SETWorks Webinar - May 2024 - Production
Webinar Recording
On May 15th 2024, SETWorks hosted a live webinar about Production in SETWorks. You can view the recording here:
Articles and Resources
Permissions and Privileges
Consumer Profile:
Show Agency Production tab in Consumer Profile.
Is able to create Agency Production Items within the Consumer Profile.
Is able to edit Agency Production Items within the Consumer Profile.
Is able to view Agency Production Items within the Consumer Profile.
Is able to create Agency Production Tasks within the Consumer Profile.
Is able to edit Agency Production Tasks within the Consumer Profile.
Is able to view Agency Production Tasks within the Consumer Profile.
Activity Records:
Allow production items/tasks and client’s group attendance times to overlap with each other.
Enable the Production section within Billable Group Activity Records.
Enable the Agency Production tab inside Billable Group Activity Records.
Is able to delete Agency Production Items and Tasks within the Agency Production tab of the Billable Group Activity Record.
Show Agency Production items section in Comments tab, under each consumer in the group record.
Show Agency Production tasks section in Comments tab, under each consumer in the group record.
Reports
Consumer Agency Production Report Grouped By Consumer
Consumer Agency Production Aggregate Report
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