startToolbar - Assignments
How To

Toolbar - Assignments

CCH Practice Management
Last update: Reading time 3 minutes
AssignmentsNavigation
    The Find Assignment results window allows you to view a summary of the assignments, schedules and jobs created for all clients across the business.

    Toolbar - Assignments

    To access the global assignments lists, navigate to Assignments from the toolbar, as seen below:

    clipboard_ec0457569dbfd9f6f1525a614ac501d0f.png

    The Results List

    After you have entered the search criteria, the Find Assignment results page displays information in two tables.  The table in the top half of the page lists Assignments highlighted in light blue followed by the Jobs associated with that particular assignment.

    It shows open assignments as well as Unposted WIP, Posted WIP, and Total WIP. If you want to view details of closed assignments, select the Show Closed Assignments check box to add them to the list.

    Viewing Assignments

    Assignments are highlighted in light blue. To view the details of a specific assignment:

    • Double–click the assignment row. The Assignment Details page opens.

    • Click the Name field.  The Assignment Details page opens.

    Viewing Jobs

    If the row is not highlighted in blue, the row is a job. Click the Name field. The details for the job is displayed.

    Note: you cannot delete an assignment from the Find Assignment results window. You can only delete assignments from the Clients > Assignment window.

    Right Click Popup Menu

    Right–click anywhere in either table to access the pop up menu from where you can use the Field Chooser to add or remove columns from the list. You can also display the preview panel.

    You can not add or remove a job from this view. You must navigate to a client record -  Assignments tab in order to do this.

    Preview Panel

    The table in the lower half of the window provides you with a preview of the milestone details when you click a relevant job or schedule in the top table. To preview the milestone details of all the schedules or jobs associated with an assignment, select the assignment row in the top table.

    Note: clicking the Assignment Name will take you to the details of the assignment or job.

    The preview panel is linked to the Job Management > Job Sheet home page control and allows you to update the milestone details for the chosen job. All changes made to a job in the preview panel will be visible on the home page control.

    To hide the preview panel, right click on the table and select the Hide Preview Panel option from the right click menu.

    To display the panel, right click on the table and select the Show Preview Panel option from the right click menu.

    Options

    At the bottom of the Find Assignment window, you will see the following check boxes:

    • Hide form when only one item found: Select this option to open the assignment details screen directly if the search criteria supplied results in only one assignment being identified.  If you leave this box clear you will have to either press [Enter] or double click the relevant assignment to open it.
    • Search any part of name/code: When this check box is selected it will return all assignments that contain the search criteria provided in any part of the code or name.  If you leave the box clear it will only return assignment information if the search criteria provided finds an exact match.
    • Include Closed Assignments: With this box selected assignment information for closed assignments will be included in the search results.  If the box is left clear assignments with a closed status will be excluded from the search results.
    • Include Completed Jobs: With this box selected all jobs associated to an assignment will be returned in the search results. If the box is left clear jobs with a completed status will not be included in the search results.

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