Author: Editor Editor

A tool that enables a Performer to assign one or more a Sub- Items to a New Performer.

When the Performer of a Production Item determines that the execution of a Production Item should be accomplished by one or more other Performers, the Performer can redirect the Production Item to one or more Sub- Performers.

When Redirect is used, a Redirected Production Item is created. The Original Performer becomes the Sub-Owner of the Redirected Production Item.

The Tag Date of the Redirected Production Item cannot be after the Tag Date of the original Production Item.

The Production Item cannot be Completed until the Redirected Production Item is Completed.

The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?

The following is a picture showing the Redirect Process:

Performer

When the Performer redirects a Production Item, the Production Item is removed from the Performer’s Overall Inbox folder (unless an option is selected to retain the redirected item in the Performer’s Overall Inbox folder).

The Production Item remains in the Performer’s Overall Inbox > Production Items Assigned to Me folder and a copy of the Production Item appears in the Performer’s My Redirected Items folder.

Sub-performer

When the Performer redirects a Production Item, the Redirected Production Item appears in the Sub-Performer’s Overall Inbox folder and Production Items Assigned to Me folder.

The Owner’s Viewpoint – What happens to the Production Item from the Owner`s viewpoint?

Owner

When the Performer redirects a Production Item, the Production Item remains in the Owner ‘s Pending > Production Items Assigned by Me folder.

When opening the Production Item, the Owner can see the Redirected Production Item as part of the original Production Item.

Owner of redirected Production Item – the sub-owner

When the Performer redirects a Production Item to a Sub-Performer, the Performer of the original Production Item becomes the Sub-Owner of the Redirected Production Item. The Redirected Production Item appears in the Pending folder

and in the Production Items Assigned by Me folder of the Owner of the Redirected Production Item.

Note: All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Item.

A tool that enables an Owner to delete the Production Item.

The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?

When an Owner deletes the Production Item, the Production Item is removed from the Performer‘s Overall Inbox folder

and Overall Inbox > Production Items Assigned to Me folder.

A message will be received in the Performer‘s Overall Inbox folder informing the Performer of the deletion action.

The Owner’s Viewpoint – What happens to the 3 from the Owner`s viewpoint?

When an Owner deletes the Production Item, the Production Item is removed from the Owner ‘s TimeMaker Sent Items > Pending > Production Items Assigned by Me folder  and moved to the Owner ‘s TimeMaker Sent Items > Completions > Deleted TM Items.

All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Items. 

Tag Items Out of Inbox

All Production Items that are tagged by the user and hidden from the TM Inbox folder until their Tag Date. On the Tag Date, these items are moved from the Tag Items Out of Inbox folder to the TM Inbox folder.

A tool that enables the Owner of a Production Item to transfer Ownership of the Production Item to some other TimeMaker User as a New Owner .

The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?

When the Owner of a Production Item Delegates the Production Item to a New Owner , the Production Item remains in the Performer‘s Overall Inbox folder

and Overall Inbox > Production Items Assigned to Me folder.

The Owner’s Viewpoint – What happens to the Production Item from the Owner`s viewpoint?

Original Owner
When the Owner of a Production Item Delegates the Production Item to a New Owner , the Production Item is removed from the Original Owner ‘s TimeMaker Sent Items > Pending > Production Items Assigned by Me folder.

New Owner
When the Owner of a Production Item Delegates the Production Item to a New Owner, the Delegate notification communication appears in the New Owner’s Overall Inbox folder.

The Production Item appears in the New Owner’s TimeMaker Sent Items > Pending folder

and TimeMaker Sent Items > Pending > Production Items Assigned by Me folder.

All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Item. 

  A tool that enables the Owner of a Production Item to reassign the Production Item to a New Performer.

The Owner’s Viewpoint – What happens to the Production Item from the Owner’s viewpoint?

When the Owner of a Production Item reassigns the Production Item to a New Performer, the Production Item remains in the Owner’s TimeMaker Sent Items > Pending > Production Items Assigned by Me folder.

Note: All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Item.

