Access to workplaces

How many months back in time should tasks be included in the list of employees' workplaces?

This setting enables you to set the time interval for how long your employees are connected to a customer.

An employee is connected to a customer if a task has been planned for the customer and the employee has been assigned to it.

When an employee is connected to a customer, they can access customer information, keys, cleaning plans, etc. as long as the employee is supposed to execute tasks at the customer.

If an employee is not supposed to see the information, this employee should not be connected to the customer. This is why it is possible to change the employee's access status to access customer information in the settings.

Change the employee's access to e.g. 1 month to automatically remove the employee's access 1 month after the last planned task has been finished.

Which workplaces are an employee connected to?

The customers an employee is connected to are based on the planned tasks. (Unless you associate an employee directly with a customer) 

If you plan a task for a customer and then add an employee to the task, they will be automatically connected to the customer.

To see which customer is connected to an employee, you need to access the employee list:

	In the menu, click on Employees > Employee list
	Afterward, click on the icon Show the employee's workplaces
	Two lists will open showing the customers the employee is connected to.
	Customers, and locations where the employee has worked, are the customers which have been connected to the employee through planned tasks. Customers, which the employee is directly associated with, can be added by clicking on the button Edit workplaces.

NOTE:

Customers, which the employee is directly connected with, will not be affected by the setup time interval and will always be connected to the employee as long as the customer exists.