If a manager would like to assign staff to a  new client, please follow these steps

  1. Navigate to the CTO ServiceLine Worksheet (EdOps Staff client assignments)
  2. Navigate to the appropriate tab: FIN, DATA, HR
  3. If the client is new, please add all associated information, including name, abbreviation, and appropriate systems. 
  4. Navigate to the appropriate row for a given contract
    1. Find the appropriate row for "People working on contract". FIN!ColJ, DATA!ColL, HR!ColE
    2. For additions, Append the current list with the new name with today's date. Ex:  Add Josh (1/11/22).  
    3. For removals, Append the removed name with today's data. ", Ex: Remove Josh (1/11/22).  
    4. For additions and removals, add a comment with Ctrl+Alt+M. Include @Josh Marks and assign to me