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MENU and TOOLBAR
The main window for DELEGATOR has the familiar Windows-type menu and toolbar. All DELEGATOR functions operate from this menu. The toolbar contains shortcut buttons for some of the more frequently used functions.
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File Menu
System Preferences Set system-wide settings. Accessible only to System Administrators.
Users Accessible only to System Administrators.
Add/Edit Users View, change, add Users.
User Groups Create or change a User Group.
User Preferences Change preferences or password of user.
Change Password Change password of user.
Print Setup... Standard printer setup window.
Export to dBASE Export DELEGATOR data files to dBASE III format.
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Assignments Menu
Assignments Due Now View all assignments due on or before today's date listed in priority order.
Current Reminders View all uncleared reminders scheduled to appear on or before today's date.
Unseen Assignments View any assignments given to this user that have not been seen or have been changed by the owner since last seen.
Add Assignment (1 person) Create a new assignment for a single person.
Add Assignment (Group) Create a new assignment for all the people on a specified Group list.
Delete an Assignment Permanently remove an assignment from DELEGATOR.
Delete by Batch (Date) Permanently remove all concluded assignments that had a due date before a specified date in the past. (Use with care.)
Delete by Batch (Person) Permanently remove all concluded assignments of a specified person.
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People Menu
Add Person Add information for a new person to DELEGATOR.
Browse People View, change, or delete the information for all people listed in DELEGATOR.
Anniversary Dates View anniversary dates that will occur in a specified period.
Group Lists Add, change or delete Group lists.
Print Address Book Print address and phone information for people listed in DELEGATOR.
By Short Name List the people by Short Name (includes everyone).
By Last Name List the people by Last Name (includes those whose last name has been entered).
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Look Forward Menu
Look Forward (General) View all unconcluded assignments
Look Forward (Person) View all unconcluded assignments for one person.
Look Forward (Group) View all unconcluded assignments are assigned to people of a specified group.
Look Forward Time Line View all unconcluded assignments in a graphic time line
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History Menu
History (General) View all assignments that occurred during a specified period.
History (Person) View all assignments that occurred during a specified period for a specified person.
History Group View all assignments that occurred during a specified period for people in a specified Group list.
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Projects Menu
Add Project Create a new project
Browse Projects View, change and add assignments to projects.
Time Line View the time line of a project.
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Reports Prints Look Forward, History, Projects and other information.
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Help Menu
Contents Display a list of main Help topics from which you can make a selection.
Search for Help on... Do keyword search of Help on a specific topic.
How to Use Help How to use this Help facility.
About DELEGATOR Copyright notice and license information.
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Toolbar
The toolbar buttons are one-touch buttons that let you carry out tasks that would otherwise require multiple menu selections or other input. The toolbar buttons cover some of the most commonly used DELEGATOR functions.
From left to right, the toolbar buttons are:
Add a new assignment.
View assignments due today or earlier that have not been concluded.
View all uncleared reminders for today or earlier.
Add a new person to DELEGATOR.
Browse information on people entered in DELEGATOR.
View all assignments due before a specified date that have not been concluded.
View all assignments of one person due before a specified date that have not been concluded.
View all assignments that occurred during a specified period.
View all assignments of one person that occurred during a specified date.
View the time line of a project.
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