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<< Click to Display Table of Contents >> Managing Pull Lists |
  
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<< Click to Display Table of Contents >> Managing Pull Lists |
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Overview
This document describes how to manage a Pull List and its profiles. Once a Pull List has been created, worksheets are added / imported to it using Managing Pull List Worksheets.
Managing Pull Lists
Choose a Review Template you want to work with. For each Pull List you can enter a 255 character comment. Choose one of the following options to manage the Pull List:
▪Add Pull List: To create a new Pull List.
▪Edit Pull List: To modify an existing Pull List.
▪Delete Pull List: To delete an existing Pull List. Once a Pull List is deleted, all its profiles and worksheet records under it will be deleted. Worksheets which have been reviewed for a Review Template will not be deleted.
Managing Pull List Profiles
For each Pull List you can create multiple profiles. This allows for managing worksheets more efficiently. When a new Pull List is created, a default profile is created automatically. You can choose to enter worksheets directly under the (default) profile, or create new ones. Choose one of the following options to manage the Pull List Profiles:
▪Add Pull List Profile: To create a new Profile.
▪Edit Pull List Profile: To modify an existing Profile.
▪Delete Pull List Profile: To delete an existing Profile. Once a Profile is deleted, all pull list worksheet records under it will be deleted. Worksheets which have been reviewed for a Review Template will not be deleted.
