In the webinar it is stated that the Coverage role will not limit the Auditor from seeing other individuals listed in the billable group record. This was incorrect - in fact the billable group record will only display the names of individuals that the auditor has coverage assigned for. Please reference the Coverage article for more information.
Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
Billable Group Activity Records Webinar On July 28th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below: The SETWorks Billable Group Record is the most full-featured record in SETWorks and ...
On July 19th 2023, SETWorks hosted a live webinar about the Scheduling View in SETWorks. You can view the recording from the link below: https://www.youtube.com/watch?v=DfX0ZqL0BIw Privileges required to use these features: Scheduling Settings > ...
Billable Individual Activity Records Webinar On August 25th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below: The SETWorks Billable Individual Activity Record is ideal for 1:1 situations - ...