Schedule a session

A session is one execution of the action on a date. Its name depends on the type — edition, visit, order, delivery, report: see Terminology by action type.

1. Open the session level of the menu and click New.
2. Click Select and choose the action to execute. Only actions existing in this office are listed; if yours is missing, create it first.
3. Check the validity inherited from the action.
4. Enter the details of the execution: date, and where applicable the type of session, the person in charge and the location.
5. The roles of Manager, Assignee and Observer are inherited from the action. Change them here if this session is handled by someone else.
6. Click Save.

Scheduling a session does not enrol anyone: that is the next step, Enrol recipients in a session.

Caution

Subjects assigned to a role on this session receive notifications only if they are project users.