select the folder under which you want to include the file. The folder path which is marked in blue color, indicates that the folder has been created by others, with Read/Write or Manage Permission given to you. The folders which contains ** and the folder path is marked in red color, indicates that the folder has been created by others, with Read Permission given to you. You cannot select the folders created by others unless you have the specific access permissions. Enter the description about the file in the Description textarea. Click on the ‘Save’ link to upload the file in the selected folder. The Document Manager screen refreshes by saving. Click on the ‘Close’ link to close the pop up window. Add a Folder Files in document manager are maintained under folders. Akken Staffing provides the default Web folder for all the users of the application which facilitates to share the documents with the others in the organization. Others can access and modify the files in the web folder. You can add new folders and set the permission levels to access these folders by others. These can be private folders, which you may or may not share with others. You are referred as owner of the folder, if you create the folder, and same can be accessed by other. Click on the ‘Add Folder’ link on Document Manager Screen. The Document Manager screen refreshes by displaying the form to add a new folder. Add a Folder Screen To add a folder, Enter a name for your folder in the Folder Name text box. The Create In Folder list box displays all the existing folders list created by all users of the application. Select the folder under which you wish to create new folder. The folder path which is marked in blue color, indicates that the folder has been created by others, with Read/Write or Manage Permission given to you. The folders which contains ** and the folder path is marked in red color, indicates that the folder has been created by others, with Read Permission given to you. You cannot select the folders created by others unless you have the specific access permissions. Once the folder is created, you can start adding the files to your new folder. Click on the ‘Save’ link to create a new folder. The Document Manager screen refreshes by saving. Click on the ‘Close’ link to close the pop up window. Activities With a Document Click on the ‘Title’ link of the document on the Document Manager Screen. The Document Manager Screen refreshes by displaying the screen, which facilitates to perform some activities with the document. This screen displays the details of the document such as Located In, File name and size, Posted date, modified date and description. The screen also has 5 links on the header strip: Rename, Check Out, Move to Folder, Delete and Cancel. Download a Document Click on the ‘File’ link on Document activities screen, to download the document and view its contents. The File Download box opens up. File Download box Click on the ‘Open’ button to view the contents of the file. Click on the ‘Save’ button to save the file on your computer. Click on the ‘Cancel’ button to cancel downloading and close the file download box. Rename a Document Click on the ‘Rename’ link on the document activities screen, to rename the uploaded document. The screen refreshes by displaying rename document screen. The current name of the file is displayed in the Current File Name field. The document path is displayed in the Located In field. Enter the new name of the file in the New File Name text box. Enter description of the file in the Description textarea. Click on the ‘Update’ link to save the details. The Document Manager screen refreshes by saving. Click on the ‘Cancel’ link to cancel and return to previous page. Move a Document You can move a document from one folder to another. Click on the ‘Move to Folder’ link on the document screen. The Document Manager screen refreshes by displaying the form that facilitates to move the document. The form displays the filename and location path of the file details. Select the folder under which you want to move the document, in Move To list box. If you wish to move the document to a new folder, click on the ‘Add New Folder’ link. The Add folder window pops up. See the Add a Folder topic for details. Click on the ‘Move’ link to move the document to the selected folder. The Document Manager screen refreshes by displaying the document in the selected folder. Click on the ‘Cancel’ link to cancel and return to the previous page. Delete a Document Click on the ‘Delete’ link on the document screen, to delete the selected file. Confirm the deletion of the document in the prompt. The Document Manager screen refreshes by deleting the document. Click on the ‘Cancel’ link on the document screen to cancel and return to the previous page.

