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purple - Business Logic Overview

User Interfaces

Forms

Add and Edit Areas of Operation

Purpose: Add and Edit Areas of Operation Data Source: AreasofOperationLookup

Input Fields: - Area of Operation ID → Area of Operation ID - Area of Operation → Area of Operation - RecNum → =GetXofY([Forms]![Frm Add and Edit Areas of Operation])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Assessment Marker

Purpose: Add and Edit Assessment Marker Data Source: AssessmentMarkerLookup

Input Fields: - Assessment Marker ID → Assessment Marker ID - Assessment Marker → Assessment Marker - Active → Active - RecNum → =GetXofY([Forms]![Frm Add and Edit Assessment Marker])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Business Premises

Purpose: Add and Edit Business Premises Data Source: BusinessPremisesLookup

Input Fields: - ID → ID - Business Premises → Business Premises - RecNum → =GetXofY([Forms]![Frm Add and Edit Business Premises])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Channel Partners

Purpose: Add and Edit Channel Partner Data Source: Channel Partners

Input Fields: - Channel Partner ID → Channel Partner ID - Channel Partner → Channel Partner - Active → Active - RecNum → =GetXofY(Forms![Frm Add and Edit Channel Partners])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Contract Type

Purpose: Add and Edit Contract Type Data Source: ContractTypeLookup

Input Fields: - Contract Type ID → Contract Type ID - Contract Type → Contract Type - RecNum → =GetXofY([Forms]![Frm Add and Edit Contract Type])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Country

Purpose: Add and Edit Country Data Source: CountryLookup

Input Fields: - Country ID → Country ID - Country → Country - Country Code → Country Code - Active → Active - RecNum → =GetXofY([Forms]![Frm Add and Edit Country])

Actions: - MS Sans Serif - CloseForm - NewRecord

Add and Edit Delivery Location

Purpose: Add and Edit Delivery Location Data Source: Delivery Locations

Input Fields: - Delivery Location ID → Delivery Location ID - Delivery Location → Delivery Location - Active → Active - Region → Region - Delivery Location Code → Delivery Location Code - Distribution Model ID → Distribution Model ID - Companies Target → Companies Target - Raizcorpossibles Target → Raizcorpossibles Target - Default Bookkeeper → Default Bookkeeper - Manager Username → Manager Username - ... and 1 more

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Distribution Model

Purpose: Add and Edit Division Data Source: Distribution Models

Input Fields: - Distribution Model ID → Distribution Model ID - Distribution Model → Distribution Model - Active → Active - Distribution Model Code → Distribution Model Code - RecNum → =GetXofY([Forms]![Frm Add and Edit Distribution Model])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Division

Purpose: Add and Edit Division Data Source: Divisions

Input Fields: - Division ID → Division ID - Division → Division - Active → Active - RecNum → =GetXofY([Forms]![Frm Add and Edit Division])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Entrepreneur Arize First Meeting

Purpose: Add and Edit Arize First Meeting Data Source: Entrepreneur Arize First Meeting

Input Fields: - Tahoma - Tahoma - Tahoma - Part I Q1 Share a Bit → Part I Q1 Share a Bit - Part I Q2 Belief System → Part I Q2 Belief System - Part I Q3 Vision → Part I Q3 Vision - Part I Q4 Working Well → Part I Q4 Working Well - Part I Q5 Greatest Stress → Part I Q5 Greatest Stress - Part I Q6 How Can Help → Part I Q6 How Can Help - Part I Q7 Other Incubator → Part I Q7 Other Incubator - ... and 50 more

Actions: - Tahoma - CloseForm - Print the Report

Add and Edit Entrepreneur Candidate Recommendation

Purpose: Add and Edit Delivery Location Data Source: Entrepreneur Arize First Meeting Candidate Recommendations

Input Fields: - Candidate Name → Candidate Name - Candidate Company → Candidate Company - Candidate Contact Number → Candidate Contact Number - Entrepreneur Arize First Meeting ID → Entrepreneur Arize First Meeting ID - Candidate Email → Candidate Email

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Entrepreneur Company

Purpose: Add and Edit Entrepreneur Company Data Source: Entrepreneur Company

Input Fields: - Calibri - Calibri - Calibri - Label87 → =[Company Name] - Company Name → Company Name - Business Address 1 → Business Address 1 - Business Address 2 → Business Address 2 - Business Address 3 → Business Address 3 - Business Postal Code → Business Postal Code - Industry ID → Industry ID - ... and 50 more

Actions: - Calibri - CloseForm

Add and Edit Entrepreneurs

Purpose: Add and Edit Entrepreneur Data Source: Entrepreneurs

Input Fields: - Calibri - Calibri - Calibri - Label87 → =[First Name] & \ - CompanyNameHeading - Entrepreneur ID → Entrepreneur ID - Entrepreneur Company ID → Entrepreneur Company ID - Division ID → Division ID - First Name → First Name - Surname → Surname - ... and 87 more

Actions: - Calibri - PrintEOI - ArchiveResults - AddCompany - EditFirstMeeting - ViewFirstMeeting - EditViewStatusHistory - CloseForm - ViewEditHistory

Add and Edit Lead Format

Purpose: Add and Edit Lead Format Data Source: LeadFormatLookup

Input Fields: - Lead Format ID → Lead Format ID - Lead Format → Lead Format - RecNum → =GetXofY([Forms]![Frm Add and Edit Lead Format])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Lead Source

Purpose: Add and Edit Lead Source Data Source: LeadSourceLookup

Input Fields: - ID → ID - Lead Source → Lead Source - RecNum → =GetXofY([Forms]![Frm Add and Edit Lead Source])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Lead Type

Purpose: Add and Edit Lead Type Data Source: Lead Types

Input Fields: - Lead Type ID → Lead Type ID - Lead Type → Lead Type - Lead Source → Lead Source - Lead Format → Lead Format - Start Date → Start Date - Import Template → Import Template - Industry ID → Industry ID - Principal Project ID → Principal Project ID - Status → Status - Do Not Use in Digital → Do Not Use in Digital - ... and 2 more

Actions: - MS Sans Serif - CloseForm

Add and Edit Personal Audit Result

Purpose: Add and Edit Personal Audit Result Data Source: PersonalAuditResultLookup

Input Fields: - Personal Audit Result ID → Personal Audit Result ID - Personal Audit Result → Personal Audit Result - RecNum → =GetXofY([Forms]![Frm Add and Edit Personal Audit Result])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Pipeline

Purpose: Add and Edit Pipeline Data Source: Pipelines

Input Fields: - Tahoma - Tahoma - Tahoma - The Pipeline ID - InPipelineList - NotInPipelineList - Pipeline ID → Pipeline ID - Pipeline → Pipeline

Actions: - Tahoma - CopyPipeline - AddToPipeline - DeletePipeline - PrintPipeline - CloseForm

Add and Edit Principal Project Status

Purpose: Add and Edit Principal Project Status Data Source: PrincipalProjectStatus

Input Fields: - Principal Project Status ID → Principal Project Status ID - Status → Status - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - Sort Order → Sort Order - RecNum → =GetXofY([Forms]![Frm Add and Edit Principal Project Status])

