Home Explorer Using Entries Adding, Editing and Deleting Entries

Adding, Editing and Deleting Entries

This article applies to version 4.14 and later of P2 Explorer. Note, some screenshots on this page may be of earlier versions. For more, see Release History.

Entries are a record of cases, events or activities and can be added, edited and in A-Plus and Shift Log, deleted.

Entries are used in A-Plus, Case Management and Shift Log.

Add a New Entry

You create new entries by first, entering data into an entry dialog, and then saving the data.

To open the relevant entry dialog, follow the instructions below:

A-Plus

 After selecting a site and area the New Event button is displayed. Click New Event to open the Create Event dialog.

Create Event dialog:

Note: The New Event button is only available after a site and area are selected.

Case Management

 Click the New Case button to open the Create New Case dialog.

Create New Case dialog:

Shift Log

 Click to open the Add Entry dialog.

Add Entry dialog:

Next, fill in the required fields and save the entry.

After the entry is saved:

A submitted Shift Log entry form:

Related: Saving Entries, Draft Entries, Subform Entries, Case Categories, Entry Dialog, Entry Dialog Tabs, Entries Table.

Important: Rules are not run when a draft entry is saved. They only run when an entry is submitted or resubmitted.

Edit an Entry

All entries can be edited. Note, closed A-Plus entries need to be reopened before they can be edited.

To make changes to an entry, click the relevant entry in the entries table to open it for editing.

Update the entry details and save your changes.

When a form is open for editing, the tabs on the right side of the dialog are available.

Delete an Entry

Entries can be deleted from A-Plus and Shift Log.

Deleting an entry will remove it from the system, along with any comments and attachments for that entry. 

Note: You will only be able to delete entries if you created them, or if you are an administrator.

Entries are deleted by:

  • Clicking the 3 dots on the right side of the entry in the entries table, or the entry dialog
  • Selecting Delete this Entry or Delete this Event
  • Clicking Delete to confirm

A-Plus

Entries table: Entry dialog:

Shift Log

 

Entries table: Entry dialog:

Field Operator entries are deleted by tapping the delete button at the bottom of the entry dialog.

Subform Entry

Subform entries can be deleted from:

  • An entry table or entry dialog when they are separate entries
  • Within the entry dialog they were created in, when they have a status of New.

1. Click the icon to delete the subform entry.

2. Click Delete to confirm.

Note: Subform entries are saved as an entry and function the same as any other entry, after the originating entry form has been submitted. 

Important: If a draft entry containing a subform entry is deleted, the subform entry will also be deleted.

Release History

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