Document Manager - Home Choose the Collaboration > Document Manager from the menu bar to display Document Manager home page. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012709019/original/Collaboration_-_Document_Manager.PNG?1429283936" class="inline-image" data-id="4012709019" style="cursor: default;"> <ol type="1" style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The Document Manager home page is divided into two panes – Left pane and Right pane.</li> <li style="color: rgb(0, 0, 0);">The Left pane shows the folder structure of the folders. Click on ‘+’ sign to expand and view folders within folders. Click on ‘-‘sign to collapse the folders.</li> <li style="color: rgb(0, 0, 0);">The Right pane displays the details of the folders under the following columns: Title, Size, Posted by and Date Modified. </li> <li style="color: rgb(0, 0, 0);">You can view the name of the folder in the ‘Title’ column, size of the folder in the ‘Size’column, who posted the folder in ‘Posted by’ column and the date of modification done in the folder in the ‘Date Modified’ column.</li> <li style="color: rgb(0, 0, 0);">The system will now display a tooltip for the entire file/folder name along with the file/folder size.</li> <li style="color: rgb(0, 0, 0);">The files/folders displayed in the Document Manager home page will be sorted by date.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘ExpandAll’ link to expand all the existing folders to view the contents in the folder. All the existing folders are expanded.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘CollapseAll’ link to collapse all the folders. The folders are collapsed.</li> <li style="color: rgb(0, 0, 0);">Click on each folder to view the documents contained in them. You can click on folder either from left pane or right pane.</li> <li style="color: rgb(0, 0, 0);">Click on the desired document to edit, rename, checkout, move to folder and delete the document.</li> <li>Use any of the links from Document Manager Screen to<a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Import_documents.htm"> Import</a>, <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_a_document.htm" style="color: rgb(0, 0, 0);">Add Document</a>, <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_a_Folder.htm" style="color: rgb(0, 0, 0);">Add Folder</a> and <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Manage_Folders_Display.htm" style="color: rgb(0, 0, 0);">Manage </a><a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Manage_Folders_Display.htm" style="color: rgb(0, 0, 0);">Folder</a> owned by you or others.</li> </ol> <div>Document Manager View</div> <div> The Document Manager screen displays the entire folders list. The left pane shows default Web folder as the main folder under which you can add new folders. Click on any folder to expand or collapse, and to view the list of documents and files within it, in the right pane. Clicking on the ‘Title’ link of the file assists you to rename,checkout,move to folder and delete the respective file or document. </div> Import Documents The import document is an ideal feature offered in Document Manager where the user can import the zip files to automatically add documents and folders. This excellent feature simplifies the process of adding folders and then adding documents in the required folders. To add folders and documents automatically in Document Manager, at a minimum you need to zip the required folders which include all your files, in to a single zip file to import. You can as well zip all the required files into single zip file to add documents. To import a zip file, <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Click on the ‘Import’ link from document manager screen. The Import pop up window is displayed.</li></ol> <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody><tr><td width="465.2pt"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/import_documents_screen.jpg" alt="" width="626" height="268" style="cursor: default;"> Upload Documents Screen </td></tr></tbody></table> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the ‘Browse’ button and select the zip file from your system.</li> <li>Select the folder, where you want to upload the documents from the ‘Select Folder’ box, situated on the left side. You can scroll up and down the box to select the desired folder.</li> <li>Click on the ‘Import’ link to add the documents/folders. The Document Manager extracts and adds the folders and files from the zip file. The Document Manager organizes the documents/files in the selected folder, in the same hierarchy as they are in the zip file. In this way, the folders and documents are automatically added.</li> <li>To close the window, click on the ‘Close’ link.</li> </ol> <div>Add a Document</div> <div> Click on the ‘Add Document’ link on Document Manager Screen to add a document or file to a folder. The Document Manager screen refreshes by displaying the form to add or upload a document in Akken Staffingapplication. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="366.3pt"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/add_a_document_screen.jpg" alt="" width="626" height="351" style="cursor: default;"> Add a Document Screen </td></tr></tbody></table> To add a document: <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the ‘Browse’ button and locate the file on your computer. The File field displays the navigation path of the selected file.</li> <li>The Folder list box displays the list of all the folders. The ‘Web Folder’ is available by default. Select the folder under which you want to include the file.</li> <li>The folder path which is marked in blue color, indicates that the folder has been created by others, with Read/Write or Manage Permission given to you.</li> <li>The folders which contains ** and the folder path is marked in red color, indicates that the folder has been created by others, with Read Permission given to you. You cannot select the folders created by others unless you have the specific access permissions.</li> <li>Enter the description about the file in the Description textarea.