Actions: - MS Sans Serif - CloseForm - NewRecord

Add and Edit Principal Project

Purpose: Add and Edit Principal Project Data Source: Principal Projects

Input Fields: - Calibri - Calibri - Calibri - Label87 → =[Forms]![Frm Principal List]![PrincipalList].Column - Principal ID → Principal ID - Project Name → Project Name - Principal Project ID → Principal Project ID - Solutions Architect → Solutions Architect - Version Number → Version Number - Verification Agency Name → Verification Agency Name - ... and 12 more

Actions: - Calibri - CloseForm

Add and Edit Principal

Purpose: Add and Edit Principal Data Source: Principals

Input Fields: - Calibri - Calibri - Calibri - Principal ID → Principal ID - Principal → Principal - Principal Address 1 → Principal Address 1 - Principal Address 2 → Principal Address 2 - Principal Address 3 → Principal Address 3 - Principal Address 4 → Principal Address 4 - Industry ID → Industry ID - ... and 6 more

Actions: - Calibri - CloseForm

Add and Edit Process Status

Purpose: Add and Edit Process Status Data Source: ProcessStatus

Input Fields: - Process Status ID → Process Status ID - Status → Status - Active → Active - Step Number → Step Number - Sort Order → Sort Order - Status Type → Status Type - Progress Category ID → Progress Category ID - Time Unit → Time Unit - RecNum → =GetXofY([Forms]![Frm Add and Edit Process Status])

Actions: - MS Sans Serif - CloseForm

Add and Edit Process Step

Purpose: Add and Edit Process Step Data Source: ProcessStep

Input Fields: - Process Step → Process Step - Last Modified By → Last Modified By - Date Modified → Date Modified - Step Number → Step Number - Phase → Phase - RecNum → =GetXofY([Forms]![Frm Add and Edit Process Step])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Product

Purpose: Add and Edit Product Data Source: Products

Input Fields: - Product ID → Product ID - Product → Product - Pipeline ID → Pipeline ID - Certifiacte Programme Name → Certificate Programme Name - Programme Year Length → Programme Year Length - Product Code → Product Code - Text21 → Last Modified By - Text22 → Date Modified

Actions: - MS Sans Serif - CloseForm

Add and Edit Progress Category

Purpose: Add and Edit Progress Category Data Source: ProgressCategory

Input Fields: - Progress Category ID → Progress Category ID - Progress Category → Progress Category - Last Modified By → Last Modified By - Date Modified → Date Modified - Sort Order → Sort Order - RecNum → =GetXofY([Forms]![Frm Add and Edit Progress Category])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Province

Purpose: Add and Edit Province Data Source: ProvinceLookup

Input Fields: - Province ID → Province ID - Province → Province - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - SouthAfrican → SouthAfrican - RecNum → =GetXofY([Forms]![Frm Add and Edit Province])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Race

Purpose: Add and Edit Race Data Source: RaceLookup

Input Fields: - Race ID → Race ID - Race → Race - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - RecNum → =GetXofY([Forms]![Frm Add and Edit Race])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Source Category

Purpose: Add and Edit Source Category Data Source: SourceCategoryLookup

Input Fields: - Source Category ID → Source Category ID - Source Category → Source Category - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - RecNum → =GetXofY([Forms]![Frm Add and Edit Source Category])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Source Detail

Purpose: Add and Edit Source Category Data Source: SourceDetailLookup

Input Fields: - Source Detail ID → Source Detail ID - Source Detail → Source Detail - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - RecNum → =GetXofY([Forms]![Frm Add and Edit Source Detail])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Style Questions Weighting

Purpose: Add and Edit Style Questions Weighting Data Source: Style Questions and Weighting

Input Fields: - Style Question ID → Style Question ID - Style Name → Style Name - Weighting → Weighting - Option Number → Option Number - Option Description → Option Description - RecNum → =GetXofY([Forms]![Frm Add and Edit Style Questions Weighting])

Actions: - MS Sans Serif - CloseForm - NewRecord

Add and Edit Termination Reason

Purpose: Add and Edit Termination Reason Data Source: TerminationReason

Input Fields: - Termination Reason ID → Termination Reason ID - Termination Reason → Termination Reason - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - Text for External Use → Text for External Use - RecNum → =GetXofY([Forms]![Frm Add and Edit Termination Reason])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Turnover Category

Purpose: Add and Edit Turnover Category Data Source: TurnoverCategoriesLookup

Input Fields: - Turnover Category ID → Turnover Category ID - Turnover Category → Turnover Category - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - RecNum → =GetXofY([Forms]![Frm Add and Edit Turnover Category])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Unqualified Reason

Purpose: Add and Edit Unqualified Reason Data Source: UnqualifiedReason

Input Fields: - Unqualified Reason ID → Unqualified Reason ID - Unqualified Reason → Unqualified Reason - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - Unqualified Text for External Use → Unqualified Text for External Use - RecNum → =GetXofY([Forms]![Frm Add and Edit Unqualified Reason])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Urgency Result

Purpose: Add and Edit Urgency Result Data Source: UrgencyResultLookup

Input Fields: - Urgency Result ID → Urgency Result ID - Urgency Result → Urgency Result - RecNum → =GetXofY([Forms]![Frm Add and Edit Urgency Result])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit User Modules

Purpose: Add and Edit User Modules Data Source: DatabaseUsers Module Permissions

Input Fields: - Module Permission ID → Module Permission ID - Module Permission → Module Permission - Role → Role - LEVEL → LEVEL - Username → Username

Actions: - MS Sans Serif - CloseForm

Add and Edit Users

Purpose: Add and Edit Users Data Source: DatabaseUsers

Input Fields: - User ID → User ID - Username → Username - User Password → User Password - Delivery Location ID → Delivery Location ID - Department → Department - Email Address → Email Address - First Name → First Name - Surname → Surname - Cell Phone Number → Cell Phone Number - Text37 → Last Modified By - ... and 1 more

Actions: - MS Sans Serif - CloseForm

Add and Edit Years in Business

Purpose: Add and Edit Years in Business Data Source: YearsinBusinessLookup

Input Fields: - Years in Business ID → Years in Business ID - Years in Business → Years in Business - Active → Active - Last Modified By → Last Modified By - Date Modified → Date Modified - RecNum → =GetXofY([Forms]![Frm Add and Edit Years in Business])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add Pipeline Name Dialog

Purpose: Add Pipeline Name Dialog Data Source: Unbound

Input Fields: - PipelineName

Actions: - MS Sans Serif - OKButton - CancelButton

Alerts List

Purpose: Alerts Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - AlertsList

Actions: - Calibri - CloseForm - PrintReport

Alerts Report Dialog

Purpose: Alerts Report Dialog Data Source: Unbound

Input Fields: - Delivery Location ID

Actions: - MS Sans Serif - OKButton - CancelButton

Change Password

Purpose: Password Dialog Data Source: Unbound

Input Fields: - CurrentPassword - Username - NewPassword - ConfirmPassword

Actions: - MS Sans Serif - CancelButton - OKButton

Check Duplicates

Purpose: Check Duplicates Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - EntrepreneurList - NumberEntrepreneurs

Actions: - Tahoma - CloseForm

Detailed Movement Report Dialog

Purpose: Detailed Movement Report Dialog Data Source: Unbound

Input Fields: - StartDate - OwnedBy

Actions: - MS Sans Serif - OKButton - CancelButton

Edit Entrepreneur Status

Purpose: Edit Entrepreneur Status Data Source: Unbound

Input Fields: - Process Status ID - Entrepreneur ID - Override Status Rules - Pipeline ID - StatusNote

