jethro-pmm
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tbar0970
Task/proceure lists
Jethro revolves around 'views' and 'calls' for most functions. At present a person wanting to perform a 'procedure' may need to set a number of parameters in a view before they can perform the 'procedure' they want. It should be possible to create a list, similar to how reports work, where the values are pre-populated. Alternately or as well there could be a list that invokes the 'call' which is normally called by the view. This might be a simpler thing to implement - it could be an option to 'Save to action list' which saves the URL and post data into an 'action list' table.
Current procedure for recording regular attendance at the Sunday morning service
- Go to Attendance->Record
- Select status 'Current' in group 930service Enter the data and save Then repeat for status 'Unofficial'
Doesn't seem complicated for the likes of you and me but some, especially when they haven't used computers in their work life (and sometimes even if they have) find the concept of group and status codes difficult to understand. Especially so if the above is all they are required to do.
The next step in the above is to run a report and generate a document.
- Go to Person->Reports
- Select report run 'Statistics worksheet'
- Choose 'Merge Document'
- Select template 'Statistics worksheet'
- click run
- click ok when it asks if you want to select all
- finally save as and then open and then print All of the above except the final step could be done with a pre-configured call
Yeah, so it's like a saved shortcut. In many cases the logic would include some date calculation, eg "this Sunday". Part of this can be achieved already by saving a browser shortcut to a certain page with certain query string vars.
Question:
Select status 'Current' in group 930service Enter the data and save Then repeat for status 'Unofficial'`
Why don't you just record attendance for both statuses in one go?
Because the worksheet lists the 'Current' people first then the 'Unofficial' people at the end and space to add new 'Unofficial' people. The 'Current' people are all nicely in alphabetical order. The 'new' 'Unofficial' people are all over the place.