CONTENTS • USING DROP-DOWN LISTS IN FORMS • HOW TO MODIFY LISTS • DETERMINING YOUR PERMISSIONS
OVERVIEW:
A Details Form for an individual Observation, Audit, Incident, etc. includes a number of fields. In many of these, you can select an option from a Drop-Down List.
People with the appropriate Permissions have the ability to Add to or otherwise Modify these Drop-Down Lists. System Admins assign or restrict those Permissions.
OVERVIEW OF DROP-DOWN LISTS IN FORMS
OPENING A FORM
• At the top of the screen, click the down-arrow next to All Projects (or Divisions, Worksites, or whichever term your company uses). Then select the appropriate item.
• Go to any Module Card (in this example, we’ll use Observations) and click + Add to open a blank Form for Adding a new Observation.
OR
• Click on the large Icon in the Observations Card to open a List View of all Observations currently in the system. By double-clicking an item, you’ll open the Details Form for that Observation.
Either way, the Form you now see is made up of a number of Fields.
DROP-DOWN LISTS
Clicking the down-arrow in fields with a small Down Arrow will display a Drop-Down List of options when you click that arrow.
In this example, if you go to the Jobsite Location field, and click its down-arrow, you would see that the Drop-Down List includes several options for you to choose from.
But let’s say an Observation occurred in a Jobsite Location that’s not on this list. How can you add that new Jobsite Location as one of the list options? See below.
HOW TO MODIFY LISTS
ACCESSING MODULE LISTS
First, be sure the appropriate Project (or Division, etc.) is chosen at the top.
Next, bring up the Card for Observations, and click the small Gear/Settings Icon at upper right.
This opens the Observations Settings window. Here, we’ll choose Jobsite Work Locations from the left menu to view the current list.
ADDING TO THE LIST
Click + Create New at top of that window (above). Then in the small window that appears (below), add the Name of the new Jobsite Work area, and click the Green Disk Icon to Save.
When you close out of the small window, you’ll see that the new Jobsite Work Location has been added to the list.
And when you go back to the Form for a new or existing Observation, you will see that the item you added now appears in the Jobsite Location Drop-Down list.
OTHER OPTIONS FOR MODIFYING LISTS
In the Observations Settings window, you can also select an item and click the Red Trash Can Icon to Delete it from the list.
Or, select an item and click the Pencil Icon to Edit that item’s Name or Description, then Save.
DETERMINING YOUR PERMISSIONS
As mentioned earlier, different people at the organization have different types and levels of Permissions.
If you see + Create New at the top of a certain module settings window, then you know you have the ability to Add items to the list.
If you see the Pencil Icon, you know you have the ability to select and Edit list items.
If you see the Trash Can Icon, you know you have the ability to select and Delete list items.
If you don’t have access to the list at all in Module Settings, you can still view the current list as a Drop-Down in that Module’s Details Form.