Managing Pull Lists

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Managing Pull Lists

 

Overview

 

This document describes how to manage a Pull List and its profiles. To understand what a Pull List is refer to Pull List. Once a Pull List has been created worksheets are added / imported to it using Managing Pull List Worksheets.

 

Managing Pull Lists

 

As Pull List is always created for a Review Template, choose a Review Template you want to work with. For each Pull List you can enter a 255 character comment, describing the Pull List. Choose one of the following options to manage the Pull List:

 

Add: (shortcut: Ctrl+N) To create a new Pull List.

 

Properties: (shortcut: double-click) To modify an existing Pull List.

 

Delete: (shortcut: Shift+Del) To delete an existing Pull List. Once a Pull List is deleted, all its profiles and worksheet records under it will be deleted; However Worksheets which have been reviewed for a Review Template will not be deleted.

 

 

 

Manage Pull List Dialog

 

Managing Pull List Profiles

 

For each Pull List you can create multiple profiles, this will allow you to manage worksheets more efficiently. When a new Pull List is created, the system automatically creates a default profile. You can choose to enter worksheets directly under the (default) profile, or can create new ones. Choose one of the following options to manage the Pull List Profiles:

 

Add: (shortcut: Ctrl+N) To create a new Profile.

 

Properties: (shortcut: double-click) To modify an existing Profile.

 

Delete: (shortcut: Shift+Del) To delete an existing Profile. Once a Profile is deleted, all pull list worksheet records under it will be deleted; However Worksheets which have been reviewed for a Review Template will not be deleted.

 

 

Manage Pull List Profile Dialog