Survey screen for the overviews 'As owner' and 'As manager'

Columns on the screen

Owner or Manager: This field contains the name of the manager to which the items have been sent by the selected manager (in the overview: 'As owner'), or the name of the manager who has sent the items to the selected manager (in the overview: 'As manager'), respectively.

Number: This field contains the number of items sent from the selected manager to the manager in the overview, or the number of items that the manager in the overview has sent to the selected manager, respectively.

Options on the screen

Modify due date (+): this option enables you to modify the due date of the items that the manager is responsible for.

Please note!

After using this option, your modification will not be displayed. Use the option 'View list of items (+)' to view the (new) due date

List of items (+):- this option enables you to view a list of the items that the manager has received. After choosing this option an overview screen is displayed:

Columns on the screen

Item: The item number of the item is shown in this field.

Title: This field contains part of the title of the item.

Coll (status): The collection number of the collection in which the item is included is displayed in this field. The status of the collection is displayed in parentheses.

Sent: The date that the collection was sent is displayed in this field.

Due: The due date of the item is shown in this field.

Options on the screen

Item info (+): Select an item and then this option in order to view more information about the item. Once you have selected this option, the system will switch through to AFO 423 ('Item control'). Read the description for this AFO for more information.

Output: Select this option to create output. When you select this option, an input screen will be displayed. Indicate the type of output you want to create. The system distinguishes between the following types:

·         Unsorted standard print format;

·         Sorted standard print format: sorted based on author and title using the !Author and !Title element group profile definitions.

·         Vubis.

·         File via export profile; allows for export in ISO2709 format

Unblock: Select this option to unblock all items in the overview.

Display from item: This option can be used to browse through the list and go directly to the item entered.

Copy to savelist: Select this option to include items in the list in a save list. When you select this option, an input screen will be displayed. Enter a save list (or select a save list from the list of existing save lists) and enter, if desired, a comment.

Block: Select this option to block all items in the overview. The items can then no longer be checked out.

Survey screen for the overviews 'Collections sent' and 'Collections received'

Columns on the screen

Collection: The number of the collection, the manager to whom it was sent and the date it was sent are displayed in this field.

Number: The number of items sent in the relevant collection is shown in this field.

Options on the screen

List of items (+):- this option enables you to view a list of the items that the manager has received. After choosing this option an overview screen is displayed, that is similar to the one for the overviews 'As owner' and 'As manager'.

Modify due date (+): this option enables you to modify the due date of the items that the manager is responsible for.

Please note!

After using this option, your modification will not be displayed. Use the option 'View list of items (+)' to view the (new) due date

In the overviews 'Collection's sent' and 'Collections received', the same options are available as in the overviews 'As owner' and 'As manager'. Read that section for more information.