Projects

Put your records on. Tell me your favourite job.

On this Page

• Introduction to Projects
• Renaming a Project
• Star Rating
• Favorites
• Sharing
• Action Menu
  • Owner
  • Reviewer 
  • Process Manager
• Settings
  
  • Edit Card Content

• • Manage Access

• • Properties
  • Delete
• Record Stage
• Versioning
• Saving
• Authoring and Editing

---

Introduction to Record Pages

Record Pages are the outcome of the admin process. There are different record types and the record itself is fully customizable. On this article, we will cover features and settings that are present on every record page.

 

---

Renaming a Record

Steps:

1. Click the record name.
2. Edit the record name.
3. Select elsewhere on the page to deselect the record name.

 

---

Star Rating ⭐

You can rate all records from 1 Star to 5 Star.

To give a record a star rating, simply click how many stars you would like to give it within the record header.

---

Favorites ❤️

To favorite a record simply click the  favorite icon next to the star rating at the top of the page.

Filled Heart    = Favorited

Outline Heart  = Not Favorited

 

---

Sharing

Steps:

1. From a record page.
2. Click the share icon .
3. Select with method you wish to share by. You can either copy the shortlink and share through a channel of your choice, or share directly via your email client.

 

---

Action Menu

Actions are specific to records and will be different depending on the record type. There are currently two types of record, Project and Business Case. Here are the current actions available.

Stage Approval

Stage Approval is available to Project and Business Cases. It is used to move a record from one stage to another. There are three different roles that are involved here, Owner, Stage Reviewer, Process Manager.

 

Owner

An owner has the responsibility of submitting a record to the Process Manager(s) for review and stage approval.

To submit a stage approval:

1. Select Action Menu and Stage Approval.

2. Click Submit.

 

Stage Reviewer

A stage reviewer is established within the workflow review stage and has the responsibility of submitting a review when the record is within a review stage.

To review a stage:

1. Select Action Menu and Stage Approval.

2. Review the stage and check each task that has been completed.

3. (Optional) Leave a comment.

4. When all tasks are completed you can submit your review by clicking Approve.

 

Process Manager

A Process Manager is responsible for approving or rejecting a stage review submission. They also have the ability to manually change the stage if 'Allow Manual Stage Changes' is checked within workflow. Process Managers also have the ability to override a review stage even if the required number of reviews have been met.

To approve a submission:

1. Select Action Menu and Stage Approval.

2. Under Tab 'Submit Approval'.

3. Click Approve.

To manually change stage:

1. Select Action Menu and Stage Approval.

2. Under Tab 'Manual Review'.

3. Select the stage you would like to change to within menu 'change stage to'.

4. Click Update.

To override a review stage:

1. Select Action Menu and Stage Approval.

2. Under Tab 'Approval Override'

3. Click Approve.

 

---

Settings Menu

Record settings are consistent across all records. This is accessible by clicking on the settings icon within the record header. Each option is outlined below:

Edit Card Content

Here you can edit the default information (Description and Image) displayed within the records card.

You are not able to edit what is displayed within the dropdown area. This is configured by an admin here.  

Manage Access

Here you can configure record access for each predefined role:

• Process Managers
  Defined at template level. Process Managers act as record admin and will have edit access as well as admin access.
• Owners
  Defaults to the Record Creator. Owners are displayed on the card.
• Editors
  Has edit access on the record.
• Readers
  Has read-only access on the record.
• Stage Reviewers
  Reviews the current stage according to the criteria set by the admin. Can submit a review of the current stage for approval.

Properties

Here you can view details related the record:

• Auto-approve team member updates
  

  This allows all changes made to any tables in the project made by assigned table row owners to be automatically approved.   If this is disabled project owners will need to review changes individually.

• Project Start Date (can be automatically rolled-up up from a selected schedule table)
• Project End Date (can be automatically rolled-up up from a selected schedule table)
• Percent Complete (can be automatically rolled-up up from a selected schedule table) 
• ID
• Created By
• Created Date
• Modified Date
• Form Name
• Workflow Name
• Template Name
• State
• Read-Only

Delete

To delete the record, click the delete button within the settings menu.

 

---

Record Stage

The current stage is displayed within the Record Header as a chip to the right of the settings icon . Stages are set by an admin.

 

---

Versioning

edison365 allows you to take snapshots of the page via versioning.

Steps

1. Click on the Version Chip in the record header.
2. From the dropdown menu, click Create New Version.
3. This will take a snapshot of the record and open this newly created version. This is not editable. It will be automatically named and dated.

 

---

Saving

edison365 autosaves your record as you edit.

To understand further how the autosave works, you can see the stages of each save below. These are visible within the record header.

     Waiting to save (in edit)

     Saving

     Saved

 

---

Authoring and Editing

edison365 currently supports one editor at a time. It operates a first-come-first-edit system.

To understand how this works, who has edit access, who will get edit access next and some of the logistics behind it see below.

---

Other Links

• Create
• Home Page
• Personal Page