Actions: - MS Sans Serif - CloseForm

Edit Second Entrepreneur

Purpose: Add and Edit Entrepreneur Data Source: Entrepreneurs

Input Fields: - Calibri - Calibri - Calibri - Label87 → =[First Name] & \ - CompanyNameHeading - Division ID → Division ID - First Name → First Name - Surname → Surname - EOI Business Name → EOI Business Name - Country → Country - ... and 65 more

Actions: - Calibri - AddCompany - EditFirstMeeting - EditViewStatusHistory - PrintEOI - CloseForm - ViewEditHistory

Entrepreneur Active List

Purpose: Entrepreneur Active List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - CriteriaCombo1 - StrCriteria1 - Filter1 - EntrepreneurList - NumberEntrepreneurs

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur Company List

Purpose: Company List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - CompanyList - StrCriteria1 - EntrepreneurList

Actions: - Tahoma - AddCompanyto Entrepreneur - AddCompany - CloseForm

Entrepreneur Digital Selection List

Purpose: Entrepreneur Digital Selection List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - CriteriaCombo1 - StrCriteria1 - CriteriaCombo2 - EntrepreneurList - Filter1 - EntrepreneurStatus - Filter2 - ... and 2 more

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur Graduating List

Purpose: Entrepreneur Graduating List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - Label32 → =\ - CriteriaCombo1 - StrCriteria1 - EntrepreneurList - Filter1 - NumberEntrepreneurs

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur Ignition List

Purpose: Entrepreneur Ignition List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - Label32 → =\ - CriteriaCombo1 - StrCriteria1 - EntrepreneurList - Filter1 - NumberEntrepreneurs

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur List Report Dialog

Purpose: Entrepreneur List Report Dialog Data Source: Unbound

Actions: - MS Sans Serif - OKButton - CancelButton

Entrepreneur List

Purpose: Entrepreneur List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - CriteriaCombo1 - StrCriteria1 - CriteriaCombo2 - EntrepreneurList - Filter1 - EntrepreneurStatus - Filter2 - ... and 2 more

Actions: - Tahoma - ClearFilters - ReportMenu - ImportFunction - MaintenanceFunction - DuplicateFunction - AddEntrepreneur - OpenSecondEP - CloseForm - ChangePassword

Entrepreneur Part Sponsorship List

Purpose: Entrepreneur Part Sponsorship List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - CriteriaCombo1 - StrCriteria1 - EntrepreneurList - Filter1 - NumberEntrepreneurs

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur Pipeline List

Purpose: Entrepreneur Pipeline List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - CriteriaCombo1 - StrCriteria1 - CriteriaCombo2 - EntrepreneurList - Filter1 - EntrepreneurStatus - Filter2 - ... and 2 more

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur Purple List

Purpose: Entrepreneur Purple List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - EntrepreneurList

Actions: - Tahoma - ReportMenu - RefreshCounts - CloseForm

Entrepreneur Raizcorpossibles List

Purpose: Entrepreneur Raizcorpossibles List Data Source: DatabaseUsers

Input Fields: - Tahoma - Tahoma - Tahoma - CriteriaCombo1 - StrCriteria1 - EntrepreneurList - Filter1 - NumberEntrepreneurs

Actions: - Tahoma - ClearFilters - ReportMenu - CloseForm

Entrepreneur Summary Report Dialog

Purpose: Entrepreneur Summary Report Dialog Data Source: Unbound

Input Fields: - Distribution Model ID - Principal Project ID

Actions: - MS Sans Serif - OKButton - CancelButton

Import Entrepreneur Dialog

Purpose: Import Entrepreneur Dialog Data Source: Unbound

Input Fields: - FileToImport - Lead Type

Actions: - MS Sans Serif - DoTheImport - CancelButton - BrowseForFile

Lead Detail Report Date Dialog

Purpose: Lead Detail Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - StartDate - LeadType - LeadTypeLabel

Actions: - MS Sans Serif - OKButton - CancelButton

Lead Report Date Dialog

Purpose: Lead Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - StartDate - LeadType - LeadTypeLabel - PrincipalProject - PrincipalProjectLabel - Delivery Location ID

Actions: - MS Sans Serif - OKButton - CancelButton

Lead Type List

Purpose: Lead Type List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - LeadTypeList - StrCriteria1

Actions: - Tahoma - AddLeadType - CloseForm

Lead Type Principal Project Report Dialog

Purpose: Lead Type Principal Project Report Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project

Actions: - MS Sans Serif - OKButton - CancelButton

Maintenance Menu

Purpose: Maintenance Menu Data Source: Unbound

Actions: - MS Sans Serif - LeadType - ProcessStatus - Delivery Location - Province - Principal - Process Step - Product - Termination Reason - Turnover Category - Race - Source Category - Years in Business - Users - Source Detail - Assessment Markers - Personal Audit Result - Progress Category - Lead Format - Principal Project Status - Urgency Result - Lead Source - EntrepreneurCompanies - Division - Business Premises - Channel Partners - Delivery Method - Country - Pipelines - Areas of Operation - Contract Type - Unqualified Reason - StyleQuestionsWeighting - CloseForm

Marketing Lead Report Date Dialog

Purpose: Marketing Lead Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - StartDate - LeadSource

Actions: - MS Sans Serif - OKButton - CancelButton

Opening Dialog

Purpose: Password Dialog Data Source: Unbound

Input Fields: - Password - Username - CurrentUser - UserDeliveryLocation - LEVEL - Delivery Location ID - Distribution Model ID

Actions: - MS Sans Serif - CancelButton

Pipeline Movement Report Dialog

Purpose: Pipeline Movement Report Dialog Data Source: Unbound

Input Fields: - StartDate - Principal Project ID

Actions: - MS Sans Serif - OKButton - CancelButton

Principal List

Purpose: Principal List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - PrincipalList - StrCriteria1 - PrincipalProjectList

Actions: - Tahoma - CloseForm

Principal Project Report Dialog

Purpose: Principal Project Report Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project

Actions: - MS Sans Serif - OKButton - CancelButton

Principal Project Status Report Dialog

Purpose: Principal Project Status Report Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project Status

Actions: - MS Sans Serif - OKButton - CancelButton

Principal Report Date Dialog

Purpose: Principal Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project

Actions: - MS Sans Serif - OKButton - CancelButton

Product List

Purpose: Product List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - ProductList - PipelineList - DivisionList - DistributionModelList

