The Assignment Summary shows how many Assignments are open and closed, and charts how quickly they are being closed over time. It is available for a Procedure, for a Portfolio, and for your own or your Organization's Assignments.
Open the Assignment Summary
- For a Procedure: select the Procedure and press its Assignment Summary tab.
- For a Portfolio: select the Portfolio in the Navigation pane's Portfolios panel and press its Assignment Summary tab. It covers the Assignments of every Procedure in the Portfolio, including Draft and Archived ones.
- For your Inbox: open the Assignments Inbox with no Assignment selected. Choose Mine for your own Assignments, or All for all the Assignments in your Organization from Portfolios you can access.
What it shows
- Current: the number of Open and Closed Assignments right now.
- History: a chart for the period between Date Begin and Date End, by default the last four weeks. For each Reporting Interval (Day, Week, Month, or Year) its bars show how many Assignments were New and how many were Closed, and its line shows the Mean Hours to Close. Hover over a bar to see its dates and counts.
Guests can't see the Assignment Summary.
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