Covers the documents, notes, and tasks that are part of Fitware's Member Engager functionality.
- Documents
- Notes
- Tasks
Documents
To add a document to a member, prospect, or employee.
- Enter the name in order to go the record of the member, prospect, or employee.
- Click the Document icon in the Relate Bar:
- Click the Add Document button at the far right:
- Click the Select button near the File selection option:
- Browse for and select the file you wish to upload.
- Enter a description for the file you are uploading, then click the Save button:
- The document will appear in the list of uploaded documents for this member:
To download a document, delete a document, or work with document versions.
- Click on the name in order to go to the record of the member, prospect, or employee.
- Click the Document icon in the Relate Bar:
- You will see a list of all documents uploaded for this person, along with options (at the right) for working with each document:
- The following options are available:
- Upload New: Allows a new (updated) version of the document to be uploaded. Click the icon in the Upload New column, and follow the instructions above to upload the new document.
- Download: Allows you to view an uploaded document, or save it to a location of your choice. Click the icon in the Download column, and you will be asked if you want to Open or Save the document.
- View Version: Allows you to see a history of each version of the document uploaded. You may individually view, download, or delete any previous version.
- Delete: Allows you to delete a document. Note: ALL uploaded versions of a document are deleted when you use this feature. To delete only old versions of a document, use the "View Versions" feature explained above.
To see a list of all uploaded documents:
- Click Member Engager > Document:
- You will see a list of all documents uploaded for all people:
- Each document's name is a link. Clicking on that link will take you to the individual document options for that document in that person's record.
Notes
To add a note to a member, prospect, or employee:
- Enter the member's name to go to the record of the member, prospect, or employee.
- Click the Note button at the far-right part of the screen:
- Click the Add Note button at the far-right part of the screen:
- Enter your desired note, then click Save:
- The note will be displayed in the person's record along with the date and time it was recorded:
To view, search, edit, or delete a person's notes:
- Enter the name to go to the record of the member, prospect, or employee.
- Click the Note icon in the Relate Bar:
- You will see a list of all notes for that person, along with search options (at the top), and Edit and Delete options (alongside each note):
To see a list of all notes:
- Select Member Engager > Notes:
- You will see a list of all notes for all people:
- Each note is a link. Clicking on the link will take you to that note in that person's record.
Tasks
To assign a task related to a member, prospect, or employee, follow these steps:
- Enter the name to go to the record of the member, prospect, or employee.
- Click the Task icon in the Relate Bar:
- Click the Add Task button at the far-right part of the screen:
- The task details window will open:
- Task: Select from the drop-down menu. Task choices include orientation, tour, consultation, incoming or outgoing phone call, and more.
- Start Date and Time: Required.
- End Date and Time: Optional, but could be highly useful (for example, if a member is to be called between 4 and 4:30 p.m.)
- Assign To: Required. The task must be assigned to someone. Use the drop-down menu to make your choice. A task can be assigned to any active employee at the facility.
- Result: Optional. This field is usually completed late, once the result of the task is actually known.
- Additional Information: This is an optional field where you can enter any notes you desire.
Once you enter the information and click Save, the task listing will appear:
Note: It is perfectly okay to assign tasks to yourself. This is a great method of organizing your work and keeping track of what you need to do.
To view, search, edit or delete tasks associated with a member, prospect, or employee:
- Enter the name in order to go to the record of the member, prospect, or employee.
- Click the Task icon in the Relate Bar:
- You will see tasks related to the selected person:
- Search tools are contained at the top.
- Edit and Delete functions are provided (at the right-most columns) with each listed task.
To see a list of all tasks:
- Select Member Engager > Tasks:
- A list of all tasks will display:
- Each task is a link. Clicking on a link will take you to that task in that person's record.
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