Actions: - Tahoma - AddProduct - EditPipeline - CloseForm

Purpose: Principal Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project

Actions: - MS Sans Serif - OKButton - CancelButton

Report Menu

Purpose: Report Menu Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - CloseForm - LeadSummaryReport - ExecLeadSummaryReport - SelectionDailyTeamActivityReport - 48HourDetailExport - MoreThanThreeFollowUps - BlueHeartEmailsNotSent - DigitalProcess - RaizcorpPossibilitiesReport - RAG Report - P3GraduatesAtLeast5MonthsExited - Average Days in Pipeline - MovementSummaryReport - LeadSummaryReportRange - LeadReport - EntrepreneurSummaryReport - Steps Skipped Error Report - EntrepreneurialProfile - SelectionTeamCallReport - SelectionTeamActivityTimesReport - VAPacksRequired - Command148 - EntrepreneurEditHistory - StepMovementReport - EntrepreneursModified - EntrepreneursLeadType - PrincipalProjectAllocationReportbyBeneficiary - EntrepreneurListReport - ListBlankOwnedBy - SelectionTeamTargetsReport - PurplePanelistsSummary - ContractSignedorVAPacks - BEETaxExpiryReport - ContractExpiryReport - InvoiceRequestsReport - QuartzLeadPhaseReport - PanelsPasssedbyScout - EntrepreneurProfileMergeData - EntrepreneurialAssessmentResults - PurplePanelResults - OpalEPbyPrincipalProject - RaizcorpossiblesPartsponsorship - OpalEPSummarybyPrincipalProject - SelectionTeamTargetSummaryReport - SelectionActivityReportOverview - SelectionActivityReportSummary - TerminationAnalysisDataReport - FirstMeetingPercentDropOff - HeadhuntingReport - AverageDaysPerStep - MarketingEOItoPassedPanelReport - MarketingLeadReport - LeadReportDailyBreakdown - MarketingLeadReportVersionTwo - LeadTypePrincipalAllocation - MarketingPreUnqualifiedLeads - PrincipalPrettyReport - Principal Report Current Pipeline Detail - DetailedMovementReportPrincipal - PrincipalProjectInformation - PrincipalAllocationReportforPrincipal - ReportWriter - SpecialReportWriter

Report Writer Dialog Sales

Purpose: Report Writer Dialog Data Source: Unbound

Input Fields: - Calibri - FieldsToInclude - CriteriaCombo1 - StrCriteria1 - Filter1 - EntrepreneurStatus - PrincipalProject

Actions: - MS Sans Serif - OKButton - CancelButton - ClearFilters

Report Writer Dialog

Purpose: Report Writer Dialog Data Source: Unbound

Input Fields: - Calibri - FieldsToInclude - CriteriaCombo1 - StrCriteria1 - CriteriaCombo2 - Filter1 - Filter2 - StrCriteria2 - EntrepreneurStatus

Actions: - MS Sans Serif - OKButton - CancelButton - ClearFilters

Reports Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Date Distribution Model Dialog

Purpose: Reports Date Distribution Model Dialog Data Source: Unbound

Input Fields: - StartDate - Distribution Model ID

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Print Digital Process Single Date Dialog

Purpose: &OK Data Source: Unbound

Input Fields: - Calibri - StartDate

Actions: - Calibri - OKButton - CancelButton

Reports Print Export Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Print Export Dialog

Purpose: Reports Print Export Dialog Data Source: Unbound

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Print Export Single Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Single Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate - 48Hours → =MoveWD([StartDate],-2)

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Single Date Division Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate - Division - 48Hours → =MoveWD([StartDate],-2)

Actions: - MS Sans Serif - OKButton - CancelButton

Selection Team Targets Report Dialog

Purpose: Selection Team Targets Report Dialog Data Source: Unbound

Input Fields: - StartDate - OwnedBy

Actions: - MS Sans Serif - OKButton - CancelButton

Selection Team Time Report Dialog

Purpose: Selection Team Time Report Dialog Data Source: Unbound

Input Fields: - StartDate - ModifiedBy

Actions: - MS Sans Serif - OKButton - CancelButton

Step Movement Report Dialog

Purpose: Step Movement Report Dialog Data Source: Unbound

Input Fields: - OwnedBy - Delivery Location ID - Lead Type ID

Actions: - MS Sans Serif - OKButton - CancelButton

User List

Purpose: User List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - UserList - ModuleList - CriteriaCombo1 - StrCriteria1 - Filter1

Actions: - Tahoma - AddUser - ClearFilters - AddModule - CloseForm

View Entrepreneur Digital First Meeting

Purpose: View Digital First Meeting Data Source: Qry View Entrepreneur Digital First Meeting

Input Fields: - Tahoma - Tahoma - Tahoma - Label87 → =[Forms]![Frm Add and Edit Entrepreneurs]![First Name] & \ - Digital Comodities → Digital Comodities - Digital Motivation → Digital Motivation - Blue Heart Score Calculated → Blue Heart Score Calculated - Entrepreneur ID → Entrepreneur ID - Date Digital First Meeting Captured → Date Digital First Meeting Captured

Actions: - Tahoma - CloseForm - Print the Report

View Entrepreneur Digital Style Questionnaire

Purpose: View Digital First Meeting Data Source: Entrepreneur Style Questionnaire

Input Fields: - Tahoma - Tahoma - Tahoma - Label87 → =[Forms]![Frm Add and Edit Entrepreneurs]![First Name] & \ - Entrepreneur ID → Entrepreneur ID - Date Interviewed → Date Completed

Actions: - Tahoma - CloseForm - Print the Report

View Entrepreneur Edit History

Purpose: View Entrepreneur Status History Data Source: Entrepreneurs

Actions: - MS Sans Serif - CloseForm

Workshop Attendance Register Report Dialog

Purpose: Workshop Attendance Register Report Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project - Delivery Location ID

Actions: - MS Sans Serif - OKButton - CancelButton

SubFrm Entrepreneur Company Allocation

Purpose: SubFrm Entrepreneur Company Allocation Data Source: Entrepreneur Company

Input Fields: - Calibri - Calibri - Entrepreneur Company ID → Entrepreneur Company ID - Ring Fencing → Ring Fencing - Allocation Notes → Allocation Notes

Actions: - Calibri

SubFrm Entrepreneur Company Areas of Operation

Purpose: Entrepreneur Company Areas of Operation Data Source: Entrepreneur Company Areas of Operation

Input Fields: - Entrepreneur Area of Operation ID → Entrepreneur Area of Operation ID - Entrepreneur Company ID → Entrepreneur Company ID - Area of Operation → Area of Operation

Actions: - MS Sans Serif - DeleteRec

SubFrm Entrepreneur Company Commodities

Purpose: Entrepreneur Company Commodities Data Source: Entrepreneur Company Commodities

Input Fields: - Entrepreneur Company Commodity ID → Entrepreneur Company Commodity ID - Entrepreneur Company ID → Entrepreneur Company ID - Commodity → Commodity

Actions: - MS Sans Serif - DeleteRec

SubFrm Entrepreneur Company Ignition Dates Display Only

Purpose: SubFrm Entrepreneur Company Ignition Dates Data Source: Entrepreneur Company Programme Years

Input Fields: - Calibri - Calibri - Entrepreneur Company Programme Years ID → Entrepreneur Company Programme Years ID - Entrepreneur Company ID → Entrepreneur Company ID - Ignition Date → Ignition Date - Programme Year → Programme Year - Committment Fee → Committment Fee - Monthly or Annually → Monthly or Annually

Actions: - Calibri

SubFrm Entrepreneur Company Non Participant Shareholders

Purpose: Entrepreneur Company Commodities Data Source: Entrepreneur Company Non Participant Shareholders

Input Fields: - Non Participant Shareholder ID → Non Participant Shareholder ID - Entrepreneur Company ID → Entrepreneur Company ID - Non Participant Shareholder First Name → Non Participant Shareholder First Name - Non Participant Shareholder Surname → Non Participant Shareholder Surname - Non Participant Shareholder Telephone Number → Non Participant Shareholder Telephone Number - Non Participant Shareholder Email → Non Participant Shareholder Email

