Inhalt
06 Create and manage Report Items
The report item number is a sequential identifier within a report and is unique for each report collection.
It consists of the report number (1) and the report item code (2), allowing for clear assignment and tracking of meeting items.
In the protocol view, you can edit report items directly below the cover page. Our example shows existing chapters adopted from the sample project (see chapter "Create").
- A report item in the "General" chapter can be created by right-clicking on the chapter heading (1).
- Editing a report item short form (report item title) (1) or report item content (2) is done simply by left-clicking.
- This also applies to selecting the report item status (3).
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The status determines whether a report item is carried over to the next report. An open task, as indicated in the description next to the status, is transferred to the following report.
A completed task, however, still appears in the current protocol but is not included in the next one. This way, your protocol organizes itself, and you don't have to manually delete completed items. -
Responsible persons can be assigned by dragging the desired employee from the project address book into the report item.
- After adding a responsible person, a completion date can also be set by clicking on the date field (1) to the right of the displayed person.