To Do List Window

This window allows you to view Notepad items (To Do List) that are assigned to you. The default query is d_np_to_do.

When you open the To Do List window, you will see all of the rows from the Items table that are stamped with the Module/Access Codes that have been assigned to you by the system administrator. The rows you see in this window are controlled by rights given to you in the Notepad Users window. You can filter rows displayed in two ways:

1. By using the customizable default query (d_np_to_do). To use the query, click the Load button at the bottom of the screen.

2. By entering a User ID and selecting the Completed, Pending, or All radio button. The appropriate rows automatically display when you enter your criteria.

Columns

Buttons

To edit an item, highlight the row you want to edit and click on this button to open one of the Edit Items windows (Action, Action List, or Event).

If you use the customizable query on the To Do List window, you must click the Load button to display the resulting rows on the window.

Clicking the Add Action button opens the Add Action window after verifying the ID Number on the Select ID Number window.

Clicking the Edit Name button opens the Name Entity window.

This button is not available until you select a row. Clicking this button opens the Notepad window for the ID Number from the selected row.

How To

1. Open the To Do List window.

2. If you want to generate the To Do List via the d_np_to_do query, click the Load button.

3. If you want to generate the To Do List via user criteria, select the User ID from the drop-down list, click the Complete or Pending or All radio button, and press Enter, which displays the To Do List.

1. Open the To Do List window.

2. Click the Add Action button.

3. The Select ID Number window opens.

4. Enter the ID Number for whom the action is intended and press the Enter key, which populates the corresponding name column of the ID Number.

5. Click OK.

6. The Add Action window opens.

7. Enter the appropriate information.

8. Click OK.

To view the To Do List of another user, type in the User ID.

1. Open the To Do List window of the user signed on to this computer.

2. The To Do List window displays the pending items. You can view only completed items by clicking the Completed radio button or you can view completed and pending items by clicking the All radio button.

3. To edit an item on the To Do List, select the item and click the Edit Item Details button.

4. The appropriate Edit Item window (Action, Action List, or Event) opens, where you can edit the item.

This option is available only in the Admissions module.

1. Open the To Do List window.

2. After populating the To Do List window, select the appropriate row.

3. Right-click and choose Run Report.

4. The Candidate Profile Report for the selected row is displayed.

1. Open the To Do List window.

2. Click the Load button.

3. Data meeting the d_np_to_do query criteria populates the window.

1. Open the To Do List window.

2. Populate the window via the query (click the Load button) or via the User ID and Complete/Pending/All radio button.

3. Highlight the appropriate row.

4. Right-click and choose Send Email.

5. A message form opens with the e-mail address of the selected ID Number in the To column.

6. Enter and send the message.

Select User		Controls
	User ID		Query	Customize
	Complete/Pending/All
Complete
Date Completed
ID Number
Name
Start Date
Start Time
Description
Phone
Action
Action List
E-mail Address

To Do List Window

Columns

Buttons

How To

Related Topics