I was training a new user/umployee on plans today. We added a step to a Plan record and I expected it to appear on her reminders screen. We set a due date in the near future (3 days) and I set the warn days at 5. With that overlap I would expect the plan step to appear on her list of reminders. Am I missing a step? Why can't she see the Plan Step in that way?
Thanks,
Marie Kocher
Kansas City Ballet
mkocher@kcballet.org
I had the same thing happen to someone at my organization.
Step 1 was adding them as a worker, but I gather you have already done this.
Step 2 my DBA worked some magic in Security that I was not aware of.
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Heather Hoyt Sent: Monday, December 07, 2015 1:27 PM To: Marie Kocher <mkocher@kcballet.org> Subject: Re: [Tessitura Development Forum] Plan Step to show as Reminder
I think I may be missing how to have steps show up as reminders, but I really would love that functionality. Can someone email me or point me towards that specific documentation? Thanks!
Heather Hoyt
hhoyt@omahasymphony.org
From: Beth Hawryluk <bounce-bethhawryluk7830@tessituranetwork.com> Sent: 11/23/2015 10:39:59 AM
I was having a similar issue a couple of months ago. I'm sure she's set up as a worker within her Tess constituent record, but did you add her worker details to the security application too? We hadn't done that step and for some reason, that made all the difference.
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