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| { | | {{IMS Role |
| "lang": "json",
| | |roleowner=Irene Parker, Stefan Roth |
| "form_name": "Onboarding",
| | |roledescription=Kompetente Kundenberatung und Verkauf der Produkte und Dienstleistungen des Unternehmens. |
| "title": "Onboarding Checkliste",
| | }} |
| "showTitle": false,
| | ==Verantwortlichkeiten== |
| "showFormName": false,
| | {| class="wikitable" style="width:100%;" |
| "buttonsFloat": false,
| | !'''Thema'''!!'''Verantwortlichkeiten''' |
| "categories": [],
| | |- |
| "sealAfterCreation": false,
| | |Kundenaquise|| |
| "enableProgressSave": false,
| | * Kunden identifizieren und Kontakt herstellen |
| "enableEditSummary": false,
| | * Kunde qualifizieren oder disqualifizieren |
| "rlDependencies": [],
| | * Kundenanforderungen erkennen und Kundenbeziehung aufbauen |
| "useFormRevs": false,
| | |- |
| "includable": false,
| | |Kundentelefonate |
| "extends": "",
| | | |
| "abstract": false,
| | * Rückruf von Leads aus allen Kanälen |
| "partial": false,
| | * Unverzügliche Rückrufe |
| "target": {
| | * Follow-up Telefonate |
| "type": "json-on-wikipage",
| | * Vertretungstelefonate für abwesende Sales Agents |
| "title": ""
| | |- |
| },
| | |Terminplanung |
| "show_target_afterAction": false,
| | | |
| "listeners": [],
| | * Termine direkt mit Kunden vereinbaren |
| "items": [
| | * Entfallene Termine zügig nachholen |
| {
| | * Bei vom Interessenten abgesagten Terminen nachforschen |
| "name": "section_label-1",
| | |- |
| "help": "",
| | |Erstellung eines Angebots |
| "noLayout": true,
| | | |
| "showOn": [
| | |- |
| "create",
| | |Vertragsverhandlungen |
| "edit",
| | | |
| "view"
| | |- |
| ],
| | |Bestellannahme |
| "editableOn": [
| | | |
| "create",
| | |} |
| "edit"
| | |
| ],
| | ==Befugnisse== |
| "title": "Vor dem 1. Arbeitstag",
| | ''Liste aller Befugnisse, die speziell dieser Rolle zugewiesen sind.'' |
| "widget_classes": [],
| | |
| "style": "",
| | ==Stellvertreter== |
| "widgetCustomProps": [],
| | |
| "widget_listeners": [],
| | ==Zugehörige Seiten== |
| "type": "section_label"
| | {{IMS Role documents}} |
| },
| |
| {
| |
| "name": "checkbox_multi-adm",
| |
| "label": "Administration",
| |
| "help": "",
| |
| "noLayout": false,
| |
| "showOn": [
| |
| "create",
| |
| "edit",
| |
| "view"
| |
| ],
| |
| "editableOn": [
| |
| "create",
| |
| "edit"
| |
| ],
| |
| "widget_classes": [],
| |
| "style": "",
| |
| "widgetCustomProps": [],
| |
| "widget_listeners": [],
| |
| "value": "",
| |
| "required": false,
| |
| "horizontal": false,
| |
| "options": [
| |
| {
| |
| "data": "adm-1",
| |
| "label": "Personalakte anlegen"
| |
| },
| |
| {
| |
| "data": "adm-2",
| |
| "label": "Dokumente anfragen (Versichertenkarte, Sozialversicherungsnummer)"
| |
| }
| |
| ],
| |
| "type": "checkbox_multiselect"
| |
| },
| |
| {
| |
| "name": "checkbox_multi-platz",
| |
| "label": "Arbeitsplatz",
| |
| "help": "",
| |
| "noLayout": false,
| |
| "showOn": [
| |
| "create",
| |
| "edit",
| |
| "view"
| |
| ],
| |
| "editableOn": [
| |
| "create",
| |
| "edit"
| |
| ],
| |
| "widget_classes": [],
| |
| "style": "",
| |
| "widgetCustomProps": [],
| |
| "widget_listeners": [],
| |
| "value": "",
| |
| "required": false,
| |
| "horizontal": false,
| |
| "options": [
| |
| {
| |
| "data": "platz-1",
| |
| "label": "Rechner"
| |
| },
| |
| {
| |
| "data": "platz-2",
| |
| "label": "E-mailadresse"
| |
| },
| |
| {
| |
