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Status Already exists
Workspace Air Maestro
Categories Recency
Created by Guest
Created on Aug 8, 2024

Task Specialist Training Tracking

I am looking for ideas to track the training recurrency of 'Task Specialists' we use in some of our operations. One option is to create a user for each Task Specialist but wondering if there is a less clunky way to do this?

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  • Avinet Helpdesk
    Oct 29, 2024

    Hi Andrew,

    As Grant has mentioned, you could use Company Recency or you could create user profiles for the task specialist. I think it would depend on the number of specialists you would like to track.

    Feel free to contact our helpdesk who could set up some examples for you: help@airmaestro.net

    Thanks, please let us know how you go.

  • Guest
    Aug 17, 2024

    You can track them through company recency however you lose ability to quickly check them through the traffic light system on the front page. Hence creating a user each time (can add up) which also costs money (adding up more). I've been toying with turning the users off until they need to be used - which can be difficult when busy.
    A unique user profile that can be shared between accounts and also Agency accounts would be a great way to handle this.