Lesson 6.1: Resource Management | Reporting and Enterprise Management

MODULE 6: REPORTING + ENTERPRISE MANAGEMENT

Lesson 1: Resource Management

In this lesson:

NEXT: DATA SECURITY + COMPLIANCE

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And There’s More…

Module 6 covers reporting and enterprise management.

This module is intended for group leaders and managers and it is not required for consultants to complete this final part.

The eBoss database offers more than streamlined searches and a comprehensive recruitment CRM.

You will also find a versatile reporting and enterprise management toolkit within the software.

By utilising these advanced enterprise mangement features, you will be able to manage and allocate resources; stay on top of reporting and outstanding tasks; and secure your data and ensure full compliance throught your system.

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  • How effective use of the Notes and Reminders system improves your workflow efficiency.
  • How to secure the database against unauthorised use, and meet compliance obligations.
  • How to archive, manage, and back-up your stored data.
  • Setting a Reminder
  • Adding and linking Notes
  • Creating a re-usable Note template

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