Category Archives: Function

Monitor tasks in a calendar format

Use the Tasks (Monthly View) function to monitor and manage tasks in a calendar page layout


Add boilerplate text to notes without typing

Eliminate redundant typing by creating templates of boilerplate text for job and case notes


Save work before logging out

A couple of important points about MR log-outs


Clear out your screen immediately

Clear your window by closing all tabs at once


Set up your MR the way you want

Before using MR9/MR Lite, you must set 2 personal defaults; but there are a lot of other options you can set to customize your MR experience


Override data locks when needed

When you absolutely need to edit something that another user is currently editing, you can take this extreme measure


Change your password anytime

Update your password periodically and/or change your password to one you prefer


Send and receive notifications/messages within MR

Communicate within MR using this quasi-email function


View your calendar a week at a time

See your current week’s job settings without having to set search criteria


Set preferences that cover Resource side of MR Connect

Set preferences for the Resource side of MR Connect to customize their job calendars, online turn-in, time-off requests, and more