Actions: - MS Sans Serif - DeleteRec

SubFrm Entrepreneur Company Premises

Purpose: SubFrm Entrepreneur Company Premises Data Source: Entrepreneur Company

Input Fields: - Calibri - Calibri - Entrepreneur Programme Years ID → Entrepreneur Company ID - Business Premises → Business Premises - Business Premises Other → Business Premises Other - Equipment Insurance → Equipment Insurance - Personal Vehicle Insurance → Personal Vehicle Insurance - Business Vehicle Insurance → Business Vehicle Insurance - Loss of Earnings Insurance → Loss of Earnings Insurance - Stock Insurance → Stock Insurance - ... and 26 more

Actions: - Calibri

SubFrm Entrepreneur Company Principal Projects Display Only

Purpose: Entrepreneur Principal Projects Data Source: Entrepreneur Company Principal Projects

Input Fields: - Entrepreneur Company Principal Project ID → Entrepreneur Company Principal Project ID - Principal Project ID → Principal Project Pillar ID - Entrepreneur Company Programme Years ID → Entrepreneur Company Programme Years ID - Allocated Amount → Allocated Amount - Contract Printed → Contract Printed - TotalAllocatedAmt → =Sum([Allocated Amount])

Actions: - MS Sans Serif

SubFrm Entrepreneur Company Programme Years Display Only

Purpose: SubFrm Entrepreneur Company Programme Years Data Source: Entrepreneur Company Programme Years

Input Fields: - Calibri - Calibri - Entrepreneur Company Programme Years ID → Entrepreneur Company Programme Years ID - Entrepreneur Company ID → Entrepreneur Company ID - Committment Fee → Committment Fee - Product ID → Product ID - Programme Year → Programme Year - Contract Start Date → Contract Start Date - Strategic or Nonstrategic → Strategic or Nonstrategic - Total Programme Amount → Total Programme Amount - ... and 6 more

Actions: - Calibri

SubFrm Entrepreneur Company Supporting Documents

Purpose: SubFrm Entrepreneur Company Data Source: Entrepreneur Company

Input Fields: - Calibri - Calibri - Entrepreneur Company ID → Entrepreneur Company ID - CompanyReg → CompanyReg - BEE Certificate Expire Date → BEE Certificate Expire Date - Tax Clearance Expire Date → Tax Clearance Expire Date - VAT Registration Number → VAT Registration Number - Business Registration Date → Business Registration Date - Sworn Affidavit Date → Sworn Affidavit Date - Proof of Turnover Letter Date → Proof of Turnover Letter Date - ... and 5 more

Actions: - Calibri

SubFrm Entrepreneur Company

Purpose: SubFrm Entrepreneur Company Data Source: Entrepreneur Company

Input Fields: - Calibri - Calibri - Entrepreneur Company ID → Entrepreneur Company ID - Business Address 1 → Business Address 1 - Business Address 2 → Business Address 2 - Business Address 3 → Business Address 3 - Business Postal Code → Business Postal Code - Industry ID → Industry ID - Brief Description of Business → Brief Description of Business - Average Monthly Turnover → Average Monthly Turnover - ... and 16 more

Actions: - Calibri

SubFrm Entrepreneur Edit History

Purpose: Entrepreneur Edit History Data Source: Entrepreneur Edit History

Input Fields: - Entrepreneur Status ID → Entrepreneur Status ID - ID Number → ID Number - Date Modified → Date Modified - Modified By → Modified By

Actions: - MS Sans Serif

SubFrm Entrepreneur First Meeting Date

Purpose: Entrepreneur Profile Presented To Data Source: Entrepreneur Arize First Meeting

Input Fields: - Entrepreneur ID → Entrepreneur ID - Date Interviewed → Date Interviewed - Interviewed By → Interviewed By

Actions: - MS Sans Serif

SubFrm Entrepreneur Notes

Purpose: Entrepreneur Notes Data Source: Entrepreneur Notes

Input Fields: - Entrepreneur ID → Entrepreneur ID - Entrepreneur Note ID → Entrepreneur Note ID - Note Date → Note Date - Notes → Notes

Actions: - MS Sans Serif - DeleteRec

SubFrm Entrepreneur Profile Presented To

Purpose: Entrepreneur Profile Presented To Data Source: Entrepreneur Profile Presented To

Input Fields: - Entrepreneur Profile Presented To ID → Entrepreneur Profile Presented To ID - Principal Project ID → Principal Project ID - Entrepreneur ID → Entrepreneur ID - Date Presented → Date Presented - Result Date → Result Date - Result → Result - Solutions Architect → Solutions Architect

Actions: - MS Sans Serif - DeleteRec

SubFrm Entrepreneur Purple Panelists

Purpose: Entrepreneur Company Commodities Data Source: Entrepreneur Purple Panelists

Input Fields: - Entrepreneur Purple Panelist ID → Entrepreneur Purple Panelist ID - Purple Panelist → Purple Panelist - Purple Panelist Score → Purple Panelist Score - Convener → Convener

Actions: - MS Sans Serif - DeleteRec

SubFrm Entrepreneur Status History

Purpose: Entrepreneur Status History Data Source: Entrepreneur Status History

Input Fields: - Entrepreneur Status ID → Entrepreneur Status ID - ID Number → ID Number - Date Status Changed → Date Status Changed - Process Status ID → Process Status ID - Status Modified By → Status Modified By - Process Status Notes → Process Status Notes

Actions: - MS Sans Serif

SubFrm Principal Project Pillar Commodities

Purpose: Principal Project Pillar Commodities Data Source: Principal Project Pillar Commodities

Input Fields: - Principal Project Pillar ID → Principal Project Pillar ID - Commodity → Commodity - Principal Project Pillar Commodity ID → Principal Project Pillar Commodity ID

Actions: - MS Sans Serif

SubFrm Principal Project Pillar Delivery Location

Purpose: Principal Project Pillar Prosperator Data Source: Principal Project Pillar Delivery Location

Input Fields: - Principal Project Pillar ID → Principal Project Pillar ID - Principal Project Pillar Prosperator ID → Principal Project Pillar Delivery Location ID - Delivery Location → Delivery Location

Actions: - MS Sans Serif

SubFrm Principal Project Pillar Sourced From

Purpose: Principal Project Pillar Sourced From Data Source: Principal Project Pillar Sourced From

Input Fields: - Principal Project Pillar Source ID → Principal Project Pillar Source ID - Principal Project Pillar ID → Principal Project Pillar ID - Entrepreneur Sourced → Entrepreneur Sourced

Actions: - MS Sans Serif

SubFrm Principal Project Pillar Sponsor Elements

Purpose: Principal Project Pillar Sponsor Elements Data Source: Principal Project Pillar Sponsor Elements

Input Fields: - Principal Project Pillar ID → Principal Project Pillar ID - Principal Project Pillar Sponsor Element ID → Principal Project Pillar Sponsor Element ID - Element Type → Element Type - Sponsorship Amount → Sponsorship Amount - Admin Fee → Admin Fee - Number of Entrepreneurs → Number of Entrepreneurs - Once Off Payment Date → Once Off Payment Date - Frequency of Payments → Frequency of Payments - Monthly Day of Month → Monthly Day of Month - Payment Amount → Payment Amount - ... and 1 more

Actions: - MS Sans Serif - DeleteRec

SubFrm Principal Project Pillar Sub Products

Purpose: Principal Project Pillar Sponsor Elements Data Source: Principal Project Pillar Sub Products

