A couple of suggestions for the weekly report.

LegacyUser

marlenepitman said: If the report is to be useful it would help to be able to go straight from a person on the report to the list of changes just for that person (ie the favourites list filtered for the person). That way the detail of the changes is easily seen (better still, just have those details on the report so they can be seen immediately). As it stands you have to find them on the favourites list.

Another really useful thing would be to have an option to have a checklist on each person. As these weekly reports are static lists, and they are intended for our review/action, it would be GREAT to be able to check off the ones that have been looked at so they can be actioned over several times. Sometimes the list is quite long (I'm following nearly 4000 people!).

Hopefully these suggestions will be of use.

LegacyUser

Gordon Collett said: Regarding your first suggestion, if you click on the person's name you bring up the summary card:



Right-clicking on the card opens the person's family tree record in a new tab or window were you can just scroll down to the Change Log and see what has been done.

Regarding your second suggestion, that sounds like a great idea. I assume you mean something like this:



When I've had long lists, I've tried to print it out or save it as a PDF and cross items off as I've dealt with them. That has never worked very well. It would be very nice to be able to check them off right in the notification, especially when there have been major changes I'll need to invest a lot of time in. Scrolling down and checking off all the straightforward, easy, clearly correct items first and saving the hardest for last no matter where they are on the list would help me make sure I didn't miss anything. It would also let me read a notification and come back to it later. If I do that now, I'm always concerned I'm going to forget that I haven't actually checked the changes yet.

LegacyUser

marlenepitman said: Thanks Gordon. Yes, I do understand that there are ways to get to the detailed information, but the point of the weekly report is to alert us to changes. These changes are displayed in some detail on the 'Following' pages, but on the weekly report there is just an indication of the type of change. You then have to go searching elsewhere to find out more. The old emails gave better information, as you could tell straight away exactly what the change was, and whether or not you needed to check it out more. A good example was someone tidying up a birthplace by changing to standard form, or changing Oct to October in a date. The change has no material impact, and therefore probably not needing to follow up. Currently this will just appear as 'Vital' and several steps needed to find out the detail of the change. I think all the pieces are there to make this much better.... just displaying the same dropdown for the person that appears on the following list would be sufficient.

And yes, glad you agree re the checklist. If there are, say, 20 people to be checked, and a couple prove to be tricky and need more time, one should have to note that someone else.... just an option to tick off here would be wonderful.