</li> <li>Click on the ‘Save’ link to upload the file in the selected folder. The Document Manager screen refreshes by saving.</li> <li>Click on the ‘Close’ link to close the pop up window.</li> </ol> <div>Add a Folder</div> </div> <div> Files in document manager are maintained under folders. Akken Staffing provides the default Web folder for all the users of the application which facilitates to share the documents with the others in the organization. Others can access and modify the files in the web folder. <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>You can add new folders and set the permission levels to access these folders by others. These can be private folders, which you may or may not share with others.</li> <li>You are referred as owner of the folder, if you create the folder, and same can be accessed by other.</li> <li>Click on the ‘Add Folder’ link on Document Manager Screen. The Document Manager screen refreshes by displaying the form to add a new folder.</li> </ol> <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="447.1pt"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/add_a_folder_screen.jpg" alt="" width="626" height="372" style="cursor: default;"> Add a Folder Screen </td></tr></tbody></table> To add a folder, <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Enter a name for your folder in the Folder Name text box.</li> <li>The Create In Folder list box displays all the existing folders list created by all users of the application. Select the folder under which you wish to create new folder.</li> <li>The folder path which is marked in blue color, indicates that the folder has been created by others, with Read/Write or Manage Permission given to you.</li> <li>The folders which contains ** and the folder path is marked in red color, indicates that the folder has been created by others, with Read Permission given to you. You cannot select the folders created by others unless you have the specific access permissions.</li> <li>Once the folder is created, you can start adding the files to your new folder.</li> <li>Click on the ‘Save’ link to create a new folder. The Document Manager screen refreshes by saving.</li> <li>Click on the ‘Close’ link to close the pop up window.</li> </ol> <div>Activities With a Document</div> </div> <div> Click on the ‘Title’ link of the document on the Document Manager Screen. The Document Manager Screen refreshes by displaying the screen, which facilitates to perform some activities with the document. <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012709213/original/Collaboration_-_Document_Manager_-_Activities.PNG?1429284284" class="inline-image" data-id="4012709213" style="cursor: default;"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>This screen displays the details of the document such as Located In, File name and size, Posted date, modified date and description.</li> <li>The screen also has 5 links on the header strip: Rename, Check Out, Move to Folder, Delete and Cancel.</li> </ol> <div>Download a Document</div> </div> <div> Click on the ‘File’ link on Document activities screen, to download the document and view its contents. The File Download box opens up. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="258.3pt"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image297.jpg" alt="" width="350px" height="236px" style="cursor: default;"> File Download box </td></tr></tbody></table> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the ‘Open’ button to view the contents of the file.</li> <li>Click on the ‘Save’ button to save the file on your computer.</li> <li>Click on the ‘Cancel’ button to cancel downloading and close the file download box.</li> </ol> <div>Rename a Document</div> </div> <div> Click on the ‘Rename’ link on the document activities screen, to rename the uploaded document. The screen refreshes by displaying rename document screen. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012709261/original/Collaboration_-_Document_Manager_-_Rename.PNG?1429284369" class="inline-image" data-id="4012709261" style="cursor: default;"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The current name of the file is displayed in the Current File Name field.</li> <li>The document path is displayed in the Located In field.</li> <li>Enter the new name of the file in the New File Name text box.</li> <li>Enter description of the file in the Description textarea.</li> <li>Click on the ‘Update’ link to save the details. The Document Manager screen refreshes by saving.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol> <div>Move a Document</div> </div> <div> You can move a document from one folder to another. Click on the ‘Move to Folder’ link on the document screen. The Document Manager screen refreshes by displaying the form that facilitates to move the document. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012709316/original/Collaboration_-_Document_Manager_-_Move_To_Folder.PNG?1429284477" class="inline-image" data-id="4012709316" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The form displays the filename and location path of the file details.</li> <li style="color: rgb(0, 0, 0);">Select the folder under which you want to move the document, in Move To list box.</li> <li>If you wish to move the document to a new folder, click on the ‘Add New Folder’ link. The Add folder window pops up. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_a_Folder.htm">Add a Folder</a> topic for details.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Move’ link to move the document to the selected folder. The Document Manager screen refreshes by displaying the document in the selected folder.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <div>Delete a Document</div> </div> <div> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Click on the ‘Delete’ link on the document screen, to delete the selected file.</li> <li>Confirm the deletion of the document in the prompt. The Document Manager screen refreshes by deleting the document.</li> <li>Click on the ‘Cancel’ link on the document screen to cancel and return to the previous page.</li> </ol> <div> </div> </div>

