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The Call Forward sidebar contains the following options:
Action Group
Action | Description |
|---|---|
New | Opens the Create New Item tab of the Notifications Call Up Wizard dialog. |
Edit | Opens the General view of the Call Forward Item dialog. |
Delete | Deletes the selected item. |
Call Up | Calls the selected item. |
Call Off | Calls off the selected item. |
Delay | Delays the selected call forward item. Opens the Notes view of the Call Forward Item dialog. |
Comment | Opens the Comment dialog. |
View Group
View | Description |
|---|---|
Call Forward | Opens the Call Forward view |
Programme | Opens the Programme view |
Critical Path | Opens the Critical Path view |
Filter Group
Filter | Description |
|---|---|
Incomplete | When bold, incomplete items are included in the list. |
Complete | When bold, completed items are included in the list. |
N/A Items | When bold, items that are not applicable are included in the list. |
Option Group
Filter | Description |
|---|---|
Auto Called | When ticked, Called dates are automatically populated when the Called For date is entered. |
Call Forward View
The Call Forward view displays all the relevant activities of the programme, with the supplier, work flow, payment, checklist, notification, and order details.
Call Forward Group
Column | Description |
|---|---|
# | Call forward number. Tap to open the General view of the Call Forward Item dialog. |
CC | Cost centre code. Tap to open the General view of the Call Forward Item dialog. |
Activity | Call forward activity. Tap to open the General view of the Call Forward Item dialog. |
Supplier | Supplier for the activity.
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Orders | Number of times an activity has been called. Tap to open the Items tab of the Purchase Orders dialog. |
Called | Date the activity was called. If no date has been entered, tap to enter today's date. Tap a second time to open the Select Date dialog. Tip: The Auto Called option on the side bar, when ticked, will automatically populate the Called date when the Called For date is entered. |
Called For | Called for date for an activity. If no date has been entered, tap to enter today's date. Tap a second time to open the Select Date dialog. |
Start | Date the activity was started. If no date has been entered, tap to enter today's date. Tap a second time to open the Select Date dialog. |
Complete | Date the activity was completed. Tap to open the Select Date dialog. |
% | Percentage completed for the call forward item. |
Item Comments? | Displays a tick when an activity has an associated comment. Tap to open the Comments view of the Call Forward Itemdialog. |
Item Notes? | Displays a tick when an activity has an associated note. Tap to open the Item Notes dialog. |
Payment Approval 1? | Tap to approve a purchase order payment. |
Payment Approval 2?
Checklists | Tap to open the Checklists dialog |
Image? | Displays a tick when an activity has an associated image. Tap to open the Image dialog. |
Procedures
Adding Call Forward Dates
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Tip: The Start Actual date can be automatically populated when the Complete date is entered, by setting the preference -502083 - Allow Completion without Start Date.
Programme View
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Critical Path View
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