Assignment and status options

On the right side of each Callsheet, you'll notice there are two sets of option buttons

• ActiveDesk (which desk the Callsheet is currently assigned to)

• Status

  • Current (work needs done on it presently)

  • Hibernate (it's sleeping for a prescribed period)

  • Delete (this Callsheet is like a garbage piece of paper; you simply want to get rid of it)

  • Job/Sale (you've created a job/sale from this Callsheet)

  • Otherwise Done (for some reason other than being used to create a ‘job/sale’, this Callsheet has similarly completed its purpose)

The last three status categories (Delete, Job/Sale and Otherwise Done) are framed somewhat separately within the list. The reason is to emphasize that it’s by being moved into one of these three categories that the Callsheet is considered “done” (and it’s only those that are in one of these categories that will be moved out of the current Callsheet workspace when, but not until, a CallsheetArchive routine is run). If the Callsheet remains in either ‘Current’ or ‘Hibernate’ status, by contrast, the supposition is that it’s not “done,” and it should not be moved out of the current Callsheet space, ever, so long as that remains the status.

Besides left-clicking on the applicable button with your mouse, you can:

• Alt-C switch a Callsheet that is presently in any other Status back into 'Current' mode

• Alt-L mark for deLetion

• Alt-D mark one for 'othrws Done'

The other two status modes, 'Hibernate' and 'Job/Sale' are similarly selected, but more events necessarily occur upon their selection than a mere change in the Callsheet's status, so these will be discussed separately.

Changing a Callsheet's 'ActiveDesk' assignment, the quick-key is Alt-S (as in "Switch desks"), or again, you can always use your mouse.

• If there is one desk in your operation, the button to switch will naturally not be present

• If there are two desks, there will be a button with each desk name so you can toggle the CallSheet to be assigned to either

• If there are more than two desks, there will be a button for your desk, and a drop down menu for the rest in your operation