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Recurrence

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Field

Description

Ref No

Automatically allocated on saving. Numbering is updated by System numbers form, field TodoNo 

Assign To

Select from search window. Displays all active staff records

Assign By

Automatically populated on saving with the login user first name of the person who created the record

Modified By

Automatically populated on saving changes with the login user first name of the person who last modified the record

Due Date

Prompts to the creation date. Edit as required

Due Time

Prompts to the creation time. Edit as required

Duration (hours)

Expected time to completion

Priority

Select from drop down list

Status Tracking

Tick this box to select a status

Status

Select from drop down list. Additional options can be added in the To-Do Control Maintenance form

Complete

Displays the % attached to the status and can be moved manually

Notify assigner when it is complete

Message is sent when status is set to Complete

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