Knowledge Base User Guides and Glossary Action Items

            How Do I Edit an Action Item?

            Overview
            You can edit Action Items through either the Map View or the Grid View. Additionally, you can edit more than one Action Item at a time through our Batch Edit feature.

            Editing Action Items From the Map View
            1. The Map View is the default view of Common Areas. To find it simply log into the Application. The Map View can also be reached by clicking the Map icon in the bottom right corner of the screen.
            2. You can locate your Action Item through the Action Items, Locations, and Contacts facets on the left side of the screen, or use the search bar to find your Action Item directly.
            3. Once you’ve located your Action Item, click on it to open the Action Item Details page.
            4. From the Details page you can edit all fields you have permissions to change. You can add attachments, Action Pins to the map, make Comments, share the Action Item with other users, and add relevant images to the Action Item.
            5. When you are satisfied with the editions you have made. Click Save to permanently add your changes to the Action Item!

            Editing Action Items From the Grid View
            1. To reach the Grid View, click the Grid icon in the bottom right corner of the screen.
            2. Now that you are on the Grid View click on the title of any Action Item to open the Action Item Details page.
            3.To make finding your Action Item easier, you can also filter by Groups through the Group Dropdown Menu, or use the search bar to find your Action Item directly!
            4.From the Details page, you can edit all fields you have permissions to change. You can add attachments, Action Pins to the map, make Comments, share the Action Item with other users, and add relevant images to the Action Item.
            5.When you are satisfied with the editions you have made. Click Save to permanently add your changes to the Action Item!

            Batch Edit
            1. In order to use the Batch Edit feature, navigate to the Grid View by clicking the Grid Icon in the bottom right corner of the screen.
            2. Once in the Grid View, select an Action Item by clicking on the check box next to it, or click anywhere in the region new the title of the Action Item. This will automatically open the Batch Edit window.
            3. Once you have checked all the Action Items you wish to edit, you can change the Priority, change the Location, and make comments to all of them at once!
            4. When you are satisfied with your changes, click Save and you are done!
            Updated: 05 Jun 2017 09:55 PM
            Helpful?  
            Help us to make this article better
            0 0