<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=Windows-1252">
<style type="text/css" style="display:none;"> P {margin-top:0;margin-bottom:0;} </style>
</head>
<body dir="ltr">
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof">
Hi</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof">
<br>
</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof ContentPasted0 ContentPasted1">
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 (<a href="https://archivesspace.atlassian.net/wiki/spaces/ArchivesSpaceUserManual/pages/894435657/Managing+Assessments" id="LPlnk170114">https://archivesspace.atlassian.net/wiki/spaces/ArchivesSpaceUserManual/pages/894435657/Managing+Assessments</a>)
and Custom Reports (<a href="https://archivesspace.atlassian.net/wiki/spaces/ArchivesSpaceUserManual/pages/2914877469/Creating+Managing+and+Running+Custom+Reports" id="LPlnk904793">https://archivesspace.atlassian.net/wiki/spaces/ArchivesSpaceUserManual/pages/2914877469/Creating+Managing+and+Running+Custom+Reports</a>)</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof ContentPasted0 ContentPasted1">
<br>
</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof ContentPasted0 ContentPasted1">
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).</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof ContentPasted0 ContentPasted1">
<br>
</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof ContentPasted0 ContentPasted1">
Hope that helps!</div>
<div style="font-family: Calibri, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);" class="elementToProof ContentPasted0 ContentPasted1">
Joshua<br>
</div>
<div id="appendonsend"></div>
<hr style="display:inline-block;width:98%" tabindex="-1">
<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> archivesspace_users_group-bounces@lyralists.lyrasis.org <archivesspace_users_group-bounces@lyralists.lyrasis.org> on behalf of admin@ancestralwork.org
<admin@ancestralwork.org><br>
<b>Sent:</b> Wednesday, February 22, 2023 3:34 PM<br>
<b>To:</b> archivesspace_users_group@lyralists.lyrasis.org <archivesspace_users_group@lyralists.lyrasis.org><br>
<b>Subject:</b> [Archivesspace_Users_Group] Record Progress Tracking</font>
<div> </div>
</div>
<style>
<!--
@font-face
{font-family:"Cambria Math"}
@font-face
{font-family:Calibri}
p.x_MsoNormal, li.x_MsoNormal, div.x_MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif}
p.x_MsoPlainText, li.x_MsoPlainText, div.x_MsoPlainText
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif}
span.x_EmailStyle17
{font-family:"Calibri",sans-serif;
color:windowtext}
span.x_PlainTextChar
{font-family:"Calibri",sans-serif}
.x_MsoChpDefault
{font-family:"Calibri",sans-serif}
@page WordSection1
{margin:1.0in 1.0in 1.0in 1.0in}
div.x_WordSection1
{}
-->
</style>
<div lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<table border="0" cellspacing="0" cellpadding="0" width="100%" align="left" style="border:0; display:table; width:100%; table-layout:fixed; border-collapse:seperate; float:none">
<tbody style="display:block">
<tr>
<td valign="middle" width="1px" bgcolor="#A6A6A6" cellpadding="7px 2px 7px 2px" style="padding:7px 2px 7px 2px; background-color:#A6A6A6">
</td>
<td valign="middle" width="100%" bgcolor="#EAEAEA" cellpadding="7px 5px 7px 15px" color="#212121" style="width:100%; background-color:#EAEAEA; padding:7px 5px 7px 15px; font-family:wf_segoe-ui_normal,Segoe UI,Segoe WP,Tahoma,Arial,sans-serif; font-size:12px; font-weight:normal; color:#212121; text-align:left; word-wrap:break-word">
<div>You don't often get email from admin@ancestralwork.org. <a href="https://aka.ms/LearnAboutSenderIdentification">
Learn why this is important</a></div>
</td>
<td valign="middle" align="left" width="75px" bgcolor="#EAEAEA" cellpadding="7px 5px 7px 5px" color="#212121" style="width:75px; background-color:#EAEAEA; padding:7px 5px 7px 5px; font-family:wf_segoe-ui_normal,Segoe UI,Segoe WP,Tahoma,Arial,sans-serif; font-size:12px; font-weight:normal; color:#212121; text-align:left; word-wrap:break-word">
</td>
</tr>
</tbody>
</table>
<div>
<div class="x_WordSection1">
<p class="x_MsoNormal">Hi All,</p>
<p class="x_MsoNormal"> </p>
<p class="x_MsoPlainText">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.
</p>
<p class="x_MsoPlainText"> </p>
<p class="x_MsoPlainText">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.</p>
<p class="x_MsoPlainText"> </p>
<p class="x_MsoPlainText">If somebody could point me in the right direction with a support document that would be much appreciated.</p>
<p class="x_MsoPlainText"> </p>
<p class="x_MsoPlainText">Thank You</p>
<p class="x_MsoNormal"> </p>
</div>
</div>
</div>
</body>
</html>