Click Forms on the navigation to the left of your dashboard. There are four options:
- Activities: used to capture the specific functions being carried out and reported on
- Categories: used to group specific activities
- Time Forms: used to define and configure your time studies
- Time Periods: used to define the timeframes of the year when you are capturing data
Each section has a search box and buttons to Add a new item or Export the existing list. There is a column of Actions on the far right, where you can perform actions such as:
- Edit
- Toggle active/inactive
- Set/Reset Default (Time Forms only)
- If a time form is set as default, then whenever you add a new user, this time form will be automatically assigned to them
- Delete
- This icon will be disabled in some cases to prevent you from deleting an item that is linked in such a way that it would disturb your data
Visual Guide:
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