Overview
The Diary screen can be accessed from the toolbar in master file screens. The Diary screen is available for all master file screens that have been converted to WinTeam 5.x.
- AP Vendor Diary
- AR Customer Diary
- FA Asset Diary
- INV: Item Diary
- JOB: Diary
- PAY: Employee Diary
- PAY Other Compensations Diary
- PAY Other Deductions Diary
- WS Schedules Diary
The Diary enables you to keep notes concerning issues or to track using Follow Up Dates. You can use it to record any interaction you want to remember—such as a phone conversation or a handwritten letter you mailed or received. The records are sorted by Entry Date.
A Diary Report can be run for the following Diaries: AP, AR, FA, INV, HR (Employees, Compensations, and Deductions), JOB, and WS. Each Diary report option screen is the same with the exception of the Category/Records container. The Category/Records are specific to each Diary. The HR Diaries have special security, so be sure to review those specific topics. Each Diary Report can be accessed from the modules reports menu.
In order for a user to run the Diary Reports, a user must belong to the SYS ALL Security Group or you will need to create a custom security group adding the applicable Report Diary screens.
Security
Each Diary has its own security group with the Insert Only and Read-Only features available.
- AP Vendor Diary
- AR Customer Diary
- FA Asset Diary
- JOB Diary
- Employee Diary
- PAY Other Compensations Diary
- PAY Other Deductions Diary
- SYS Diaries
- TB Prospect Diaries
- WS Schedules Diaries
Each Diary is a screen within each <Module> ALL Security Group.
Example: The AR Customer Diary screen is part of the AR ALL.
These screens are part of the SYS Diaries ALL Security Group. The SYS Diaries ALL Security Group also includes these Add Edit Lists with the Deny Set Active/Inactive and Deny Set Default features available:
A typical Diary supports the following features:
- Filter Rows - For more information see Using the Filter Row Feature.
- Choosing Columns to display in the grid using the Field Chooser
- Group By functionality
- Right-click functionality
For more information see Understanding Grids.
Grid
Entry Date
Enter the date for the diary item. The system automatically assigns today's date, but you can change it if needed.
User From
WinTeam automatically populates this field with the User who was logged on when the entry was made.
Contact
Enter a Contact.
Type
Each Diary screen allows you to specify a Type. See each Diary screen for details on available fields.
Issue Closed
Click the Issue Closed check box if you no longer want to have the diary item listed as "open".
Follow Up Date
Enter a date you want to follow up on this entry.
Notes
Enter any Notes that are applicable to this Diary entry.
Event ID
The Event ID allows you to create a link to another diary item.
By assigning the same Event ID, you can view the records in Event ID order.
Create button
The Create button is used to link an existing diary line to a new diary line. If you are on a diary line that you want to create the "link" to, click the Create button. The system will start a new line and the new line will have the same Event ID as the one that it was created from.
Change Info
When you hover over this image, you will see the User Added/Changed and Date Added/changed information.
You can also right-click on the Change Info button to filter for records added or changed by a specific user or date.
For detailed information, see WinTeam Basics.