GUIDE STATUS:
| Status | ||||||
|---|---|---|---|---|---|---|
|
- Navigate to a record list you would like to export. A list of projects is used in the example below.
- Filter your record list by following the Using Lists guide.
- Once your list is ready to export, right click on a column header. A menu with list options will appear.
Hover over Export and export options will appear for the list.
There are a few different export options. To export to a an Excel, CSV, or JSON file, select Excel (.xlsx), CSV, or JSON from the menu.
To export to a PDF, hover over the PDF menu item, and select Portrait, Landscape, Detailed Portrait, or Detailed Landscape.
A progress dialog box will appear. Click the Download button to save the export to your computer.
record that is being worked on. - Scroll down and click on the Notes tab under the general information fields.
- Enter your work note in the Work notes field, then click the Post button to save them.
Update Log
| Updated By | Date | Notes |
|---|---|---|
| Michael Anthony Waara | 11 | Approved by Chris Nelson. Available for OIT use. |
| Michael Anthony Waara | First draft complete. Pending review. | |
| Michael Anthony Waara | 04 | Initial creation. |