Difference between revisions of "Action List"
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* The first column shows the reference number for this referral (chain of actions) - each referral has its own unique reference number. | * The first column shows the reference number for this referral (chain of actions) - each referral has its own unique reference number. | ||
| − | * The next column shows the due date for this | + | * The next column shows the due date for this action. |
* The client to whom the action relates is displayed - you can click on their name to see their Client Details screen. | * The client to whom the action relates is displayed - you can click on their name to see their Client Details screen. | ||
* The "Quick View" link will display a summary of the work done/needed. Hovering the mouse pointer will display a summary, and clicking on the link will show details of the referral along with the actions that have been done and those that are outstanding. | * The "Quick View" link will display a summary of the work done/needed. Hovering the mouse pointer will display a summary, and clicking on the link will show details of the referral along with the actions that have been done and those that are outstanding. | ||
Revision as of 12:47, 1 April 2014
The Action List is one of the most important areas of Charitylog for helping with day-to-day work. It displays actions:
- Actions done by users of the system
- Outstanding actions (i.e. actions that are yet to be done).
You can change the display to show:
- Actions by/assigned to any user of the system, your own actions, or everyone;
- A date range - specify how many days in the past/future you want to see;
- Actions done, actions outstanding, or a mixture of the two.
These display options can be accessed by changing the drop-down boxes across the top of the Action List, then clicking the "List Again" button to display your newly-selected options.
A good starting configuration is to set the display so that it shows your own actions, 7 days past and future, and "All Contacts Done Plus Outstanding Actions". You can change the default configuration by clicking on the link saying "User Options for" followed by your user name, which is displayed at the top of the screen next to the date.
Then, on the "Referrals/Actions Settings" tab, change the relevant options.
Your system administrator(s) can also make this change for you - have a look at the Administrator Guide for details of how to do this.
Example display of Action List items
Some typical entries on your Action List might look like this:
- The first column shows the reference number for this referral (chain of actions) - each referral has its own unique reference number.
- The next column shows the due date for this action.
- The client to whom the action relates is displayed - you can click on their name to see their Client Details screen.
- The "Quick View" link will display a summary of the work done/needed. Hovering the mouse pointer will display a summary, and clicking on the link will show details of the referral along with the actions that have been done and those that are outstanding.
- The next column shows details of the work that was done, or is to be done. If there is a lot of text, the system will shorten it and display a red arrow which you can click to expand the display.
- The person who the work has been assigned to is displayed;
- The date the work was done is shown. In the case of outstanding actions, i.e. work which is not yet done, this column will be blank.
- The Project that the action relates to is shown
- The person who entered the work is also displayed
- Finally, if this is an outstanding action, an "Update" button will be displayed, which will take you directly to the entry screen to log the fact that this action has been done.
