Add HQ task details

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Log the HQ task details to the new HQ communications store plan.

    Vorbereitungen

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager

    Prozedur

    1. Select Add.
      A new HQ task form appears.
    2. On the HQ task form, select the required option from the Priority drop-down list.
    3. Enter the name of the agent, the agent manager, or the location manager in the Assigned to.
    4. Enter the subject in the Subject.
    5. Enter the description in the Description.
    6. Select Continue.
      A new prompt Continue without saving appears.
      1. Select Yes to continue without saving the details.
      2. Select No to remain in the same form.
    7. Select Cancel to discard the details.
    8. Select Save to save the details.
      The new HQ task added appears.
      1. Select to delete the new HQ task.
      2. Select to edit the HQ task details.
      3. Select Continue to go next step.