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History (General) Window


The History windows all contain a list box that displays assignments which were assigned or concluded during a period you specify. Any repeating assignments that were open during that period are also included, even though they may not have been assigned or concluded in the time period. The History (General) window covers all the assignments given or received by the User unless System Preferences allow the assignments of every person entered in DELEGATOR to be displayed. The list box displays the assignment name, the person responsible, the assignment priority, the date it was assigned, the date it was due and the date it was concluded. Clicking the tabs changes the order of the assignments.  Although History windows and reports are intended to let you review a period in the past, you can specify any period past or future.



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TABS

By Date Assigned  Assignments assigned during the specified period are listed from earliest date assigned to latest.

By Priority  Assignments assigned during the specified period are listed in order of importance from 1 (most important) to 9 (least important).

By People  Assignments assigned during the specified period are grouped by person and listed in order of date assigned.

By Date Concluded  Assignments concluded, rather than assigned, during the specified period.

By Assignment Name  Assignments assigned during the specified period in alphabetical order.

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ENTRY BOXES

Include Secondary  Include Secondary assignments in the display.

View All  Include the assignments of all users you have view rights for.  Unchecked only assignments you have given or received will be displayed.

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FIELDS

Period Start  The first day of the period you want to review. You can enter a date or use the Cal button to call a pop-up calendar for selecting a date.

Period End  The last day of the period you want to review. You can enter a date or use the Cal button to call a pop-up calendar for selecting a date.

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BUTTONS

Change/View  Lets you view and change the details of the highlighted assignment (double clicking the highlighted assignment achieves the same result).

Insert  Calls a blank Assignment Information window for you to add a new assignment.

Conclude  Concludes the highlighted assignment. Scheduling Software home