General Work Management & Notices

What is in this module

Every report this module produces →Named and listed in full, with the question each one answers.

1. 01

   Create General To Do Work

   Raise non-client work, assign it to yourself or to staff, and track it — with notifications on assignment and completion.

   What you can do here

   • Raise the work that does not fit the service tree
   • Link it to a client when it belongs to one
   • Only that office's own people can be given it
2. 02

   Create Notices

   Circulate a legal update or an internal notice — Sunday working, or anything else — with an expiry date on it.

   What you can do here

   • Circulate a notice that clears itself
3. 03

   View List of Pending General Work Allotted

   General work allotted and still pending, by user or by work, so non-client jobs never quietly disappear.

   Reports from this screenSee them in the catalogue →

   • General Work Allotted To Me, Still Pending
   • Notices Circulated To Me

   Actions you can take from this screen

   • Reply on it, but you cannot delete it