Item Basics

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Adding a New Item

To add a new item in any category, find and click Add New.

Clicking this will take you to a form to fill out information on the new entry. Different categories have different entry forms specific to their category. Once all the information is entered, click Save.

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Editing an Item

To edit the information of an item, select and click a specific item (issue, checklist, asset, etc.) on any page and a new page displaying more details will load. Find and click Edit, which is usually located across from the item's name.

Click Save after modifying the information.

NOTE Editing when viewing a specific item's page generally has more options than editing from a list of items. For more information, see List functions.

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Deleting an Item

To delete an item, select and click a specific item (issue, checklist, asset, etc.) on any page and a new page displaying more details will load.

Find and click Delete, which is usually located across from the item's name.

When clicked, a second confirmation of deletion will be displayed. Click Delete again if you wish to proceed.

WARNING Should you accidentally delete an item, an Undo button will temporarily appear at the top of your browser. If an accidental deletion is not undone during this window, contact  support@cxalloy.com to restore the data.

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