User manual

History Tab for Forms
The form history tab enables you to track form activity. Descriptions of each
action taken within the form, associated with a specific form, are listed in the
History tab. You can view the date the action was taken and what the action
was. The columns (Date and Action) are sortable.
You can export the history log as a .txt file or save it to your hard drive as an
.html file.
Only the actions pertaining to a form are recorded in the history tab. These
actions include the following:
■ Save to log
■ Edit
■ Assign
■ Respond
■ Forward
■ Close
Some actions are performed by the Buzzsaw system. For example, when an
RFI becomes overdue it is noted in the history tab as "RFI0123 became overdue".
See also:
Attachments Tab for Forms (page 320)
Routing Tab for Forms (page 319)
Versions Tab for Forms (page 323)
Assigning/Re-assigning a Form
Assigning a form enables you to assign an action to a project member or group.
Forms can also be recalled after you have assigned it.
Assigning a form
1
Create a form (page 309) like you normally would.
2 After filling in the form, click the Assign button. The Assign To dialog
box opens.
324 | Chapter 21 Working with Forms