Each user has a defined manager and appointee for a date range. the manager and appointee is used for grouping the capacity reports for a user and determining which users appear in the time review pages.
To set the manager:
- Navigate to the user list https://insol6.app/en-AU/apps/userconsole
- Click on a user in the list
The user drawer slides out and shows the user information.
- Click on the Managers tab
- Click the add button
The "Add manager" dialogue appears. - Enter the "Date from", "Manager" and "Appointee"
- Click "Done"
The management details are saved.
Note:
- The user details will now appear group under the specified manager and appointee in the relevant capacity reports
- There isn't a "Date To" field to enter, the management details will be preserved until a new record is added from a new date.
- The user will now display on the manager's Time Review page
https://www.insol6.app/en-AU/apps/timereview/period
Comments
0 comments
Please sign in to leave a comment.