Projects/Australian Mining & Exploration Title Services (AMETS)

Extractions

active
Total logged
26h 30m
Uninvoiced
0h 0m
Entries
24
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey2426h 30m
Recent time entries
Last 24
DateDescriptionWhoDurationStatus
31 Mar 2025Service Agreement Export - Add new fields to record admin based on request from Kate - Make changes to the export to include the new fields - Ensure notes fields comes through to the export with comma separators - Test export with successCaleb Harvey2h 30minvoiced
24 Mar 2025Service Agreement Export - Create new button on system page to export service agreement clients - Based on fields sent through from kate, script a loop on each contact with a service agreement date record and apply the column fields into a variable - Once looped, add the headers to the variable and send as an excel type doc to the server saved records - On the client side, access this record and pull down to the users machine and export onto their system - SuccessCaleb Harvey1h 45minvoiced
28 Feb 2025Export Finance Data - Create a csv export for new group report financial dataCaleb Harvey1h 30minvoiced
21 Jan 2025Web Direct Exports - Anitas search buttons aren't exporting correctly anymore on web direct - Go through each script to see where the step fails - In one, the new export method for web direct had to be applied where the card to say okay pops up and clears the global variables at this stage - Another script had the globle variables being wiped at an unnecessary step causing blank data to come through - Correct with SuccessCaleb Harvey1h 0minvoiced
20 Jan 2025Export "GR" Reports and Tenements - Find all GR associated group reports - Ensure they are NT only - Go to related tenements records - Export state, tenmeent, account, holder, user, and report name - SuccessCaleb Harvey0h 45minvoiced
6 Jan 2025Group Tasks Missing - Performed a find for all group tasks completed in 2024 with no 2025 task created - Exported and sent through to AnitaCaleb Harvey1h 0minvoiced
18 Sept 2024Extraction of All SA - Create an extraction to excel of all SA tenements including extras fields and information to send to AnitaCaleb Harvey1h 0minvoiced
2 Aug 2024Extracting all Expiry, EOT and EOT Reminders that have been completed that have a date forward of todayCaleb Harvey1h 30minvoiced
12 July 2024SA Extraction - showing any archived actions for 2024 against all tenements – with the tenement numbers those actions relate to and the date that they have been archivedCaleb Harvey1h 15minvoiced
30 May 2024Create Script for Client Task Export - Find all client contact on the contact back end and sort by client name - Go to related client task records - If no tasks just export the line of the contact name and agreement type into the csv variable - If there are tasks loop through them with the above parameters and add the task state title and status - once looped through all tasks and contacts send the exported variable back form server to user - Set the container dump field with this variable and export it using a desktop path - Clear the variable - SuccessCaleb Harvey2h 0minvoiced
30 May 2024Extractions for Anita - Extraction Tasks associated to Jenny Johnson in the last two months and who has completed the tasksCaleb Harvey0h 45minvoiced
24 Apr 2024Updating Contact Exports to Extract Last Name before first name - Going into the export script step to find where the order is set - In the excel export, drag the name last field above the name first field so it appears first in the extraction - In the csv section, change the order of the headers around - Change the order of the fields around in the loop section of the csv export - Run both extraction's to ensure it is working correctly - SuccessCaleb Harvey0h 30minvoiced
4 Mar 2024Adding Contact Extractions - Creating three new extraction buttons on the contact page: Archived contacts with active tenements, clients with no tenements, holders with no tenements - Set the desktop path as the type of report name - Perform a new script parameter on the server for a fast report time - In the server parameter, set the users UI as a variable, set the export variable to users specifications with the text encoded for excel - Set the search variable to define the type of report - Go to the contact layout and search for all active clients/holders with no active tenements and constrain the contacts marked as other work out of the find - loop through the found set and append a new row onto the export variable with the contact name - Exit the script with the text encoded comma separated variable and store the result in the UI Dump container field - Export the field contents of the dump with the path variable name as the desktop path and clear the field - Follow the same procedure for the archived clients with active tenements only reverse the find - SuccessCaleb Harvey1h 45minvoiced
28 Feb 2024Client Task Extraction - Go to the task layout in the back end - Perform find to find all client tasks - Sort by client - Export all records as excel file which will be sorted by client to show all client tasksCaleb Harvey0h 30minvoiced
27 Feb 2024Extract tenements with no current Rent tasks - Add a temporary field to the tenement table that displays as 1 if any current pending task says "rent" - Show all tenements with this field showing as 0 - Constrain found set to show tenements only - Constrain again to show granted tenements only - Constrain again to show tenements that haven't expired - With the list left over, extract as an excel fileCaleb Harvey0h 45minvoiced
23 Feb 2024Special Reports - Create a new report to show the tenements with no expiry date - In the script, go to the directory layout and perform a find for all the Active tenements with a status of granted - Constrain the found set to only keep those with no expiry date recorded - Loop through every record and append onto a variable a new line with the data as comma separated values - once all records have been looped through, return to the original layout and set a global container dump field as the variable - Export this dump field as a csv file - Success - Speed up Tenement With No Tasks Report\ - Set the desktop path for the user in the script then perform a script on server sending through the ID of the users UI and the first line of the variable - In the server script, set the export variable as the 3rd script parameter sent through - Go to the directory layout and perform a find for active tenements with the action no tasks variable set to 1 - Loop through and set the export variable to each line for a csv file - Send this variable back through when exiting the server script to where it was called and set the dump field to the script result - Export the dump field as a csv file - SuccessCaleb Harvey2h 0minvoiced
16 Feb 2024Extraction of Tenements with multiple group tasks records - Link a relationship between the group task table and the tenement table based on the tenement ID - Create temporary calculation to equal 1 if the tenement has more than one group report ID linked to this relationship - Perform a find on the tenement screen for all active tenements that have this new field marked as 1 - Extract found tenement details into csv and send to Anita - Delete the temporary calculation on the tenement tableCaleb Harvey0h 45minvoiced
30 Jan 2024Extraction of contact emails for NSWCaleb Harvey0h 30minvoiced
30 Jan 2024Exporting all group tasks with specific parameters as to Anita's specificationCaleb Harvey0h 45minvoiced
25 Jan 2024Extraction from the system of all group reports with no tasks registered in this yearCaleb Harvey0h 45minvoiced
15 Jan 2024Import the list of tasks for Kim Paton with their new managersCaleb Harvey0h 45minvoiced
12 Jan 2024Adding Buttons for Anita To search for task duplicates and tenements without any active tasksCaleb Harvey1h 30minvoiced
22 Dec 2023Create Extraction of All Contact TasksCaleb Harvey0h 30minvoiced
22 Dec 2023Create an extraction of all irregular tasks in the systemCaleb Harvey0h 30minvoiced
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