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Working with Lists |
  
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Working with Lists |
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Lists
Throughout the Personal History Statement, a number of lists are presented. Working with list items is intuitive but here are the specifics:
Many lists include a + icon at the far left. When you see this, you can click to expand the list item and few a few specific details, usually primary contact information. This may be faster then opening the record from the list.
Click on any of the column values to open the record.
Some column values describe actions like Invite or Print. Action items have an icon associated and will perform the described action as opposed to opening the associated record.
For any list items that represents a person or entity to be contacted, the list items will be highlighted in red if no contact has been made and will be highlighted in green if contact has been made. The is set by the Date Contacted calendar field on the associated record.
Typical List
In some cases, the Investigator is able to add items to a list. In that case, there will be a button labeled Add at the bottom of the list.