| "data": "platz-3",
| |
| "label": "VoIP, Telefonnummer"
| |
| },
| |
| {
| |
| "data": "platz-4",
| |
| "label": "Software Lizenzen"
| |
| },
| |
| {
| |
| "data": "platz-5",
| |
| "label": "Schlüssel"
| |
| },
| |
| {
| |
| "data": "platz-6",
| |
| "label": "Parkschein"
| |
| }
| |
| ],
| |
| "type": "checkbox_multiselect"
| |
| },
| |
| {
| |
| "name": "checkbox_multi-verant",
| |
| "label": "Verantwortlichkeiten",
| |
| "help": "",
| |
| "noLayout": false,
| |
| "showOn": [
| |
| "create",
| |
| "edit",
| |
| "view"
| |
| ],
| |
| "editableOn": [
| |
| "create",
| |
| "edit"
| |
| ],
| |
| "widget_classes": [],
| |
| "style": "",
| |
| "widgetCustomProps": [],
| |
| "widget_listeners": [],
| |
| "value": "",
| |
| "required": false,
| |
| "horizontal": false,
| |
| "options": [
| |
| {
| |
| "data": "verant-1",
| |
| "label": "Belegschaft ist über die neue Arbeitskraft informiert"
| |
| },
| |
| {
| |
| "data": "verant-2",
| |
| "label": "Mentor ist zugeteilt"
| |
| },
| |
| {
| |
| "data": "verant-3",
| |
| "label": "Ablauf des 1. Arbeitstags wurde der neuen Arbeitskraft mitgeteilt"
| |
| }
| |
| ],
| |
| "type": "checkbox_multiselect"
| |
| },
| |
| {
| |
| "name": "section_label-2",
| |
| "help": "",
| |
| "noLayout": true,
| |
| "showOn": [
| |
| "create",
| |
| "edit",
| |
| "view"
| |
| ],
| |
| "editableOn": [
| |
| "create",
| |
| "edit"
| |
| ],
| |
| "title": "Am 1. Arbeitstag",
| |
| "widget_classes": [],
| |
| "style": "",
| |
| "widgetCustomProps": [],
| |
| "widget_listeners": [],
| |
| "type": "section_label"
| |
| },
| |
| {
| |
| "name": "checkbox_multi-gf",
| |
| "label": "GF / Teamleitung",
| |
| "help": "",
| |
| "noLayout": false,
| |
| "showOn": [
| |
| "create",
| |
| "edit",
| |
| "view"
| |
| ],
| |
| "editableOn": [
| |
| "create",
| |
| "edit"
| |
| ],
| |
| "widget_classes": [],
| |
| "style": "",
| |
| "widgetCustomProps": [],
| |
| "widget_listeners": [],
| |
| "value": "",
| |
| "required": false,
| |
| "horizontal": false,
| |
| "options": [
| |
| {
| |
| "data": "team-1",
| |
| "label": "Persönliche Begrüßung"
| |
| },
| |
| {
| |
| "data": "team-2",
| |
| "label": "Vorstellung der Belegschaft"
| |
| },
| |
| {
| |
| "data": "team-3",
| |
| "label": "Unternehmensrundgang (Fluchtwege, Toiletten, Kaffeküche)"
| |
| }
| |
| ],
| |
| "type": "checkbox_multiselect"
| |
| },
| |
| {
| |
| "name": "checkbox_multi-personal",
| |
| "label": "",
| |
| "help": "",
| |
| "noLayout": false,
| |
| "showOn": [
| |
| "create",
| |
| "edit",
| |
| "view"
| |
| ],
| |
| "editableOn": [
| |
| "create",
| |
| "edit"
| |
| ],
| |
| "widget_classes": [],
| |
| "style": "",
| |
| "widgetCustomProps": [],
| |
| "widget_listeners": [],
| |
| "value": "",
| |
| "required": false,
| |
| "horizontal": false,
| |
| "options": [
| |
| {
| |
| "data": "personal-1",
| |
| "label": "Aushändigen aller relevanten Dinge (Schlüssel, Zugangssdaten, Ausweise, ...)"
| |
| },
| |
| {
| |
| "data": "personal-2",
| |
| "label": "Besprechung des Einarbeitungsplans"
| |
| },
| |
| {
| |
| "data": "personal-3",
| |
| "label": "Abschlussgespräch am Ende des Tages: Offene Fragen? Eindrücke?"
| |
| },
| |
| {
| |
| "data": "checkbox-personal-1",
| |
| "label": "Aushändigen aller relevanten Dinge (Schlüssel, Zugangssdaten, Ausweise, ...)"
| |
| }
| |
| ],
| |
| "type": "checkbox_multiselect"
| |
| }
| |
| ],
| |
| "_id": "Onboarding.form"
| |
| } | |
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