Product Documentation

Editing an issue that has been entered into the database allows you to update the status of an issue, change incorrect information or add additional information. Note that the Edit screen may look different from the Add screen. The administrator is able to design different layouts for each purpose of adding or editing an issue.

The Edit screen can be accessed from any of the following screen locations:

• Quicklist Report
• Detailed Report
• Summary Report
• Custom Report
• Home Page Reports
• New Issue Summary Screen
• ExtraView Email Notification
• Drill-down box on the navigation bar

Edit Issue screen

To edit an issue:

• Click on the Edit button next to the issue you want to modify. You will see a screen similar to the one above, with data specific to the particular issue.
• Make any changes or add any information.
• Click the Update button. The issue has now been updated, and email notification is sent out to the appropriate parties.
• If your administrator has configured the option, and you are editing an issue by drilling down from a report, then there will be two buttons on the menubar, Update & Next and Update & Prev. These allow you to move through a list of issues from a report, and to update one, then move to the next or previous issue without going back to the report
• There may also be an Update & Continue button.

Adding File Attachments

From the Edit screen, click on the Add Attachments button. A popup window will be displayed. You have the option of using either a standard uploader or ExtraView's Drag and Drop feature.

Drag and Drop File Upload

Simply place the file or image you wish to upload into the highlighted area, provide a description of the item, and click Upload. For more information about adding attachments, please refer to our Admin Guide.

Notification Options

Whenever issues are updated, email notification may be triggered to send information to users connected with the issue. These notifications are typically used to inform users such as the originator, the assigned to and the person who last updated the issue.

To prevent ExtraView from sending an email when you update the Knowledgebase, simply uncheck the box labeled Generate Email.

Uncheck box for no email generation