Customizations > Lists > Status of Training

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Customizations > Lists > Status of Training

What can you do on this screen?

On the Status of Training screen, you can customize what shows on the Status of Training drop-down on the main sub-tab for the tasks, subtasks, and steps in the task analysis for any initiative.

 

Customizations > Lists > Status of Training

Figure 408: Customizations > Lists > Status of Training

You can:

•Add a new entry to the existing list by selecting NewIcon.

•Resequence the entries.

•Select an entry and then:

oView Table-View the entry information.

oEdit Table-Edit the entry information.

oSelect Show History Table-History to review the changes made to the entry, including the user name and date/time of saved changes, and revert to an earlier saved revision.

oDelete Table-Delete the entry. Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.

hmtoggle_arrow1Creating, Viewing, or Editing Status of Training Entries

On the Status of Training screen:

•Select NewIcon to create a new status of training entry.

•Select View Table-View to review a selected status of training entry. If you need to make any changes, select Edit on the Status of Training Detail screen.

•Select Edit Table-Edit to make changes to a selected status of training entry.

Any of these options opens the Status of Training Detail screen, ready for you to enter, review, or update the fields below.

Customizations > Lists > Status of Training Detail Screen

Figure 409: Customizations > Lists > Status of Training Detail Screen

 

Then:

•To create a new status of training entry, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing status of training entry, select Save. This will return you to the list of status of training entries.

•If you do not want to keep the edits, just select Cancel to close the pop-up.

•If you're reviewing a status of training entry, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up.

Name

The Name is the text that will show in the drop-down.

Sequence (Seq)

The Sequence Number determines the order in which the entry will be displayed in the drop-down. To change the sequence, use Resequence on the main screen to change the order of the entries.

Is Active?

When the Is Active? checkbox is checked, the item is made active. An active item can be selected.

Unchecking the checkbox makes the item inactive. Any existing links to the list item will remain when the item is made inactive. An inactive item can no longer be selected.

Finding Entries

If you can't find the entry you're looking for, enter a search term in the Find: field and select Search. The table will list all entries that contain your search term on the screen.

You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.