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Schedule staff travel time

Schedule a staff travel event for yourself to record travel time to and from scheduled client service events. 

  1. In the module bar, select the staff member icon at the far right and select your name. 
    Result: The Staff Look Up Their Own Information form displays.
  2. Click the Schedule Travel tab.
  3. In the Travel Appointments section of the form, complete all the required and any optional fields in the row for the event.
    Note: In the Travel from Scheduled Event and Travel To Scheduled Event fields you can only select events where you are the staff responsible. 
  4. In the toolbar click Save

 

 

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