Call the Edit View Action screen from
Actions Edit / View Menu
Job Management - this will defaulted the selected job through into the Job Filter
The screen for this function can be divided into two areas -
Job Filtering and Action List.
When attempting to display existing Actions for a selected Job, the Job Filter area is used to determine for which Jobs, actions will be displayed in the Action List section. The Action List section is used to display the results of the search initiated by the Filter button. With one or more entries in the List area, a particular action can be selected for review or alteration by "double-clicking" a selected action; this will cause the Maintain Actions "form" to load.
When creating a new action record by "pressing" the Add Record button, the Maintain Actions form will be displayed.
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FILTER
Job
If the Edit/View Actions by Job function is accessed from the Job Management screen, the Job Number details will be carried through.
If this function is activated directly from a Menu, this field is used to access an existing Job by typing in the Job Number or through F4 search.
Originator
If the default Originator is not correct, an alternative name can be selected from the list available. This field may be left blank if it is not a valid or essential search criteria.
Action By
This is another filter field which will limit the Actions displayed in the list, and is used to specify the name of the person on whom Actions have been created. An entry in this field will cause the Filter to return Actions for this person only. The field may be left blank if it is not a valid or critical search criteria. However, if data is required, enter a valid reference or select a name from the list.
Action Type
The Filter can return results on the basis of Actions having a specified Action Type. If a selection is made, only Actions which meet this criteria will be displayed in the Actions List.
Job Type
Filter by Job Type
Priority
Specify the beginning and end priority that you want included in your search.
Include SubJobs
Yes or No. Defaults to Yes.
Status
The Filter can return results on the basis of Actions having a specified Action Type. If a selection is made, only Actions which meet this criteria will be displayed in the Actions List.
Created (On and To)
This field refers to the date on which an action was created. Thus, it is possible to search for actions created within a range of dates if this is relevant.
Required (By and To)
This field provides the same filtering as the Created Date option, except this is based on the Required Date.
Completed (On and To)
Once again, the same functionality as Created and Required, but this is field applies it to the Completed Date.
Incomplete and Complete
These check options enable the filtering of actions which are completed or incomplete; any combination can be used.
Action ID
This field refers to the number given to the Action when it was created.
Action Description
A word or phrase can be used to search for an Action through the description. It has to exactly the same as the full description or you can use an * at the start and end as a 'wildcard'. E.g. work would return the action 'Request for work to do'
Internal Reference / External Reference
Filter for the internal or external reference which may have been specified in the Action Maintenance. Anchor
Order of List
Order By?????????(Dropdown) Then ??????(Dropdown)
This defaults to 'Required Date' and 'Priority'. Make sure that the two fields are different or it errors.
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LIST
Type, Action Description, Status, Priority, Action By, Required, Complete, Days, Job, Job Name, Client Name.
Details corresponding to these headings will be displayed for any actions found as a result of a filter operation.
The details are also displayed for each highlighted lineAnchor
Print
'Details', Internal Notes', 'Completion Notes'
This report includes Details, Internal and Completion Details