<< Click to Display Table of Contents >> Working with the Topic Editor |
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 |