How Does SETWorks Determine if a Record is "Complete"? Managers, Administrators SETWorks has two ways of assessing whether an activity record has enough documentation in order to be considered "Complete". The first is to check whether each consumer ...
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 ...
SETWorks Administration for Beginners On September 29th 2021, SETWorks hosted a live webinar called SETWorks Administration for Beginners. You can view the recording from the link below: Reports Discussed: Privilege History Notification Report ...
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 ...
Webinar Recording On May 15th 2024, SETWorks hosted a live webinar about Production in SETWorks. You can view the recording here: https://youtu.be/Xux9RWIIkOY Articles and Resources Production Tasks & Items The Definitive Guide to Production in ...