1. Click the Topics tab.
The Topics page appears.
2. Click Add Topic.
The Add Topic page appears with a set of fields for topic-related information. The specific fields that appear depend on your topic workflow configuration.
Note: You may also be able to add a new topic when you save an attachment to a topic from other pages in the application.
3. In the Topic template field, select a topic template that can provide default values for the Topic General Information and Topic Actions, or click Browse to select from a detailed table of topic templates.
The Topic template field is available only if there are templates that have been made visible to a work team in which you are a member.
4. In the Visible to work team field, select the work team or teams whose members can view or act on the topic, or click Browse to select from a detailed table of work teams. For more information, see Making a topic visible to a work team.
Available work teams are those for which you have the edit topics/actions permission. Your topic workflow configuration defines whether you must specify a single work team (from the Visible to work team drop-down list) or you can select zero, one, or multiple work teams (from the Visible to work team list box).
Note: If you do not select any work teams, only you are able to view and act on the topic.
To select multiple work teams in the list box, hold down the Ctrl key while clicking each work team. Deselect a work team by holding down the Ctrl key while clicking the work team.
5. Specify values for the rest of the fields.
Note: When a topic is created during the process of saving another Empirica Signal object as an attachment, requirements for the initial state are not enforced until the topic is edited.
The fields listed below are standard fields that might appear on the Topic page when you add a topic.
Fields |
Description |
Topic name |
Name of the topic. |
Topic description |
Description of the topic. |
Current state |
The state of the topic in the topic workflow. States are defined by your organization to represent the expected workflow, and are specified in the topic workflow configuration. |
Assigned to user |
User to whom the topic is assigned. By default, a topic that you add is assigned to you. If you assign the topic to a different user, that user can view or act on the topic. Available users are those in all work teams to which the topic has been made visible and who have the Edit Topic/Action work team permission . |
Keywords |
Free text that you can use to filter (limit) the topics that appear in a table, or to select a topic. |
Additional, custom fields might also be available.
6. Optionally, assign the topic to a project.
7. Do one of the following:
A. Click Save.
The topic is created and an entry is added to the History of Topic General Information section.
B. Click Save & Edit to continue editing the topic.