<< Click to Display Table of Contents >> Navigation:  Topics > Working with the Topic Editor

 

Overview

 

Topic Editor allows you to manage your Topics And Criterion. Before any worksheets can be entered in the system an outline of the indicators, which you will be monitoring, needs to be created using this option. 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.

 

Once in Topic Editor you can:

 

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

 

•Topics and Criterion can be managed using Working With Topics And Criterion.

 

•Once created, Topics and Criterion can be printed using Printing Emailing Exporting Topic Editor.

 

•User who creates Topics gets full-access rights to them. He 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 using Worksheet Data Entry.

 

Local and Global Topic Editor

 

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