Protean Support

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Recent activity by Protean Support Recent activity Votes
  • Read News

    Click News on the left sidebar menu. Click the title of the News article you'd like to read. The news article will open and allow you to view it. ** Please note: Once you've opened a news article ...

  • Request Leave: Management

    Click Schedule from the left sidebar menu. Click View > Requests from the top menu. Select the appropriate date range (SEARCH) Click on EDIT to manage the request (PENDING, APPROVED, DENIED   Re...

  • Request Leave

      Click Schedule from the left sidebar menu. Click Request Leave from the top menu. Enter the following information: Date Range: Select either All Day or Partial Day. Partial Day will allow you to...

  • My Schedule - Mobile Sync

    First: Click Schedule on the left sidebar menu. Click Mobile Sync at the top of the page. Desktop Instructions Click on the links to add the individual calendar to your system (e.g. Apple Calend...

  • Trade Shift

    Click Schedule from the left sidebar menu. Locate and click the shift you would like to trade with another employee. Click Trade Shift at the top of the page. Choose the Trade With employee you'd ...

  • Time Clock

    Clock In Click Time Clock from the left sidebar menu. Click Clock In in the center of the screen. A pop-up modal will ask you to enter the following:Location: Select appropriate location; defaults...

  • Edit/Revise Time Record

    Edit/Revise Time Record Select Time Clock from the left sidebar menu. Locate the time record you'd like to edit. Click the Pencil icon the the left of the entry.  Make the desired changes. Click S...

  • View Outreach Details

    Click Clients from the left sidebar menu. A submenu will appear directly below. Click Outreach from the submenu. You will be taken to the Pending Outreach tab. This will display outreach events th...

  • Restore Question(s)

    PROTEAN LMS (Learning Management System) How do I restore a question after I deleted it? Go to the Question bank that held the question(s) Tick “Also show old questions” Click on the “old question...

  • Member Schedule Pattern

    To ADD a pattern: Navigate to the member record via the "Members" module in the left hand menu. Click on the "Edit" button at the top. Click on the "Schedule Pattern" tab near the top of the memb...