4000001770

369 4000010459

2015-04-17T11:28:17-04:00

Collaboration - Document Manager

2015-08-21T04:41:08-04:00

12054499

2014-04-11T14:36:42-04:00

Message Board Home Choose the Collaboration > Message Board from menu bar to display Message Board home page. The Message Board home page displays the list of announcements received by you. Select the My Announcements link to view the announcements posted by you. Click on the ‘New‘ link, to create new announcement. The screen refreshes by displaying the screen to add the announcement. See the Add new Announcement topic for more details. Click on the ‘Archive‘ link to delete the announcement. See the Archive Announcement topic for more details. See the Paging options topic to know how to use the paging options displayed at the bottom of the Message Board home page. Clicking on any of the column heading allows sorting of the records either ascending or descending order. My Announcements Akken Staffing aids you to view the list of announcements posted by you. Click on the ‘My Announcements’ link on Message board screen to view the announcements posted by you. The Message Board screen refreshes by displaying the list of announcements posted by you. My Announcements page displays the Title, Send Date and Expiration date details of the announcement. Click on the ‘New‘ link to add a new announcement. The screen refreshes by displaying the Add new announcement screen. See the Add new announcement topic for more details. Click on the ‘Edit‘ link, to edit or modify the announcement details. The screen refreshes by displaying the form to edit the announcement. See the Modify Announcement details topic for more details. To archive the announcement, click on the ‘Archive‘ link. The screen refreshes by deleting the announcement temporarily. See Archive Announcement topic for more details. Click on the view icon of the corresponding announcement to view more details of the announcement. The Message Board screen refreshes by displaying the screen to view details of announcement. See the View Announcements details topic for more details. Click on the ‘Cancel’ link to cancel and return to previous page. Add New Announcement You can add new announcement and post it to others. Click on the ‘New’ link on My Announcements screen to add a new announcement. The Message Board screen refreshes by displaying form, which enables to add a new announcement. Enter the title of announcement in the Title text box. Enter in brief summary of the announcement of Summary textarea. Akken Staffing automatically sets the expiration date 15 days later from the current date. You can specify the expiration date of the message by selecting the Month, Day and Year in their respective fields from the drop down list. The recipients view the message till this date. Alternatively, you can click on the calendar icon to specify the expiration date. Click on the ‘Select From List’ link to select the members whom you want to send this message. See the Selecting from List topic to know how to select the members. The Send To list box displays the members selected to receive this announcement. Select the member and click on the ‘Remove’ link to remove from the list. The members are removed from the list. Clicking on the ‘Reload’ link to refreshes the screen. Click on the ‘Post’ link to send the announcement. The Message Board screen refreshes by sending the message to the selected members. Click on the ‘Cancel’ link to cancel and return to the previous page. You can create new announcement from eDesk too. Creating new announcement from eDesk is subject to “Admin Preferences”. You can post new announcement from eDesk only when you have admin Preferences. Modify Announcement Details To modify announcements, On My Announcements screen, select the required announcement and click on the ‘Edit’link to edit the announcement. The screen refreshes by displaying the form to edit an announcement. Modify the announcement details. Click on the ‘Update’ link to save the announcement details. The screen refreshes by saving the details. Click on the ‘Cancel’ link to cancel and return to previous page. Archive Announcements You can remove messages temporarily or permanently from your existing active messages list. The messages removed from My Announcements screen from collaboration are not available even in eDesk screen. Refer to the Archive and View Archive topics available in CRM online help to know how to remove or permanently remove record or to retrieve a deleted record. View Announcement Details You can view list of announcements received by you from other users of the application. To view the list of announcements, click on the ‘Message Board’ link on collaboration. Result: The Message Board screen is displayed. The message board screen displays list of all announcements and messages sent to you by others. Click on the view icon of the corresponding announcement to view more details of that announcement. The Message Board screen refreshes by displaying the details of that announcement. The view announcement details screen displays the Title, Summary, Date Created, Expiration Date and Sent To details of the announcement. The members to whom you have sent the message are displayed along with status whether they have seen or unseen the message posted by you. Click on the ‘Cancel’ link to cancel and return to previous page.

