Related topics
Follow-up actions are used for the planning and reporting of project-related activities that should not be invoiced. Performed actions are reported on the Actual follow-up maintenance panel and saved in a history file. You can therefore keep track of the planned actions and see when they have been dealt with.
This panel displays the reported follow-up actions for a specific follow-up code.
Selection fields
The selection fields on this panel can be used separately or in combination with each other. If several fields exist on your panel, then the first field is always a positioning field.
The following selection types exist in tables, enquiries and files:
- Positioning
Used to display the sequential list, starting with the character or value that you have entered.
If only one positioning field exists on your panel, then it can be used in two ways. If you enter part of the value/code, the field will function as a positioning field. If you enter a complete value/code, the field will function as a direct access to that record.
Note: 'Work with' programs never give you a direct access.
- Exact match
Used to narrow down the number of records in a list. Only records that are equal to the value you have entered will be displayed.
- Search
Used to find a specific record in a list. Enter a search argument consisting of one or several characters. All records that hold the search argument that you have entered will be displayed.
Note: This selection type is primarily used for description-related fields (free text fields combining upper and lower case letters).
- Code
- The follow-up code and description. The system displays all actions with this code as planned follow-up code.
- Pl Dat
- The planned date.
- Number
- The project/quotation number.
- Line
- Code
- The planned and actual follow-up codes.
- Description
- The description of the planned and actual actions.
- Act date
- The actual date of the action.
- Act handl
- The actual handler that has executed the action.
- Status
- The code indicates the status of the action.
Valid codes are:
| Code |
Description |
|---|
| Blank |
Open |
| 9 |
Closed |