Input Fields: - Sub Product ID → Sub Product ID - Sponsorship Amount → Sponsorship Amount - Number of Entrepreneurs → Number of Entrepreneurs - Frequency → Frequency - Principal Project Pillar ID → Principal Project Pillar ID - Principal Project Pillar Sub Product ID → Principal Project Pillar Sub Product ID - TotalSponsorElement → =Sum([Sponsorship Amount])

Actions: - MS Sans Serif - DeleteRec

SubFrm Principal Project Pillar Supporting Documents

Purpose: Principal Project Pillar Supporting Documents Data Source: Qry SubFrm Principal Project Pillar Supporting Documents

Input Fields: - Principal Project Pillar ID → Principal Project Pillar ID - Supporting Documents Required → Supporting Documents Required

Actions: - MS Sans Serif

SubFrm Principal Project Pillars

Purpose: SubFrm Principal Project Pillars Data Source: Principal Project Pillars

Input Fields: - Calibri - Calibri - Principal Project Pillar ID → Principal Project Pillar ID - Principal Project ID → Principal Project ID - Amount Sponsored → Amount Sponsored - Number of Companies Required → Number of Companies Required - Does Principal Approve Entrepreneurs → Does Principal Approve Entrepreneurs - BBBEE Pillar → BBBEE Pillar - Lump Sum Allocation → Lump Sum Allocation - Scout → Scout - ... and 2 more

Actions: - Calibri - AddPillar - DeleteRec

SubFrm Principal Project Products Sold

Purpose: Principal Project Pillar Sourced From Data Source: Principal Project Products Sold

Input Fields: - Principal Project Pillar Source ID → Principal Project Pillar Source ID - Principal Project Product Sold ID → Principal Project Product Sold ID - Product → Product

Actions: - MS Sans Serif

SubFrm Product Distribution Models

Purpose: Product Divisions Data Source: Product Distribution Models

Input Fields: - Product Distribution Model ID → Product Distribution Model ID - Distribution Model ID → Distribution Model ID - Product ID → Product ID

Actions: - MS Sans Serif - DeleteRec

SubFrm Product Divisions

Purpose: Product Divisions Data Source: Product Divisions

Input Fields: - Product Division ID → Product Division ID - Division ID → Division ID - Product ID → Product ID - BEE Certificate Required → BEE Certificate Required

