The Diary file stores the following data for every record in the Object and Activity files:
oStatus History - records Procedural Status changes.
oA schedule of statuses - records the person or due date for a future Procedural Status change
oA schedule of tasks - records any actions required for a record (for example, photograph object).
oCosts associated with any task - records monetary or time amounts spent or budgeted for a task.
Tasks can be created for:
1.Object, Person, Photo/AV, Site and Activity records. Each of these datafiles have a Tasks & Their Costs window.
2.A general task, not associated with an activity or object.
Tasks can be assigned to a Procedural Status and brought to the user's attention when that Procedural Status changes. For example, on entering details of an Acquisition Proposal the user may be offered a To Do List of common tasks such as Allocate Funds or Check Validity of Title.
Accessing the Diary
There are two windows where you can update diary entries:
1.The Diary window.
2.The File specific Diary windows (for example, Object > Diary window).
Diary Check
You can run a diary check, that will get all the diary records relating to a particular user/person, regardless of what file or record they relate to.
