Differences

This shows you the differences between two versions of the page.

--- quick_guides_22 [2022/12/08 17:01] – Meena Brock
+++ quick_guides_22 [2022/12/09 10:56] – Meena Brock
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 {{ :entire_pool.jpg?nolink&600 |}}
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+To search for a Temp by name you can use the Search button. A window will pop up where you can search for the Temp by name.
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+{{ :search_window.jpg?nolink&600 |}}
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+To make an individual contact event to send an email or write a letter. Click on the line once to select the Temp - then use the **Make Contact Event** button or **F2** to bring up the Contact Event window.
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+{{ :contact_event_window.jpg?nolink&600 |}}
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+**To send emails or print letters in bulk - Mail Merge**
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+Use the **Process** button to take all the visible records to the **Person Selector** or select by holding CTRL and click on the required records to process only the selected records to the selector.
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+From the **Person Selector** use the Mail Merge view to write the email/letter to the Temps.
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+====Compliance====
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+If compliance domains are set up by the Agency a summary of the states for all Temps in the Temp Desk can be seen on the Compliance view.
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+{{ :compliance_view.jpg?nolink&600 |}}
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+By default you will see Temps that are working in the week, but you can see all Temps in the desk by unticking the **Working this Week** box.
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+**Expand** will open the Temps record. If any expiry dates are expired or expiring, you will get a list of these in the final column. Again from here you can make individual contact events or process Temps to send a Mail Merge.