The Diary Feature

The Diary Feature

Previous pageReturn to chapter overviewNext page
Show/Hide Hidden Text

The Diary is used to suppress an Action Flag in an attempt to remove the demand from My Work List for a specified period of time.

Diaries are associated with a specific demand rather than a specific user. This means that any diaries which are set for a given demand will stay with that demand even if the ownership changes.

Note: This will remove it from My Work List as long as no other factors exist that would keep it on the list.  These factors include: (a) A Message Flag is present or, (b) You have an unfinished task assigned to you.

Click to expand/collapse Set Diary

The Set Diary action can be invoked:

1.From any Demand List by clicking the Action Icon icon and then choosing the Set Diary link.
2.From an Action Flag on the Demand List or within the demand.

Once you've chosen the Set Diary action and the Set Diary popup appears:

1.Enter the number of days before the Diary expires in the Expires In column.
 
OR
2.Enter the date you wish the Diary to expire by selecting it from the Calendar (CalendarIcon).
3.Add a comment that will remind you why a diary was set.  (The more specific you are here, the less time you'll spend trying to figure out what your next step is when the Diary expires and the demand returns to My Work List).
4.Click the Set Diary button to complete the action
 
A grey flag will appear in the demand, representing the Diary.

Click to expand/collapse Set a New Diary

When you want to remove an existing diary and create a new one immediately, use the Set New Diary feature to do it all in one action.

The Set New Diary action can be invoked from within an Action Flag on the Demand List or a Demand by clicking the Diary Flag Diary Flag RAW and then choosing the Set New Diary link or from the Manage Demand menu ➔ Set New Diary.  This can be done for an active diary or an expired diary.

Click to expand/collapse Cancel Diary

When you want to remove an existing diary, use the Cancel Diary feature.

The Cancel Diary action can be invoked from within an Action Flag on the Demand List or a Demand by clicking the Diary Flag Diary Flag RAW and then choosing the Cancel Diary link or from the Manage Demand menu ➔ Cancel Diary..

Click to expand/collapse Dismiss Expired Diary

When a diary has expired, it will either "unsuppress" the Action Flag or create a new Action Flag that exists only because the diary expired.  Either way a red Action Flag will remain on your demand.  If you want to remove the demand from your Work List, and the Action Flag only exists due to the expired diary, use the Dismiss Expired Diary link to accomplish your goal.

The Dismiss Expired Diary action can be invoked from the Demand List or within a Demand by clicking the Action Flag ActionFlag Icon1 and then choosing the Dismiss Expired Diary link.

Click to expand/collapse Automatic Diaries

Automatic Diaries are diaries that get set automatically when a certain event occurs in E-Subro Hub.  Currently, there are two events which trigger Automatic Diaries.

1.Issue Demand: When a demand is Issued, an Automatic Diary is created on the demand. The number of days is set by Company configuration.  The diary is associated with the demand for which it is created and will move with the demand if the demand is assigned to another user.
2.Acceptance: When a demand is accepted (by the Demander or the Responder) an Automatic Diary is created for the Demander.  The number of days is set by Company configuration.  This removes the demand from the Demander's My Work List while awaiting payment, unless "Auto Close" is configured, but also prevents the demand from being forgotten.

See Also: