Each data module (Main Column or Sidebar) for each page uses the following edit symbols, which the User (with proper security) will use to add, edit, or delete data.
Colored Text Link: These links can open an item to edit, or navigate to an item in a different tab. The User can use the cursor to hover over the data item – it will “turn blue” to show that it is a hyperlink. If the User clicks on the link, the item will open in a new tab for more detail. Or it will open the item’s edit screen – whichever is appropriate.
Click to show details for metrics, projects and tasks Click to hide details
Click this symbol to EDIT the element the pencil opens.
Click this symbol to ADD new data. Once the data has been entered into the quick entry fields and updated, click on the link to the new item and it opens into a full page where further editing can be done.
Click this symbol to DELETE an item. This is typically found at the end of the row naming the item you want to delete. In most cases you will be asked to confirm the deletion.
Users can adjust the order of the information by grabbing the DRAG/DROP symbol and move the item up or down, in or out. When you drag the red line shows where it will be inserted (under the red line).
Drag over the bottom half of 4 to drop as 5
Drag over 4 and hold SHIFT to drop as 4.1, or drag over the top half of 4.1 to drop as 4.1
Drag over the bottom half of 4.1 to drop as 4.2
Drag over 4.1 and hold SHIFT to drop as 4.1.1
Since you are dragging 4.2 in the example, dropping on 4.2 does nothing
More Edit Symbols
These symbols can be found at the upper right of any page. Click to open, from left to right:
Settings - Edit User's personal profile settings
Sign Out - Log out of Connections Online
Blue Question Mark - A help link that will take you to a relevant page such as this, for whichever page you happen to be on at the time
Lock - This icon will open security for the page being viewed
Bucket - Will take you to a page with a list of all deleted items for the current page. These deleted items can be restored by clicking the small trash bin icon next to it on the list.
Clock - Opens the archives for the site which are saved at the end of the every month
Red Tool Kit - Opens the application site administration page and will only appear if the user is a site administrator