Client Assignments and Placements

Use these instructions for viewing and modifying the Assignments and Placements Segment of a Client.

1. Select Assignments and Placements in the segments drop-list.
2. The Assignments and Placements Segment lists all Contract Assignments and Direct Placements associated with the Client.
3. Adding an Assignment or Placement to the list can be done from the Submittal Tracking Segment of the Contract or Direct Job Order records.
4. To access the Assignment or Placement record click on the Start Date links in the list boxes.

5. This segment is divided into sections, with the top section displaying information regarding all Contract Assignments.

   

6. Scroll down to the next section to view information on all Direct Placements.