Working with the Topic Editor

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Working with the Topic Editor

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Overview

 

The Topic Editor allows you to manage your Topics And Criterion. To access the Topic Editor choose (Global / Review Template)->Topic Editor from the Folder Items list. If you do not see the Topic Editor in the Folder Items area you may not have rights to it. Read more about role rights at Role.

 

Note:

 

Before using the local Topic Editor a Review Template needs to be created. See Creating Review Template.

 

Topics and Criterion can be managed. See Working With Topics And Criterion.

 

The User who creates Topics gets full-access rights to them. They can further assign them to other roles using Assigning Topic Rights. To learn about Topic rights see Role.

 

Once Topics and Criterion have been created and worksheet rights assigned, data entry can be performed. See Worksheet Data Entry.

 

Local and Global Topic Editor

 

The Topic Editor is available under both Review Template and Global nodes. The Topic Editor under Review Template is also referred to as the Local Topic Editor. Topics are created in the Global Topic Editor and then included in a Review Template via the Local Topic Editor. The following table outlines the differences between them and when you should use which one:

 

 

Feature

Global

Local

Add Topics

Yes

No

Add Criterion

Yes

Yes

Convert Topic to Criterion or vice-versa

Yes

No

Delete Topic

Deletes permanently from all the Review Templates

Just excluded from this Review Template

Delete Criterion

Deletes permanently from all the Review Templates

Changes to Long and Short Description

Changes are reflected in all Review Templates

Changes to Default value, Threshold, Filter

Only to Global

Only to this Review Template