The Planning Item log displays the log and the preview pane (Company Workspace > User mode > Planning Manager).
Note: The functions of the options presented below have been explained in the preceding sections. This section explains new functions and procedural differences.
The log contains the following toolbar options:
- Create
When you click Create to create a new record, the Create New Planning - Item window opens. The three horizontal bars icon enables you to update a record and access the following:
- Delete
- Print
- HTML
- Custom
- Terminate Record
- Transfer Ownership
- Help
- [Planning Item] Help
- User Productivity Kit
- Close
During the creation step, the record has the following tabs:
- Comments
Enables you to add comments to the Planning attribute, only in the edit mode.
- Linked Records
Enables you to link records to the Planning attribute. The functional flow is the same as a non-workflow business process.
Note: When you are updating a record, the following additional tabs are displayed: Audit Log and Reference Records.
- Actions
- View
- Edit View
- Refresh
- Print
- Export To CSV
- Export To Excel
- Search
- Find on page
- Help
- [Planning Item] Help
- User Productivity Kit
The Actions option enables you to:
- Import
- Export CSV Template
- Edit Permissions
- Bulk Edit
- Transfer Ownership
- Terminate Record
- Bulk Delete
For each record, the gear menu ( ) are as follows and each option enables you to conduct the action on one particular record.
- Open
- Edit Permissions
- Print - HTML
- Print - PDF
- Print - Custom
- Transfer Ownership
- Terminate Record
- Delete
The log preview pane has the following tabs:
- Record Details
- Attachments
- Permission
Note: If an attribute form is present, then you can hover over the question mark (?) symbol to see more information in the form of a tooltip.