Minimum version: FirstClass 5.5
Audience: All users
Features we use:
Are you mentoring someone in your organization? Use a FirstClass conference as a workspace for projects and discussions. You can also create documents for processes and assessments.
Melissa Stewart is a Marketing Manager at Husky Planes. Her new intern, Stanley Cross, is responsible for helping the team coordinate events and create marketing materials. To make sure Stanley has all the information he needs to learn about the work and to track his progress, Melissa creates a new conference on her FirstClass Desktop called Marketing Intern Work and adds the following containers to the conference:
a Marketing processes folder to store processes and instructions
a Performance reviews conference to store performance reviews.
This is the conference Melissa created.
Setting permissions
Melissa sets permissions for the Marketing Intern Work conference so that she and Stanley have complete control over the conference and the Marketing employees can contribute to conference discussions.
Melissa sets permissions on the Performance Reviews subconference so that only she and Stanley can access the conference. Further, she has complete control to create and edit performance reviews, while Stanley can contribute to the conference but not change reviews.
Melissa sets "Message expiry (days)" to Never on the permissions forms for all conferences and subconferences to make sure that messages are not automatically deleted (if "Message expiry" is set to a number of days, messages are deleted after that time).
She also sets "Item expiry" to Never on the calendar permissions form so that calendar items are not automatically deleted.
Using the conference to manage intern work
Once Stanley is subscribed to the conference, he creates project folders and documents for his work. Stanley, Melissa, and other Marketing employees post questions and comments about his projects to the conference.
Melissa creates a stationery document in the Performance reviews conference to periodically post reviews of Stanley's work.
At the end of Stanley's internship, Melissa creates a folder for Stanley's work and archives his files and discussions in that folder. She reuses the Marketing Intern Work conference, the Marketing Intern Calendar, Marketing processes, and Performance reviews stationery document for future interns.
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