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History (Group) Window


The History windows all contain a list box which displays assignments that 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 (Group) window covers the assignments of every person on a specified Group list. 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. Assignments are grouped by each person in the Group list. 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 Person/Date Assigned Assignments are sorted by person and then for each person by date.

By Date Assigned  Assignments are sorted in date order regardless of the person.

By Priority  Assignments are grouped by person, then listed in order of importance from 1(most important) to 9 (least important).

By Date Concluded  Assignments are grouped by person, then listed by concluded date rather than by assigned date.  

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

Group  The Group list you want to cover. You can enter the Group list or click the ... button to pick the Group from a list.

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  Displays and lets you 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