Officer Management in PICSWeb
A free course on CRM Functions in PICSWeb is available from our Course Library, including a video covering officer management.
Officer records are used in PICSWeb to represent both internal staff members and external contacts. Internal officers can be linked to PICSWeb Users to grant the users certain Roles and permissions. Both internal and external officers can be linked to learners and other records to represent various relationships.
In This Section
- Officer List in PICSWeb
- Officer Summary in PICSWeb
- Creating a New Officer in PICSWeb
- Editing Officers in PICSWeb
- Merging Officers in PICSWeb
- Officer Roles in PICSWeb
- Linking a PICSWeb Officer to a OneFile Record
- Linking a PICSWeb Officer to a Smart Assessor Record
- Creating Contact Logins for PICSWeb Officers
- Sending an SMS Message to an Officer in PICSWeb