The Item Activity process saves the groups that you create. Once you display items in a specific group, you can sort the items, change the type of activity that displays for the items, or even choose from items in existing groups to create additional groups.
A group created by someone else may have been created for a specific reason. Do not make any changes to a group or the items in it without checking with the person who created it. (For more information, see your system administrator.)
To use an existing item activity group
1 | If the List Item Activity window is not open, do these steps: |
a | Start the Item Activity process. |
The default location of this process is the
Horizon opens the List Item Activity window and a Compound Search window.
b | Click Cancel. |
Horizon displays an empty List Item Activity window.
2 | If Horizon already displays the List Item Activity window, choose Group, Retrieve Group. |
Note: When you retrieve an existing group, Horizon replaces any existing data in the List Item Activity window. Make sure that you finish working with any existing data in the List Item Activity window before retrieving a group.
Horizon opens the Retrieve Group dialog box:
3 | In the Group Name field, enter the name of the saved group that you want to use, or click Groups to choose from a list of existing groups. |
Important: If you click Groups to display a list of existing groups, Horizon displays a list of all groups that you or another staff member have created using the Item Activity process as well as the Item Group Editor. Make sure you do not try to use groups that you created using the Item Group Editor.
The Item Activity process will only display items with statuses that your system administrator has specified as trackable. If you choose a group created using the Item Group Editor, Horizon displays only those items that have a trackable status. If no items in the group have a trackable status, no items will display when you display the List Item Activity window.
4 | Click OK. |
Horizon displays the group items in the List Item Activity window.
5 | If you want to leave the original group unchanged, do these steps: |
a | Choose items from the group to create a new group. |
To highlight the entire list, choose Edit, Select All.
b | Choose Group, Create Group to save the items you chose as a new group. |
Horizon opens the Create Group dialog box:
If you have previously opened a group during this session, Horizon displays the name of that group in the Group Name field.
c | Enter a new name in the Group Name field. |
You can add a date as part of the name to help you keep your groups organized.
d | Click OK. |
Horizon saves a second copy of the group under the new name.
You can now choose to do these tasks:
• | See "Printing a Statistical Summary of Item Activity" |
• | See "Printing an Item Activity Report" |
• | See "Exporting Item Activity to a File" |
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