Message Board Home Choose the Collaboration > Message Board from menu bar to display Message Board home page. <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">The Message Board home page displays the list of announcements received by you.</li> <li>Select the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/My_announcements.htm" style="color: rgb(0, 0, 0);">My Announcements</a> link to view the announcements posted by you.</li> <li>Click on the ‘New‘ link, to create new announcement. The screen refreshes by displaying the screen to add the announcement. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_new_announcement.htm" style="color: rgb(0, 0, 0);">Add new Announcement</a> topic for more details.</li> <li>Click on the ‘Archive‘ link to delete the announcement. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Archive_Announcement.htm" style="color: rgb(0, 0, 0);">Archive Announcement</a> topic for more details.</li> <li>See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Paging_Options.htm">Paging options</a> topic to know how to use the paging options displayed at the bottom of the Message Board home page.</li> <li style="color: rgb(0, 0, 0);">Clicking on any of the column heading allows sorting of the records either ascending or descending order.</li> </ol> <div> </div> <div>My Announcements</div> <div> Akken Staffing aids you to view the list of announcements posted by you. Click on the ‘My Announcements’ link on Message board screen to view the announcements posted by you. The Message Board screen refreshes by displaying the list of announcements posted by you. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012709860/original/Collaboration_-_Message_Board_-_My_Announcements.PNG?1429285354" class="inline-image" data-id="4012709860" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">My Announcements page displays the Title, Send Date and Expiration date details of the announcement.</li> <li>Click on the ‘New‘ link to add a new announcement. The screen refreshes by displaying the Add new announcement screen. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Add_new_announcement.htm" style="color: rgb(0, 0, 0);">Add new announcement</a> topic for more details.</li> <li>Click on the ‘Edit‘ link, to edit or modify the announcement details. The screen refreshes by displaying the form to edit the announcement. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Modify_announcement_details.htm" style="color: rgb(0, 0, 0);">Modify Announcement details</a> topic for more details.</li> <li>To archive the announcement, click on the ‘Archive‘ link. The screen refreshes by deleting the announcement temporarily. See <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Archive_Announcement.htm" style="color: rgb(0, 0, 0);">Archive Announcement</a> topic for more details.</li> <li>Click on the view <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image127.jpg" alt="" width="16px" height="16px" style="cursor: default;"> icon of the corresponding announcement to view more details of the announcement. The Message Board screen refreshes by displaying the screen to view details of announcement. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/View_announcementdetails.htm" style="color: rgb(0, 0, 0);">View Announcements </a><a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/View_announcementdetails.htm" style="color: rgb(0, 0, 0);">details</a> topic for more details.</li> <li style="color: rgb(0, 0, 0);"> Click on the ‘Cancel’ link to cancel and return to previous page. </li> </ol> <div> </div> <div>Add New Announcement</div> </div> <div> You can add new announcement and post it to others. Click on the ‘New’ link on My Announcements screen to add a new announcement. The Message Board screen refreshes by displaying form, which enables to add a new announcement. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012709905/original/Collaboration_-_Message_Board_-_New.PNG?1429285436" class="inline-image" data-id="4012709905" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li style="color: rgb(0, 0, 0);">Enter the title of announcement in the Title text box.</li> <li style="color: rgb(0, 0, 0);">Enter in brief summary of the announcement of Summary textarea.</li> <li style="color: rgb(0, 0, 0);"> Akken Staffing automatically sets the expiration date 15 days later from the current date. You can specify the expiration date of the message by selecting the Month, Day and Year in their respective fields from the drop down list. The recipients view the message till this date. </li> <li style="color: rgb(0, 0, 0);"> Alternatively, you can click on the calendar <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image017.jpg" alt="" width="18px" height="16px"> icon to specify the expiration date. </li> <li>Click on the ‘Select From List’ link to select the members whom you want to send this message. See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Selecting_from_List.htm">Selecting from List</a> topic to know how to select the members.</li> <li style="color: rgb(0, 0, 0);"> The Send To list box displays the members selected to receive this announcement. </li> <li style="color: rgb(0, 0, 0);">Select the member and click on the ‘Remove’ link to remove from the list. The members are removed from the list.</li> <li style="color: rgb(0, 0, 0);">Clicking on the ‘Reload’ link to refreshes the screen.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Post’ link to send the announcement. The Message Board screen refreshes by sending the message to the selected members.</li> <li style="color: rgb(0, 0, 0);">Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image007.gif" alt="" width="42px" height="42px"></td> <td width="15px"></td> <td width="720px">You can create new announcement from eDesk too. Creating new announcement from eDesk is subject to “Admin Preferences”. You can post new announcement from eDesk only when you have admin Preferences.</td> </tr></tbody></table> </div> <div> </div> <div>Modify Announcement Details</div> <div> To modify announcements, <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>On My Announcements screen, select the required announcement and click on the ‘Edit’link to edit the announcement. The screen refreshes by displaying the form to edit an announcement.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li> Modify the announcement details. </li> <li>Click on the ‘Update’ link to save the announcement details. The screen refreshes by saving the details.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol> <div>Archive Announcements</div> </div> <div> You can remove messages temporarily or permanently from your existing active messages list. The messages removed from My Announcements screen from collaboration are not available even in eDesk screen. <table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; background-color: rgb(255, 255, 255);"><tbody><tr> <td width="68px"><img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image195.jpg" alt="" width="39px" height="38px"></td> <td width="15px"></td> <td width="720px">Refer to the Archive and View Archive topics available in CRM online help to know how to remove or permanently remove record or to retrieve a deleted record.</td> </tr></tbody></table> </div> View Announcement Details You can view list of announcements received by you from other users of the application. To view the list of announcements, click on the ‘Message Board’ link on collaboration. Result: The Message Board screen is displayed. <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The message board screen displays list of all announcements and messages sent to you by others.</li> <li>Click on the view <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image127.jpg" alt="" width="16px" height="16px"> icon of the corresponding announcement to view more details of that announcement. The Message Board screen refreshes by displaying the details of that announcement.</li> </ol> <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012710326/original/Collaboration_-_Message_Board_-_Announcement_Details.PNG?1429286140" class="inline-image" data-id="4012710326" style="cursor: default;"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The view announcement details screen displays the Title, Summary, Date Created, Expiration Date and Sent To details of the announcement.</li> <li>The members to whom you have sent the message are displayed along with status whether they have seen or unseen the message posted by you.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> </ol> <div> </div> <div> </div>

