Use the Briefing submodule to add a briefing to selected jobs.
To use the Briefing submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add a briefing for a job:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job to which you want to add a briefing.
-
On the side toolbar, click
Briefing.
-
Click the Briefing
tab.
-
Click
Add template
and select any of the available templates. You can edit the template as necessary.
Alternatively, click
Upload a briefing
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and open the briefing file that you want to add.