Overview

This article explains how to use organisation information in the organisation area of Work Planner and what users should look for when moving into the next step of the workflow.

When to use this

Use this article when you need a focused explanation of this screen or step without having to scan through a larger umbrella page.

How it fits into the flow

Organisation information sits within Settings / Organisation. Use it as a focused step in that feature area, then return to the parent screen when you are ready for the next action.

Main actions

Use the screen to review what is available in this area and move into the next focused step.
Look for search, filter, or row actions that help you narrow down the records you need.
Open the linked details, forms, or dialogs when you are ready to continue the workflow.
Common on-screen actions include Save Changes, Find Address.

Important fields

Working hours start: Applied to every active day when you save. Leave blank to keep the planner on a full-day view.
Working hours end: Applied to every active day when you save.
Non-working day job handling: Choose the option that best matches the current record.
What do you call a collection of jobs?: Choose the option that best matches the current record.
Custom Term: Look for input such as “e.g., District”.
Bank Name: Look for input such as “Bank Name”.
Account Number: Look for input such as “Account Number”.
Sort Code: Look for input such as “Sort Code”.
IBAN: Look for input such as “IBAN”.
Website: Look for input such as “https://example.com”.
Telephone: Look for input such as “Telephone”.
Fax: Look for input such as “Fax”.

Related articles will appear here as more focused documentation pages are added to the same feature area.

Overview

When to use this

How it fits into the flow

Main actions

Important fields

Related articles

Articles

Organisation information