4000001770

257 4000010470

2015-04-17T11:59:12-04:00

Collaboration - Message Board

2015-08-21T04:41:08-04:00

12054499

2014-04-11T14:47:20-04:00

Knowledge Center Home Choose the Collaboration >> Knowledge center from menu bar to display knowledge center home page. The Knowledge center portal contains two sub sections which are displayed in the left menu. See the Knowledge Center Portal topic to know more about knowledge center main screen. Knowledge Center Portal The knowledge center portal in collaboration includes all the items that are approved by the administrator. The items can include queries and contents or proposals posted by you or others or admin itself. Click on the ‘Knowledge Center’ link on Collaboration module. The knowledge center portal screen is displayed. Select any item and double click it to view the details. The pop up window displays the details of the selected item. 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 screen. Enter the key words in the Search for text box and click on the search icon to find the items. The Knowledge center portal screen refreshes by displaying the matched items. Select the category from the drop down list of Choose Category field to view any specific category items. By default knowledge portal selects and displays the ‘All’ categories items. You can choose this option to refine your search in case you have several items. My FAQ Home Choose the Collaboration >> Knowledge Center from the left menu or menu bar, then click on the My FAQ link from the left menu to display My FAQ home page. Select the appropriate links to post your question and suggest content. Use the ‘Delete’ link to delete the item from My FAQ home. See the Paging options topic to know how to use the paging options displayed at the bottom of the My FAQ home page. Clicking on any of the column heading allows sorting of the records either ascending or descending order. My FAQ Screen Display My FAQ screen displays the Title, Category and Type column details of each item. The type column displays the information according to the circumstance. For instance, if you have posted the question and received answer for the same, the type column displays as ‘Answered Question’ against that item. Else it displays as a Question. Select the any item and double click it to view or update the details of the same. My FAQ screen refreshes by displaying the form to update. Modify the necessary details. Click on the ‘Update’ link save the details. My FAQ screen refreshes by saving. Click on the ‘Cancel’ link to cancel and return to previous page. My FAQ screen allows you to post a new question or suggest proposal, delete any item and add the items to your favorites list. Click on the ‘Cancel’ link to cancel and return to the previous page. Suggest a Content Akken Staffing allows you to suggest a proposal or content that will be useful others. The Suggested content or proposal will be first released to application administrator. If the administrator approves the content posted by the user, it is displayed under knowledge portal screen for the selected department. Click on the ‘Suggest Content’ link on My FAQ screen. The My FAQ screen refreshes by displaying the form to send your proposal. The Posted by field displays the logged in user name. Select the category under which your proposal falls or likely to fall from the drop down list of Select Category field. 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”. Enter the title of your proposal or content in the Title text area. Enter the brief description of your proposal in the Description text area. Enter the keywords to easily identify your proposal item in the Keywords text box. Enter the URL of web page to which you wish link this item in the Link for this record text box. You can upload any document to support your proposal or content item. Click on the ‘Browse’ button and find the document in your computer. The navigation path of document is displayed in the Upload Document field. Click on the ’Send’ link to send the proposal to the administrator. The Proposal or Content screen refreshes by sending the proposal. Click on the ‘Cancel’ link to cancel and return to the previous page. Post a Question You can ask a question to get answer or important information against the same from Admin. On My FAQ screen, click on the ‘Ask a Question’ link on My FAQ screen. My FAQ screen refreshes by displaying the form that aids to post a question. The Posted by field displays the logged in user name. Select the category under which your question falls or is likely to fall from the drop down list of Select Category field. 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’. Enter your question in the Your Question text area. Click on the ‘Ask’ link to save and post the question. The My FAQ screen refreshes by saving and sending the question. Click on the ‘Cancel’ link to cancel and return to the previous page. Delete an Item You can delete an item in knowledge center from My FAQ page. Select the item and click on the ‘Delete’ link on My FAQ screen, to delete the item. Confirm the deletion in the prompt. The My FAQ screen refreshes by deleting the item. View Favorites List You can view list of your favorites links added in 'My Favorites' section. Click on the ‘My Favorite Links’ link to view your favorites list. The My FAQ screen refreshes by displaying the My Favorites screen. Click on the ‘Add Favorite‘ link to add a new favorite. Select a favorite and click on the ‘Edit‘ link to edit the details of that favorite. Select a favorite and click on the ‘Delete‘ link to delete the required favorite. Click on the ‘Import Favorites‘ link to import the favorites. Click on the ‘Cancel‘ link to cancel and return to previous page. My Favorites My Favorites enables to record the web pages links that you like and visit frequently. By adding the web pages to your favorites list, makes easy to open them in the future. Click on the ‘ My Favorites’ link in knowledge center under collaboration. Result: The My Favorites screen is displayed. My Favorites page displays the list of favorites already added by you. Any time you want to open your favorite just click on the Open URL icon link against the corresponding the favorite. Result: The web page is opened in the web browser. Add a Favorite Click on the ‘Add Favorite” link on My Favorites screen. The My FAQ screen refreshes by displaying the form to add a new favorite. Add a Favorite Screen Enter the name of the page in the Name text box. Enter the URL of web page in the Location (URL) text box. Enter the description of the web page in the Description textarea. The Adding On field displays the current day, date and time. Click on the ‘Save’ link to save your favorite item. My FAQ screen refreshes by saving. Click on the ‘Cancel’ link to cancel and return to the previous page. Modify Favorite Select the favorite and click on the ‘Edit’ link on My Favorite screen. My FAQ screen refreshes by displaying the favorite details to edit. Modify the necessary details. Click on the ‘Update’ link to save the details. My FAQ screen refreshes by saving. Click on the ‘Cancel’ link to cancel and return to the previous page. Delete Favorites Select the favorite you wish to delete and click on the ‘Delete’ link on My Favorite screen. You can select more than one favorite at a time. Confirm the deletion in the prompt. The My FAQ screen refreshes by deleting. Import Favorites Akken Staffing automatically imports your favorite’s links in to My Favorites from web browsers like Internet Explorer and Netscape navigator. Akken Staffing supports the import file size up to 15MB. Click on the ‘Import Favorites’ link on My Favorites screen to import your favorites. The My FAQ screen refreshes by displaying screen, which aids to import the favorites. Select the application type from which you want to import favorites by enabling the appropriate radio button. Akken Staffing supports Microsoft Internet Explorer and Netscape Communicator. Click on the ‘Browse’ button to locate the file you want to import as your favorites. The File to Import field displays the navigation path of file. Click on the ‘Import’ link to import the favorites. My Favorites screen refreshes by importing the favorites from the file. The imported favorites are added in ‘My Favorites’screen. Click on the ‘Cancel’ link to cancel and return to the previous page.

