Editing Items vs. Creating New Items

Editing Items vs. Creating New Items

Currently, the only time sites should be editing items is where there is a spelling error or when marking items inactive. A new replacement checklist item should be created and the old one marked inactive.

Examples:

• Where line item (e.g. checklist) should be edited -

• Current: Have all safety checks been performed?

Edit item

• New: Have all safety checks been performed?

OR

• Current: Have all safety checks been performed?

Supervisor: “We don’t need this anymore”

Mark inactive

• Where line item (e.g. checklist) should be new –

• Current: Have all safety checks been performed?

Supervisor “Can we replace this with ‘Daily performance report sent’?”
– Yes

Mark current checklist item ‘inactive’, then create new checklist item for new question/request (as these items are unrelated)

To Modify a Shift Log (Creating New Line Items)

1. Follow steps 1-4 of To Create a New Shift Log
2. To Create a New Category Header or Line item under the Attributes tab: Right click and select New

3. Fill in all relevant fields and select Save. The new line item
   should now display under the Attributes tab

• Sequence is the display order of the Category / Item

4. To Create a New Category Header or Line item under the Checklist
   Items tab: Right click and select New

5. Fill in all relevant fields and select Save. The new line item
   should now display under the Checklist Items tab

• Sequence is the display order of the Category / Item

6. To Create a New line item under the Key Activities tab: Right
   Click and select New

7. Fill in all relevant fields and select Save. The new line item should now display under the Key Activities tab

• Sort order is the display order of the Activity

To Modify a Shift Log (Editing Line Items)

Please note: See Editing Line Items vs Creating New Line Items for information on when line items should be Edited as opposed to marked Inactive

• Editing items should only consist of updating Spelling Errors, if the item is no longer required, inactivate it.

1. Follow steps 1-4 of Create a New Shift Log
2. To Edit a Category Header or Line Item under the Attributes tab:
   Right Click and select Edit

3. Fill in all relevant fields and select Save. The edited line item should now display under the Attributes tab

• Sequence is the display order of the Category / Item

4. To Edit a line item under the Checklist Items tab: Right Click and select Edit

5. Fill in all relevant fields and select Save. The edited line item should now display under the Checklist Items tab

• Sequence is the display order of the Category / Item

6. To Edit a Line Item under the Key Activities tab: Right Click and Select Edit

7. Fill in all relevant fields and select Save. The edited line item should now display under the Key Activities tab

• Sort order is the display order of the Item

You can remove a line item that is no longer required (this can be done under Attributes, Checklist Items or Key Activities tabs)

• Please note: See Editing Line Items vs Creating New Line Items for information on when line items should be Edited as opposed to marked Inactive

8. To mark a line item as Inactive under the Attributes, Checklist Items or Key Activities tabs: Right Click and select Edit

9. Select the tick box marked as Active (the tick will disappear) and select Save

10. A dialogue box will display advising that once this line item is marked inactive it can only be reactivated by a System Administrator (Intov8 Support Team), read and select Yes if applicable

11. The line item should no longer display under the Attributes,
    Checklist Items or Key Activities tab (depending on line item marked
    Inactive)