A tool that enables a response to a Query, Clarify, Answer or Data.

A Clarify request can be originated by the Performer of a Production Items.

A Query, Answer or Data can be originated by a Performer, Owner or other TimeMaker User with access rights to the Production Items.

The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?

When the Owner of a Production Items uses Answer to respond to a Query, Clarify, Answer or Data, the Answer appears in the Overall Inbox folder

of the TimeMaker User who originated the Query, Clarification, Answer or Data until it is either answered or closed.

The Production Items remains in the Performer‘s Overall Inbox folde

and Overall Inbox > Production Items Assigned to Me folder.

The Owner ‘s Viewpoint – What happens to the Production Item from the    Owner `s viewpoint?

When the Owner of a Production Items uses Answer to respond to a Query, Clarify, Answer or Data, the Production Items is moved out of the Owner ‘s Overall Inbox folder

and TimeMaker Sent Items > Pending folder

and moved to the Owner ‘s TimeMaker Sent Items > Pending > Production Items Assigned by Me folder.

The Answer communication appears in the Owner ‘s TimeMaker Sent Items > Pending folder and remains there until it is closed by the Performer.

All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Items.

Description	The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?	The Owner’s Viewpoint – What happens to the Production Item from the Owner`s viewpoint?
Print A tool that enables the printing of the details of the selected Production Item.	When a Senior bypasses the Owner of a Production Item, there is no difference from the Performer‘s viewpoint if an action is made by the Owner of the Production Item or a Senior acting as the Owner of the Production Item.	When the Owner of the Production Item selects a Production Item and clicks Print, the details of the Production Item will be printed.

Note – All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Item.

What is it?

The TimeMaker Smart Search is a unique and powerful tool allowing the User, based on User Rights, to search for any Contact and see all communications with that Contact. With full User Rights, the User will see not only the communications the User had with the Contact, but all communications between any person in the organization and that Contact, and all the attachments for each communication. The SS presents the communications in an organized manner so you can request the communications per Subject for example, allowing you to view a thread of communications. You can request presentation of the data in various manners and execute keyword searches on the selection.

You can access the SS from anywhere in TimeMaker by pressing F3.

It is a VERY powerful tool.

What happens if clicked?
The TimeMaker Smart Search window will open allowing you to execute a search.

Description

A tool that enables the sending of information relevant to a Production Item to any TimeMaker or email user.

The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?

When the Owner of a Production Items uses Data to send information relevant to a Production Item, the Production Item remains in the Performer’s Overall Inbox folder

and Overall Inbox > Production Items Assigned to Me folder.

The Data communication appears in the Performer’s Overall Inbox

folder and remains there until it is closed or answered by the Performer.

The Owner ‘s Viewpoint – What happens to the Production Item from the Owner `s viewpoint?

When the Owner of a Production Items uses Data to send information relevant to a Production Item, the Production Item remains in the Owner ‘s TimeMaker Sent Items > Pending > Production Items Assigned by Me folder.

The Data communication appears in the Owner ‘s TimeMaker Sent Items > Pending folder

and remains there until it is closed or answered by the Performer.

Note: All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Items.

Description

A tool that enables the Owner to initiate an information request about a Production Item.
The Owner can request the information from the Performer or from any other TimeMaker or email user using the Query action.
The recipient of the Query is expected to provide the information requested by using Answer.

The Performer’s Viewpoint – What happens to the Production Item from the Performer’s viewpoint?

The Production Item remains in the Overall Inbox folder and Overall Inbox > Production Items Assigned to Me folder.

The Query communication appears in the Overall Inbox folder

of the TimeMaker User that received the Query and at the email inbox of the email user that received the Query.

The Owner’s Viewpoint – What happens to the Production Item from the Owner`s viewpoint?

The Query communication appears in the Owner ‘s TimeMaker Sent Items > Pending folder.

The Production Item remains in the Owner ‘s TimeMaker Sent Items > Pending > Production Item assigned by Me folder.

Note: All Action Toolbar buttons can be accessed from the Action Menu by right-clicking the Production Item.