Adding Cost Tracking Content

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Viewing and Updating Global Information

The Global Information Bar of an Organization is displayed while viewing any section in the module. The edit capability for all other summary information is based on permissions and your local configuration.

Editable sections in the Global Information Bar are the fields where the text is blue with dotted lines underneath (hyperlink).

1. Click the hyperlink to open a corresponding pop-up box to editing existing content.

cost tracking

Link to Related Case Files

1. Select the name of the Case the Costsheet is associated with and you will be brought to the Case module.

Viewing Overview Details

The Overview Details section is the initial section that is displayed when clicking on an Costsheet.

When opening a Costsheet, sections automatically display only if they are enabled in Preferences. You can open disabled sections from the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.

The enabled sections that automatically display when you initially select the Costsheet are in read-only mode. To edit an Costsheet’s information, open the section from the link or expanded folder.

1. In the Expanded Treeview of the Browse Panel, click on the Costsheet’s name or icon, or from the Navigation Icons Panel select the overview icon icon to open the Overview section.

cost tracking

Tip: Additional sections can be enabled by default on the Organization Preferences page.

Viewing and Updating Details

View Details

The Details section records information about the details directly associated to the Costsheet. It will show previous details and is available to add or edit details.

1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the Details icon icon to open the Details section.

2. The free-form text space is available for edit.

details

Tip: The name and shortcut keys appear in a pop-up box when hovering over tools.

Edit Details

1. Enter (or edit) details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.

2. When the entry is complete, click the Save (disk icon) button save icon.

Viewing and Updating Person

View a Person

The Person section records related people and information about related people who are associated with the Costsheet.

1. In the Expanded Treeview of the Browse Panel, click on the Person section title or icon, or from the Navigation Icons Panel select the Add Existing Members -icon icon to open the Person section.

person

Filter People

You can filter people based on full name and username

1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Person

Viewing and Updating Expenses

View Expenses

The Expenses section provides the space to view expenses associated with the Costsheet that is being viewed.

1. In the Expanded Treeview of the Browse Panel, click on the Expenses section title or icon, or from the Navigation Icons Panel select the Navigation Icons Panel icon to open the Expenses section.

cost

Note: Selecting the Parent ID on any expense will take you to the associated module of the Parent Type and will display the case, complaint, etc.

Viewing and Updating Tags

View Tags

The Tags section provides the space for associating tags directly to a Costsheet.

1. In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the tags icon icon to open the Tags section.

tags

Add Tags

1. To add a tag, click the icon button on the section title bar. This will link to a pop-up window where a reference can be added.

Tag

2. Complete the fields and select Add Tag when finished.

Delete Tags

1. To delete a tag, click the delete button, and the entry will be removed.

Filter Tags

You can filter tags based on the tag, the date created, or the user who created it.

1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

tags

Viewing and Updating Tasks

View Tasks

The Tasks section records information about the tasks directly associated to the Costsheet. It will show previous tasks and is available to add or update tasks.

1. In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the correct icon icon to open the Tasks section.

tag

Add Tasks

1. To add a task, click the icon button on the section title bar. This will link to a pop-up window where a participant can be added.

new task

Note: Required fields are outlined in red.

1. Complete the required fields and any additional fields and click Save Task when finished.

Edit Tasks

1. To edit a task, click the edit icon button, and you will be able to modify a previous entry.

Delete Tasks

1. To delete a task, click the delete button, and the entry will be removed.

Viewing and Updating Documents

Documents section

The Documents (or Attachments) section provides the space for associating documents to a Costsheet and individually managing each file.

1. In the Expanded Treeview of the Browse Panel, click on the Documents section title or icon, or from the Navigation Icons Panel select the Document - icon icon to open the Documents section.

documents

From the Documents section, you can

  • Create form-based documents
  • Add documents from shared drives and assign document types as you copy them into the costsheet folder
  • Copy or move files from other costsheets
  • Organize the document collection using familiar folder structures
  • Track versions and reinstate to Active status
  • Assign document-level access permissions for each participant
  • Split and merge documents
  • Mark and annotate pages
  • Insert page layers to control document review and content release
  • Download, export, and print files
  • Designate a file as Document of Record

For descriptions and instructions, refer to the Document Management section of this document.

Filter Documents

1. To filter documents, start typing in the filter box. As you type, attachment titles that match what you are typing will be displayed in bold. Any document titles that don’t match what is being typed become greyed out.

document

Search Documents

1. To search documents, start typing in the search box. Once you have typed what you would like to search, press enter or click the search button.

document