Creating a New Item Activity Group

The Item Activity process lets you search for items for which you track activity and put them in a group. You can save these groups, so that the next time you use the Item Activity process, you can quickly display items in a group.

The Item Activity process uses a compound search in its initial screen, but can also search using a simple search screen or where clause. You can also handpick items from your search results to assure that your group contains only those items that you want it to contain. Your group can contain any items in your database that have statuses you track. Your system administrator specifies the item statuses that Horizon tracks.

To create a new item activity group

1 Start the Item Activity process.

The default location of this process is the Cataloging\Item Record folder on the navigation bar.

2 Search for and display items that you want to include in your item activity group using a Compound Search, Simple Search, or Where Clause. (For instructions, see Displaying Information about Trackable Items.)
3 Highlight the items in the List Item Activity window that you want to include in your new group.

To highlight the entire list, choose Edit, Select All.

4 Choose Group, Create Group.

Horizon opens the Create Group dialog box:

If you have previously retrieved or created a group during this session, Horizon displays the name of that group in the Group Name field.

5 Enter a new name for the group in the Group Name field.

You can add a date as part of the name to help you keep your groups organized.

6 Click OK.

Horizon returns to the List Item Activity window.

You can now export the items in the list to a file (such as HTML or text), or print a summary report of activity on the items.

 


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