Task Allocation to Staff

Katie Leslie

Currently we have a running spreadsheet or occasionally email staff for actions to be made on a student/caregiver/debtor/creditor FACTS such as:

- Contact caregiver for updated email address (incorrect in system)

- Contact caregiver for updated mobile (incorrect in system)

- Contact caregiver for updated asthma plan for  student

- Caregiver called to discuss subject changes

- Contact Debtor for missed debit

- Contact Debtor for new account details (incorrect in system)

- Contact Creditor regarding invoice #### invoice amount incorrect, should be $$$$.

- etc. 

It would be great to have the functionality to assign tasks to staff in FACTS on student, caregiver, debtor, creditor profiles etc. 

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