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guide > Retain for Notes |
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Are you using Lotus Notes? Looking to manage resources in your Lotus Notes environment? Look no further then Retain for Notes for all your planning needs. |
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Retain for Notes has been
specifically designed for use with Lotus Notes (TM). It provides the
same innovative user interface as the other editions of Retain Resource, but uses Lotus
Notes data formats.
Retain for Notes is the right choice if you are planning over multiple
sites or integrating your planning data with other Lotus Notes applications. |
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| Features |
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| In addition to the standard features of Retain Resource, the Retain for Notes edition includes the following: |
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Improved planning across multiple sites and by remote users. |
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Integration with your existing Lotus Notes applications including updating personal calendars with jobs scheduled in Retain Resource. |
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Flexible user access control. |
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| How does it work? |
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| Retain for Notes has exactly the same look
and feel as the other editions, even existing users of it would be hard
pressed to spot the difference! The Retain demonstration
pack tells you everything you need to know about how Retain Resource
works.
The difference lies behind the scenes. The underlying
data used by Retain for Notes is
held in Lotus Notes databases. Tables such as the resources,
jobs and bookings tables are represented by Lotus Notes views. The
records within each table are represented by Lotus Notes documents.
For Lotus Notes users, this opens up all sorts of possibilities... |
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| Improved multiple site planning |
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| Retain for
Notes allows several users to work on the same database at the same
time in different locations. It works by using the Lotus Notes replication
facilities. This allows data to be distributed across multiple sites,
such as across offices and to local disks on notebook computers,
and updates each site with the latest changes via the process called
replication. Lotus Notes handles any replication conflicts, such
as where two users make changes to the same record, thus helping
you to keep control over the integrity of your Retain
for Notes data. |
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| Integration with your Lotus Notes applications |
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| If you use Lotus Notes, the chances are that
you will already have other Notes applications that hold your job
and staff details. Updating two sets of data can be time-consuming
and can lead to errors. But with Retain for Notes, your Retain Resource
data can be integrated to work with your existing Notes applications,
making one-time updates a reality. Retain
for Notes uses a standard set of Lotus Notes views and forms. To
connect Retain for Notes to your Lotus Notes applications, you simply
customize these views and forms. The information presented automatically
reflects your changes. For instance, you might add a column to the
booking view in order to display the user who last edited each record
and populate this field automatically through Lotus Notes. This
field will be treated by Retain for Notes in the same way as any
other field; available for display, selecting and sorting purposes
and in the reporting module. |
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| Flexible user access control |
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| Retain for Notes handles user access through Lotus
Notes itself, giving flexible access control on a table by table basis.
For example, you might provide users with edit rights over planning
and task information, but prevent them from updating the information
about resources. You could also define entire tables as read only, so that data for
that table is only ever updated through your separate Lotus Notes
application. |
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| Enhanced planning ideas |
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| With your planning data stored in Lotus Notes,
other possibilities exist to make your planning process even more
efficient and integrated. For example, you might construct a 'Booking
Request Form' in Notes; this could be submitted by e-mail, authorized
in Notes and then used as the source of amendments to Retain for Notes.
Or you might use Lotus Notes to calculate figures for inclusion in
your reports. |
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