Knowledge Center Home Choose the Collaboration >> Knowledge center from menu bar to display knowledge center home page. <ol style="font-family: 'Times New Roman';"> <li>The Knowledge center portal contains two sub sections which are displayed in the left menu.</li> <li>See the <a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Knowledge_Center_portal.htm" style="color: rgb(0, 0, 0);">Knowledge Center Portal</a><a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Knowledge_Center_portal.htm" style="color: rgb(0, 0, 0);"> </a>topic to know more about knowledge center main screen.</li> </ol> <div> </div> <div>Knowledge Center Portal</div> The knowledge center portal in collaboration includes all the items that are approved by the administrator. The items can include queries and contents or proposals posted by you or others or admin itself. Click on the ‘Knowledge Center’ link on Collaboration module. The knowledge center portal screen is displayed. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012710587/original/Collaboration_-_Knowledge_Center.PNG?1429286644" class="inline-image" data-id="4012710587" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li>Select any item and double click it to view the details. The pop up window displays the details of the selected item.</li> <li>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 screen.</li> <li>Enter the key words in the Search for text box and click on the <img src="https://appserver4.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image312.jpg" alt="" width="16px" height="16px" style="cursor: default;"> search icon to find the items. The Knowledge center portal screen refreshes by displaying the matched items.</li> <li>Select the category from the drop down list of Choose Category field to view any specific category items. By default knowledge portal selects and displays the ‘All’ categories items. You can choose this option to refine your search in case you have several items.</li> </ol> <div>My FAQ Home</div> <div> <ol style="font-family: 'Times New Roman';"> <li>Choose the Collaboration >> Knowledge Center from the left menu or menu bar, then click on the My FAQ link from the left menu to display My FAQ home page.</li> <li>Select the appropriate links to post your question and suggest content.</li> <li>Use the ‘Delete’ link to delete the item from My FAQ home.</li> <li>See the<a href="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/Paging_Options.htm"> Paging options </a>topic to know how to use the paging options displayed at the bottom of the My FAQ home page.</li> <li>Clicking on any of the column heading allows sorting of the records either ascending or descending order.</li> </ol> <div>My FAQ Screen Display</div> </div> <div> My FAQ screen displays the Title, Category and Type column details of each item. The type column displays the information according to the circumstance. For instance, if you have posted the question and received answer for the same, the type column displays as ‘Answered Question’ against that item. Else it displays as a Question. <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Select the any item and double click it to view or update the details of the same. My FAQ screen refreshes by displaying the form to update.</li> <li>Modify the necessary details.</li> <li>Click on the ‘Update’ link save the details. My FAQ screen refreshes by saving.</li> <li>Click on the ‘Cancel’ link to cancel and return to previous page.</li> <li>My FAQ screen allows you to post a new question or suggest proposal, delete any item and add the items to your favorites list.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <div>Suggest a Content</div> </div> <div> Akken Staffing allows you to suggest a proposal or content that will be useful others. The Suggested content or proposal will be first released to application administrator. If the administrator approves the content posted by the user, it is displayed under knowledge portal screen for the selected department. Click on the ‘Suggest Content’ link on My FAQ screen. The My FAQ screen refreshes by displaying the form to send your proposal. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012710997/original/Collaboration_-_Knowledge_Center_-_Suggest_Content.PNG?1429286905" class="inline-image" data-id="4012710997" style="cursor: default;"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The Posted by field displays the logged in user name.</li> <li>Select the category under which your proposal falls or likely to fall from the drop down list of Select Category field.</li> <li>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”.</li> <li>Enter the title of your proposal or content in the Title text area.</li> <li>Enter the brief description of your proposal in the Description text area.</li> <li>Enter the keywords to easily identify your proposal item in the Keywords text box.</li> <li>Enter the URL of web page to which you wish link this item in the Link for this record text box.</li> <li>You can upload any document to support your proposal or content item. Click on the ‘Browse’ button and find the document in your computer. The navigation path of document is displayed in the Upload Document field.</li> <li>Click on the ’Send’ link to send the proposal to the administrator. The Proposal or Content screen refreshes by sending the proposal.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <div>Post a Question</div> </div> <div> You can ask a question to get answer or important information against the same from Admin. On My FAQ screen, click on the ‘Ask a Question’ link on My FAQ screen. My FAQ screen refreshes by displaying the form that aids to post a question. