Recurring Tasks for Employees / Instruments
This feature allows you to set up a list of recurring tasks for Optima to consider when scheduling your requests.task types
These tasks will be added to the agenda of employees or instruments, making them unavailable during that period.
These tasks will also be traceable, enabling you to compare non-analytical tasks with analytical ones and create productivity KPIs.
As of today, the configuration should be done through the corresponding Employee and Instrument configuration excel file which will be uploaded by the team at Optima.
Please note that you might may wish to edit a series of Task Types in order to categorise your recurring tasks, making visualisation and reporting easier.
For further personal assistance, please contact customercare@optima.life.
HOW TO CONFIGURE YOUR EMPLOYEES RECURRING TASKS
The excel file is the one used for setting up your employees. see the last worksheet of the file #4
Click on the link below to jump to the corresponding paragraph of setting the recurring tasks of your employees:
HOW TO CONFIGURE YOUR INSTRUMENTS RECURRING TASKS
The excel file is the one used for setting up your employees. see the last worksheet of the file #3
Click on the link to jump to the corresponding paragraph of setting the recurring tasks of your instruments:
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