Summary
How to find Event Captain Reports in Delphi by status, such as those Ready for Review, open each one in its own tab to edit and save it, and refresh the list to see the changes.
Body
Overview
Submitted Event Captain Reports are reviewed in Delphi, the Statler Hotel's Salesforce. The Event Captain Reports tab has a list view for each report status, so you can go straight to the reports waiting for you, such as those Ready for Review.
Open each report in its own browser tab. That way the list stays where you left it, and refreshing it afterwards shows your changes.
Event Captain Report list views
| List view |
Shows reports with Status |
| All |
Any status |
| In Progress |
In Progress |
| Ready for Review |
Ready for Review |
| Returned |
Returned |
| Approved |
Approved |
Each list shows the report name (CAP-######), BEO Number, Booking, Event Date, Captain Name, Status and Created Date.
Review an Event Captain Report
- Log in to Delphi and open the Event Captain Reports tab.
- Click the list view selector (Select a List View: Event Captain Reports) and pick the list you want, for example Ready for Review.
- Right-click the report's CAP-###### link in the Event Captain Reports Name column, and choose Open link in new tab.
- Switch to the new tab. Make your edits on the Event Captain Report record and click Save, then close the tab.
- Back on the list, click Refresh (or pick a different list view) so the list shows the latest changes.
Refresh the list after each save. A list view does not update on its own, so a report you just changed can still appear under its old status until you click Refresh.
Walkthrough
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