Actions: - MS Sans Serif - DeleteRec

Reports

  • Calibri: RaizCorp Lead Reports (Source: TempLeadReports)
  • Calibri: Leads Report (Source: N/A)
  • Calibri: Alerts List (Source: Qry Get BEE and Tax Clearance Alerts)
  • Calibri: Rpt Arize First Meeting Primary (Source: Qry Report Arize First Meeting)
  • Calibri: Average Days Per Step (Source: Qry Report Average Days Per Step)
  • Calibri: Average Time in Pipeline (Source: Qry Report Avg Time Through Pipeline by Delivery Loc)
  • Calibri: BEE and Tax Clearance Alerts by Delivery Location (Source: Qry Get BEE and Tax Clearance Alerts)
  • Calibri: Rpt Blank Owned By (Source: Qry Report Blank Owned By)
  • Calibri: Contract End Date Alerts by Delivery Location (Source: Qry Report Contract End Date Expire)
  • Calibri: Contract Not Printed or VA Packs Not Delivered (Source: Qry Report Contract not Printed or VA Packs not Delivered)
  • Calibri: SubRpt Current Pipeline Marketing by Principal Project (Source: Qry Report Current Pipeline EP Detail by Principal Project)
  • Calibri: Daily Lead Summary (Source: N/A)
  • Calibri: Days in Pipeline Detail (Source: Qry Report Days in Pipeline Detail)
  • Calibri: Detialed Movement Date Range (Source: Qry Report Detailed Movement by Date Range)
  • Calibri: Detailed Movement Modified By (Source: Qry Report Detailed Movement by Owned By)
  • Calibri: Detailed Movement Principal (Source: Qry Report Detailed Movement by Principal Project)
  • Calibri: Detailed Movement Recommended Principal Project (Source: Qry Report Detailed Movement by Recommended Principal Project)
  • Calibri: Detailed Movement Modified By (Source: Qry Report Detailed Movement Pipeline by Date Range)
  • Calibri: Entrepreneur List (Source: Qry Entrepreneur List Part Sponsorship)
  • Calibri: Entrepreneur List (Source: Qry Report Entrepreneur List Principal Projects)
  • Calibri: Entrepreneur List (Source: Qry Entrepreneur List Purple Meeting)
  • Calibri: Entrepreneur List (Source: Qry Report Entrepreneur List)
  • Calibri: Entrepreneur Summary by Principal Project (Source: Qry Report Entrepreneur Summary by Distribution Model)
  • Calibri: Entrepreneur Summary by Principal Project (Source: Qry Report Entrepreneur Summary by Principal Project)
  • Calibri: Entrepreneurial Assessment Date Range (Source: N/A)
  • Calibri: Entrepreneurial Profile (Source: Qry Report Entrepreneurial Profiles)
  • Calibri: Entrepreneur Report (Source: Qry Report Entrepreneurs by Lead Type)
  • Calibri: Entrepreneur Report (Source: Qry Report Entrepreneurs Modified by Date Range)
  • Calibri: Rpt EOI Entrepreneur (Source: Qry Report EOI Entrepreneur)
  • Calibri: Executive Daily Lead Summary (Source: N/A)
  • Calibri: Executive Daily Lead Summary (Source: N/A)
  • Calibri: Lead Daily Breakdown (Source: Qry Report Lead Daily Breakdown)
  • Calibri: Lead Summary Date Range (Source: N/A)
  • Calibri: Marketing Leads (Source: Qry Report Marketing Leads Version Two)
  • Calibri: Marketing Leads (Source: Qry Report Marketing Leads)
  • Calibri: Report More Than 3 Follow Ups (Source: Qry Report More Than 3 Follow Ups)
  • Calibri: P3 Graduates Not Active Exited 5 Months Ago (Source: Qry Report P3 Graduates Not Active Exited 5 Months Ago)
  • Calibri: Selection Daily Team Activity (Source: Qry Report Panel Passes per Scout)
  • Calibri: Rpt Percentage Moved Last Week (Source: N/A)
  • Calibri: Entrepreneur List (Source: Qry Report Pipeline List)
  • Calibri: Principal Report - Supplier List and Marketing (Source: N/A)
  • Calibri: Principal Project Allocation by Beneficiary (Source: Qry Report Principal Project Allocation by Entrepreneur)
  • Calibri: Rpt Principal Project Information (Source: Qry Report Principal Project Information)
  • Calibri: Principal Report - Supplier List and Marketing (Source: N/A)
  • Calibri: Lead Report (Source: Qry Report Process Status All Lead Types)
  • Calibri: Lead Report (Source: Qry Report Process Status by Delivery Location)
  • Calibri: Lead Report (Source: Qry Report Process Status by Lead Type)
  • Calibri: Lead Report (Source: Qry Report Process Status by Principal Project)
  • Calibri: Purple Panel Results Date Range (Source: N/A)
  • Calibri: Purple Panelists Summary (Source: Qry Report Purple Panelists Summary)
  • Calibri: Recommended Principal Project Allocation (Source: Qry Report Recommended Principal Project Allocation)
  • Calibri: Selection Daily Team Activity (Source: Qry Report Selection Daily Team Activity by Delivery Location)
  • Calibri: Selection Daily Team Activity (Source: Qry Report Selection Daily Team Activity)
  • Calibri: Selection Team Activity Summary (Source: Qry Report Selection Team Activity Summary)
  • Calibri: Report Selection Team Activity Times by Delivery Location (Source: Qry Report Selection Team Activity Times by Delivery Location)
  • Calibri: Report Selection Team Activity Times (Source: Qry Report Selection Team Activity Times by Modified By)
  • Calibri: Selection Daily Team Activity (Source: Qry Report Selection Team Call Activity)
  • Calibri: Step Movement by Delivery Location (Source: Qry Report Step Movement)
  • Calibri: Step Movement by Prosperator (Source: Qry Report Step Movement)
  • Calibri: Step Movement by Owned By (Source: Qry Report Step Movement)
  • Calibri: Step Movement by Recommended Principal Project (Source: Qry Report Step Movement)
  • Calibri: Steps Skipped Error Report (Source: Qry Report Steps Skipped Error Report)
  • Calibri: User Permissions (Source: Qry Report User Permissions)
  • Calibri: VA Packs Required in 4 Weeks (Source: Qry Report VA Packs Required in Four Weeks)
  • Calibri: VA Packs Required in 2 Weeks (Source: Qry Report VA Packs Required in Two Weeks)
  • Calibri: SubRpt Allocation by Principal Project (Source: Qry SubRpt Allocation by Principal Project)
  • Calibri: SubRpt Allocation by Principal Project (Source: Qry SubRpt Allocation Replaced by Principal Project)
  • Calibri: Rpt Arize First Meeting Secondary (Source: Qry Report Arize First Meeting)
  • Calibri: Rpt Arize First Meeting Primary (Source: Qry Report Arize First Meeting)
  • Calibri: Rpt Arize First Meeting Psych Obs (Source: Qry Report Arize First Meeting)
  • Calibri: Rpt Arize First Meeting Secondary (Source: Qry Report Arize First Meeting)
  • Calibri: BEE Certificate Bkank by Delivery Location (Source: Qry SubRpt BEE Certificate Blank)
  • Calibri: Entrepreneur Principal Project by Programme Year (Source: Qry SubRpt Company Principal Project by Programme Year)
  • Calibri: SubRpt Count Records Created by Del Loc (Source: Qry SubRpt Count Records Created by Del Loc)
  • Calibri: SubRpt Count Records Created (Source: Qry SubRpt Count Records Created)
  • Calibri: SubRpt Count Records Created by Del Loc (Source: Qry SubRpt Count Step 1 Status by Del Loc)
  • Calibri: SubRpt Count Records Created (Source: Qry SubRpt Count Step 1 Status)
  • Calibri: SubRpt Daily Lead Summary Raizcorpossibles (Source: Qry SubRpt Daily Lead Summary Delivery RC Poss All Divs)
  • Calibri: SubRpt Daily Lead Summary Follow Up (Source: Qry SubRpt Daily Lead Summary Follow Up All Divisions)
  • Calibri: SubRpt Daily Lead Summary Follow Up (Source: Qry SubRpt Daily Lead Summary Follow Up One Division)
  • Calibri: SubRpt Daily Lead Summary Leads Less Than 48 Hours All Divisions (Source: Qry SubRpt Daily Lead Summary Leads Less Than 48 Hours All Divs)
  • Calibri: SubRpt Daily Lead Summary Leads More Than 48 Hours All Divisions (Source: Qry SubRpt Daily Lead Summary Leads More Than 48 Hours All Divs)
  • Calibri: SubRpt Daily Lead Summary New Leads (Source: Qry SubRpt Daily Lead Summary New Leads All Divisions)
  • Calibri: Daily Lead Summary New Leads by Lead Type (Source: Qry SubRpt Daily Lead Summary New Leads by Lead Type All Divs)
  • Calibri: Daily Lead Summary New Leads by Lead Type (Source: Qry SubRpt Daily Lead Summary New Leads by Lead Type One Div)
  • Calibri: SubRpt Daily Lead Summary New Leads (Source: Qry SubRpt Daily Lead Summary New Leads One Division)
  • Calibri: SubRpt Daily Lead Summary Pipeline (Source: Qry SubRpt Daily Lead Summary Pipeline All Divisions)
  • Calibri: SubRpt Daily Lead Summary Pipeline (Source: Qry SubRpt Daily Lead Summary Pipeline One Division)
  • Calibri: SubRpt Daily Lead Summary Raizcorpossibles (Source: Qry SubRpt Daily Lead Summary Raizcorp Possibles All Divs)
  • Calibri: SubRpt Daily Lead Summary Uncontacted All Divisions (Source: Qry SubRpt Daily Lead Summary Uncontacted All Divisions)
