[Archivesspace_Users_Group] Record Progress Tracking

[Joshua D. Shaw]

Hi

I think you can probably do what you need with Assessments and Custom Reports (as long as you are running v3.20 or newer). Check the help center docs for info on Assessments (https://archivesspace.atlassian.net/wiki/spaces/ArchivesSpaceUserManual/pages/894435657/Managing+Assessments) and Custom Reports (https://archivesspace.atlassian.net/wiki/spaces/ArchivesSpaceUserManual/pages/2914877469/Creating+Managing+and+Running+Custom+Reports)

If you're looking for additional functionality that those don't give you, you're probably into custom plugin territory (minimally a new subrecord with the data fields you want to track and a custom report).

Hope that helps!
Joshua
________________________________
From: archivesspace_users_group-bounces at lyralists.lyrasis.org <archivesspace_users_group-bounces at lyralists.lyrasis.org> on behalf of admin at ancestralwork.org <admin at ancestralwork.org>
Sent: Wednesday, February 22, 2023 3:34 PM
To: archivesspace_users_group at lyralists.lyrasis.org <archivesspace_users_group at lyralists.lyrasis.org>
Subject: [Archivesspace_Users_Group] Record Progress Tracking

You don't often get email from admin at ancestralwork.org. Learn why this is important<https://aka.ms/LearnAboutSenderIdentification>

Hi All,



I’m trying to find a way to flag all records entered into the Archivesspace system in order to track the work progress on each record.



I also need to generate a report showing the progress status of each record. There will be 4 different record status types that need to be tracked.



If somebody could point me in the right direction with a support document that would be much appreciated.



Thank You


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lyralists.lyrasis.org/pipermail/archivesspace_users_group/attachments/20230222/3f287957/attachment-0001.html>