Projects
Contents
REQUIRED FIELDS FOR PROJECTS:
Name
Description
Process:
The main page displays all active projects. There is an option to view inactive projects as well as for an advanced search, export data and to add a new project.
EDIT/VIEW EXISTING PROJECT
Locate the project and click Edit and a new page opens the project details. If any changes are made click Save.
ADD NEW PROJECT
Click +Add Record. Enter the name of the project, a description and any additional comments needed. Click Save and a message displays The record was saved successfully and the Active project page is displayed.
DEACTIVATE
Locate the project being deactivated and click Edit then click Deactivate and the system prompts Are you sure you wish to deactivate this project? Click Cancel to return or Deactivate to continue and a message displays The record was deactivated successfully. If a project is marked inactive it cannot be reactivated, a new project must be created.
Field Definitions:
Name Enter the name of the project.
Description Enter a description of the project.
Comment Enter any additional comments about the project.