  • Calibri: SubRpt Daily Lead Summary Uncontacted All Divisions (Source: Qry SubRpt Daily Lead Summary Uncontacted One Division)
  • Calibri: SubRpt Daily Lead Summary Uncontacted PnP All Divisions (Source: Qry SubRpt Daily Lead Summary Uncontacted PnP All Divisions)
  • Calibri: SubRpt Daily Lead Summary Uncontacted PnP All Divisions (Source: Qry SubRpt Daily Lead Summary Uncontacted PnP One Division)
  • Calibri: SubRpt Entrepreneur Edit Status History (Source: Entrepreneur Company Commodities)
  • Calibri: SubRpt Entrepreneur Edit History (Source: Qry SubRpt Entrepreneur Edit History)
  • Calibri: SubRpt Entrepreneur Edit Status History (Source: Qry SubRpt Entrepreneur Edit Status History)
  • Calibri: SubRpt Entrepreneur Edit Status History (Source: Qry SubRpt Entrepreneur Edit Status History)
  • Calibri: SubRpt Entrepreneur Edit Status History (Source: Qry SubRpt Entrepreneur Edit Status History)
  • Calibri: SubRpt Entrepreneur Edit Status History (Source: Qry SubRpt Entrepreneur Edit Status History)
  • Calibri: SubRpt Entrepreneur Edit Status History (Source: Entrepreneur Notes)
  • Calibri: SubRpt Entrepreneurial Assessment Results List (Source: Qry SubRpt Entrepreneurial Assessment Results List)
  • Calibri: SubRpt Entrepreneurial Assessment Results (Source: Qry SubRpt Entrepreneurial Assessment Results)
  • Calibri: SubRpt Entrepreneurial Assessment Retake Results List (Source: Qry SubRpt Entrepreneurial Assessment Retake Results List)
  • Calibri: SubRpt Entrepreneurial Assessment Results (Source: Qry SubRpt Entrepreneurial Assessment Retake Results)
  • Calibri: Entrepreneur Company Areas of Operation (Source: Entrepreneur Company Areas of Operation)
  • Calibri: Entrepreneur Company Commodities (Source: Entrepreneur Company Commodities)
  • Calibri: SubRpt EOI Entrepreneur Company (Source: Qry SubRpt EOI Entrepreneur Company)
  • Calibri: Entrepreneur Purple Panelists (Source: Entrepreneur Purple Panelists)
  • Calibri: SubRpt Lead Summary Headhunted Date Range (Source: Qry SubRpt Exec Lead Summary Headhunted Single Date All Divs)
  • Calibri: SubRpt Lead Summary Headhunted Date Range (Source: Qry SubRpt Exec Lead Summary Headhunted Single Date One Div)
  • Calibri: SubRpt Lead Prosperator All Lead Types (Source: Qry SubRpt Lead Delivery Location All Lead Types)
  • Calibri: SubRpt Lead Prosperator by Lead Type (Source: Qry SubRpt Lead Delivery Location by Lead Type)
  • Calibri: SubRpt Lead Prosperator by Principal Project (Source: Qry SubRpt Lead Delivery Location by Principal Project)
  • Calibri: SubRpt Lead Process Status All Lead Types (Source: Qry SubRpt Lead Process Status All Lead Types)
  • Calibri: SubRpt Lead Process Status by Delivery Location (Source: Qry SubRpt Lead Process Status by Delivery Location)
  • Calibri: SubRpt Lead Process Status by Lead Type (Source: Qry SubRpt Lead Process Status by Lead Type)
  • Calibri: SubRpt Lead Process Status by Principal Project (Source: Qry SubRpt Lead Process Status by Principal Project)
  • Calibri: SubRpt Lead Summary Headhunted Date Range (Source: Qry SubRpt Lead Summary Headhunted Date Range)
  • Calibri: SubRpt Lead Summary Referred to Prosperator Date Range (Source: Qry SubRpt Lead Summary Referred to Prosperator Date Range)
  • Calibri: SubRpt Lead Unqualified All Lead Types (Source: Qry SubRpt Lead Unqualified All Lead Types)
  • Calibri: SubRpt Lead Unqualified by Delivery Location (Source: Qry SubRpt Lead Unqualified by Delivery Location)
  • Calibri: SubRpt Lead Unqualified by Lead Type (Source: Qry SubRpt Lead Unqualified by Lead Type)
  • Calibri: SubRpt Lead Unqualified by Principal Project (Source: Qry SubRpt Lead Unqualified by Principal Project)
  • Calibri: SubRpt Lead Prosperator by Lead Type (Source: Qry SubRpt Lead Unqualified Reason All Lead Types)
  • Calibri: SubRpt Lead Prosperator by Delivery Location (Source: Qry SubRpt Lead Unqualified Reason by Delivery Location)
  • Calibri: SubRpt Lead Prosperator by Lead Type (Source: Qry SubRpt Lead Unqualified Reason by Lead Type)
  • Calibri: SubRpt Lead Prosperator by Principal Project (Source: Qry SubRpt Lead Unqualified Reason by Principal Project)
  • Calibri: SubRpt Percentage Digital Selection Process Moved Last Week (Source: Qry Report Percentage Moved Last Week Digital)
  • Calibri: SubRpt Percentage Moved Last Week (Source: Qry Report Percentage Moved Last Week Manual)
  • Calibri: SubRpt Pipeline Process Status All Lead Types (Source: Qry SubRpt Pipeline Process Status All Lead Types)
  • Calibri: SubRpt Pipeline Process Status by Delivery Location (Source: Qry SubRpt Pipeline Process Status by Delivery Location)
  • Calibri: SubRpt Pipeline Process Status by Lead Type (Source: Qry SubRpt Pipeline Process Status by Lead Type)
  • Calibri: SubRpt Pipeline Process Status by Principal Project (Source: Qry SubRpt Pipeline Process Status by Principal Project)
  • Calibri: SubRpt Pipeline Stages (Source: Principal Report Stage Information)
  • Calibri: SubRpt Pipeline Process Status All Lead Types (Source: Qry SubRpt Pipeline Terminated All Lead Types)
  • Calibri: SubRpt Pipeline Process Status by Delivery Location (Source: Qry SubRpt Pipeline Terminated by Delivery Location)
  • Calibri: SubRpt Pipeline Process Status by Lead Type (Source: Qry SubRpt Pipeline Terminated by Lead Type)
  • Calibri: SubRpt Pipeline Process Status by Principal Project (Source: Qry SubRpt Pipeline Terminated by Principal Project)
  • Calibri: SubRpt Lead Prosperator by Lead Type (Source: Qry SubRpt Pipeline Termination Reason All Lead Types)
  • Calibri: SubRpt Lead Prosperator by Delivery Location (Source: Qry SubRpt Pipeline Termination Reason by Delivery Location)
  • Calibri: SubRpt Lead Prosperator by Lead Type (Source: Qry SubRpt Pipeline Termination Reason by Lead Type)
  • Calibri: SubRpt Lead Prosperator by Principal Project (Source: Qry SubRpt Pipeline Termination Reason by Principal Project)
  • Calibri: Principal Project Allocation Audit Replaced Companies (Source: Qry SubRpt Principal Project Allocation Audit Replaced Companies)
  • Calibri: SubRpt Principal Project Pillar Delivery Locaitons (Source: Qry SubRpt Principal Project Pillar Delivery Locations)
  • Calibri: SubRpt Principal Project Pillar Sourced From (Source: Principal Project Pillar Sourced From)
  • Calibri: SubRpt Principal Project Pillars (Source: Principal Project Pillars)
  • Calibri: SubRpt Principal Project Pillars (Source: Qry SubRpt Principal Project Pillars)
  • Calibri: SubRpt Products Sold by Principal Project (Source: Qry SubRpt Products Sold by Principal Project)
  • Calibri: SubRpt Progress Category Marketing by Principal Project (Source: Qry SubRpt Progress Category Mktg by Principal Project)
  • Calibri: SubRpt Progress Category Sup List by Principal Project (Source: Qry SubRpt Progress Category Sup List by Principal Project)
  • Calibri: SubRpt Purple Panel Results List Date Range (Source: Qry SubRpt Purple Panel Results List Date Range)
  • Calibri: SubRpt Purple Panel Results Date Range (Source: Qry SubRpt Purple Panel Results Date Range)
  • Calibri: SubRpt Purple Panel Results Date Range (Source: Principal Project Pillars)
  • Calibri: SubRpt Sponsorship Elements by Principal Project (Source: Qry SubRpt Sponsorship Elements by Principal Project)
  • Calibri: SubRpt Termination Marketing by Principal Project (Source: Qry SubRpt Termination Marketing by Principal Project)
  • Calibri: SubRpt Termination Reasons Marketing by Principal Project (Source: Qry SubRpt Termination Reasons Marketing by Principal Project)
  • Calibri: SubRpt Termination Reasons Supplier List by Principal Project (Source: Qry SubRpt Termination Reasons Supplier Lst by Principal Project)
  • Calibri: SubRpt Termination Supplier List by Principal Project (Source: Qry SubRpt Termination Supplier List by Principal Project)
  • Calibri: SubRpt Unqualified Marketing by Principal Project (Source: Qry SubRpt Unqualified Marketing by Principal Project)
  • Calibri: SubRpt Unqualified Reasons Marketing by Principal Project (Source: Qry SubRpt Unqualified Reasons Marketing by Principal Project)
  • Calibri: SubRpt Unqualified Reasons Supplier List by Principal Project (Source: Qry SubRpt Unqualified Reasons Supplier Lst by Principal Project)
  • Calibri: SubRpt Unqualified Supplier List by Principal Project (Source: Qry SubRpt Unqualified Supplier List by Principal Project)