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012711026/original/Collaboration_-_Knowledge_Center_-_Ask_A_Question.PNG?1429286970" class="inline-image" data-id="4012711026" style="cursor: default;"> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>The Posted by field displays the logged in user name.</li> <li>Select the category under which your question falls or is likely to fall from the drop down list of Select Category field.</li> <li>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’.</li> <li>Enter your question in the Your Question text area.</li> <li>Click on the ‘Ask’ link to save and post the question. The My FAQ screen refreshes by saving and sending the question.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <div>Delete an Item</div> </div> <div> You can delete an item in knowledge center from My FAQ page. <ol style="font-family: 'Times New Roman';"> <li>Select the item and click on the ‘Delete’ link on My FAQ screen, to delete the item.</li> <li>Confirm the deletion in the prompt. The My FAQ screen refreshes by deleting the item.</li> </ol> <div>View Favorites List</div> </div> <div> You can view list of your favorites links added in 'My Favorites' section. Click on the ‘My Favorite Links’ link to view your favorites list. The My FAQ screen refreshes by displaying the My Favorites screen. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012711102/original/Collaboration_-_Knowledge_Center_-_My_Favorites.PNG?1429287062" class="inline-image" data-id="4012711102" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li>Click on the ‘Add Favorite‘ link to add a new favorite.</li> <li>Select a favorite and click on the ‘Edit‘ link to edit the details of that favorite.</li> <li>Select a favorite and click on the ‘Delete‘ link to delete the required favorite.</li> <li>Click on the ‘Import Favorites‘ link to import the favorites.</li> <li>Click on the ‘Cancel‘ link to cancel and return to previous page.</li> </ol> My Favorites My Favorites enables to record the web pages links that you like and visit frequently. By adding the web pages to your favorites list, makes easy to open them in the future. Click on the ‘<img src="https://appserver11.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image316.jpg" alt="" width="16px" height="16px"> My Favorites’ link in knowledge center under collaboration. Result: The My Favorites screen is displayed. My Favorites page displays the list of favorites already added by you. Any time you want to open your favorite just click on the Open URL<img src="https://appserver11.akken.com/BSOS/Help/Collaboration_UM/Collaboration_UM_files/image127.jpg" alt="" width="16px" height="16px"> icon link against the corresponding the favorite. Result: The web page is opened in the web browser. Add a Favorite Click on the ‘Add Favorite” link on My Favorites screen. The My FAQ screen refreshes by displaying the form to add a new favorite. <table cellspacing="0" width="626" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium; background-color: rgb(255, 255, 255);"><tbody><tr><td width="384.3pt"> <img src="https://appserver14.akken.com/BSOS/Help/Collaboration_UM/add_a_favorite_screen.jpg" alt="" width="626" height="268" style="cursor: default;"> Add a Favorite Screen </td></tr></tbody></table> <ol style="font-family: 'Times New Roman';"> <li>Enter the name of the page in the Name text box.</li> <li>Enter the URL of web page in the Location (URL) text box.</li> <li>Enter the description of the web page in the Description textarea.</li> <li>The Adding On field displays the current day, date and time.</li> <li>Click on the ‘Save’ link to save your favorite item. My FAQ screen refreshes by saving.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <div>Modify Favorite</div> </div> <div> <ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"><li>Select the favorite and click on the ‘Edit’ link on My Favorite screen. My FAQ screen refreshes by displaying the favorite details to edit.</li></ol> <ol type="1" style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Modify the necessary details.</li> <li>Click on the ‘Update’ link to save the details. My FAQ screen refreshes by saving.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> <div>Delete Favorites</div> </div> <div><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';"> <li>Select the favorite you wish to delete and click on the ‘Delete’ link on My Favorite screen. You can select more than one favorite at a time.</li> <li>Confirm the deletion in the prompt. The My FAQ screen refreshes by deleting.</li> </ol></div> <div>Import Favorites</div> <div> Akken Staffing automatically imports your favorite’s links in to My Favorites from web browsers like Internet Explorer and Netscape navigator. Akken Staffing supports the import file size up to 15MB. Click on the ‘Import Favorites’ link on My Favorites screen to import your favorites. The My FAQ screen refreshes by displaying screen, which aids to import the favorites. <div> </div> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012711124/original/Collaboration_-_Knowledge_Center_-_Import_Favorites.PNG?1429287114" class="inline-image" data-id="4012711124" style="cursor: default;"> <ol style="font-family: 'Times New Roman';"> <li>Select the application type from which you want to import favorites by enabling the appropriate radio button. Akken Staffing supports Microsoft Internet Explorer and Netscape Communicator.</li> <li>Click on the ‘Browse’ button to locate the file you want to import as your favorites. The File to Import field displays the navigation path of file.</li> <li>Click on the ‘Import’ link to import the favorites. My Favorites screen refreshes by importing the favorites from the file. The imported favorites are added in ‘My Favorites’screen.</li> <li>Click on the ‘Cancel’ link to cancel and return to the previous page.</li> </ol> </div> <div> </div>

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