Home > Setting Up and Managing Processes > Element Items and Element Item Groups > Viewing or Making Changes to an Element Item Entry

Viewing or Making Changes to an Element Item Entry

To view or make changes to an {Element} entry:

1. Click on Element Items… in the Process Management tab.

   A drop-down menu appears that contains the elements that you have previously defined.

   

   Note: The element items on your screen may be different from the element items that appear in the above figure, since these are all user-defined elements.

   
   

2. Click on an element item in the drop-down menu to open the Manage {Element} screen. For example, click on Client to open the Manage Client screen.

   Note: Since the element items are user-defined, each organization may have its own element items. Therefore, in these pages, we have referred to the element item as “{Element}”. Replace this with the name of the element that you click on. For example, if you click on “Client”, the Manage Client screen will appear, whereas if you click on “Project”, the Manage Project screen will be displayed.

   

   Note: Since the element items are user-defined, each organization may have its own element items. Bear in mind that since these are all user-defined elements, the items on your screen may be different from the items that appear in the figures on these pages. As an example, in these pages we will see how to manage (add/edit/delete) Client entries. Though the screens may be different, the steps to be followed will be the same for any item under the Element Items… button.

   
   
3. Select an {Element} entry from the list in the {Element} panel and click the Open button.
4. Make changes to the {Element} entry. (See Adding an Element Item entry for more information.)

5. Finally, do one of the following...

   Do this...	To...
   Click the Save & New button	Save the changes that you have made to the {Element} entry and start creating a new {Element} entry.
   Click the Save & Close button	Save the changes that you have made to the {Element} entry and return to the Manage {Element} screen.
   Click the Cancel button or the Close button on the top right corner of the {Element} dialog box	Return to the Manage {Element} screen without saving the changes that you have made to the {Element} entry.

See also