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Complete a scheduled staff travel event

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  1. Go to: Taskbar > Scheduled Tasks > Task List > Calendar, or optionally select the calendar icon in the toolbar.
  2. Select a date.
  3. Right-click the scheduled event and select Complete This Task.
  4. On the Staff Travel form, the Travel Miles, Address Traveled From, and Address Traveled To fields should be populated with the save values as the scheduled event.
  5. Complete the other required fields.
  6. Select Save.

Result: The completed travel event displays on the Staff Look Up Their Own Information form on the Staff Non Client Services tab.

On the staff calendar (Taskbar > Scheduled Tasks > Task List > Calendar) the information entered on the Travel Appointments subform displays in two places:

  • Click the staff travel event link and select Open Task. The Staff Events/Tasks by Staff form displays the travel appointment required information (Date/Time and Duration).
  • Click the staff travel event link and select Complete this Task. The Staff Travel form displays the travel appointment information.