Organilog - Knowledge Base

Intervention management

33 articles in this collection
Written by Thao Nguyen

Send bulk reports

Written by Thao Nguyen
Updated over a week ago

Manage provisional interventions

Plan and understand the operation of interventions in "Provisional" status

Written by Thao Nguyen
Updated over a week ago

Lock an intervention

Written by Thao Nguyen
Updated over a week ago

Create a workflow model

Helping to set up an intervention group model

Written by Thao Nguyen
Updated over a week ago

Customer satisfaction questionnaires

Measure customer satisfaction through " Requests " and " Intervention" modules

Written by Thao Nguyen
Updated over a week ago

Multi-user Interventions

Written by Thao Nguyen
Updated over a week ago

Action routines

Written by Thao Nguyen
Updated over a week ago

Delete / Reactivate an intervention

Delete and retrieve an intervention

Written by Thao Nguyen
Updated over a week ago

Activity types

Written by Thao Nguyen
Updated over a week ago

How to manage an intervention with multiple appointments?

Written by Thao Nguyen
Updated over a week ago

Send report to client

Written by Thao Nguyen
Updated over a week ago

Export interventions

Help with data export and utilization

Written by Thao Nguyen
Updated over a week ago

Multi-user management

Add more than one team member to an intervention.

Written by Thao Nguyen
Updated over a week ago

Sync interventions with Google Calendar, Outlook, and Apple Calendar

Written by Thao Nguyen
Updated over a week ago

How do I track my invoices?

Modify and retrieve billing status of an intervention

Written by Thao Nguyen
Updated over a week ago

Add interventions

How to quickly add/ duplicate an intervention

Written by Thao Nguyen
Updated over a week ago

Multiple creation feature

Create multiple interventions with multiple creation feature

Written by Thao Nguyen
Updated over a week ago

Creating a recurring intervention

How to use the recurrence creation module

Written by Thao Nguyen
Updated over a week ago

Add client from the intervention form

Written by Thao Nguyen
Updated over a week ago

Planning

Schedule management

Written by Thao Nguyen
Updated over a week ago

How to change the colour of a team member in the planning?

Customise the planning view

Written by Thao Nguyen
Updated over a week ago

Planning: day, week, month view, etc.

Organilog allows you to choose a weekly or monthly schedule and even a personalised schedule (number of days of your choice).

Written by Thao Nguyen
Updated over a week ago

Planning: customise the information visible on interventions

Organilog offers a highly customisable schedule: you can choose the information to be displayed in the table

Written by Thao Nguyen
Updated over a week ago

View an Employee's Monthly Schedule

Written by Thao Nguyen
Updated over a week ago

Send employee schedules via email

Send weekly schedules to your employees from Organilog

Written by Thao Nguyen
Updated over a week ago

Intervention customization

Manage hourly rate by intervention category

Written by Thao Nguyen
Updated over a week ago

Set default duration for interventions

Through intervention categories

Written by Thao Nguyen
Updated over a week ago

Products

Import product data

Written by Thao Nguyen
Updated over a week ago

Adding products to an intervention

Written by Thao Nguyen
Updated over a week ago

Notify customers of appointment updates

Send appointment updates via email

Written by Thao Nguyen
Updated over a week ago

Advanced use

Export data table to Excel

Help with exporting data to Excel spreadsheet

Written by Thao Nguyen
Updated over a week ago