In this view you can several new review objects at once with limited information.
You navigate to this view, by choosing Portfolio Management or Item Management. Then choose Create New Review action link. Select a bucket. Select Multiple Reviews.
When you create multiple reviews, the reviews are created for a bucket and are applicable to selected items within the bucket. Later, you can access the reviews, by choosing Portfolio Management. Then choose Reviews and select the review. You can add more information in the Review Overview view
Here you can provide the general information for the reviews:
Field |
Status |
Explanation |
Add More Rows |
As necessary |
The table displays 10 rows for entering the reviews. If additional reviews need to be added, specify the number and click OK. |
Review Name |
Mandatory |
This is an alphanumeric field. |
Date of Review |
Optional |
Enter date manually or select using the date picker. |
Status |
Mandatory |
Select the status of review from the drop down list. |
Number of Items |
Generated by system |
Displays the number of items already associated with the current review. |
Initiated by |
System Generated |
Displays the user creating the reviews. |
Bucket Name |
System Generated |
Displays the bucket name selected in the previous screen. |
External ID |
Mandatory |
Unique identifier |
Navigation |
Scroll |
The triangles at the bottom of the list facilitate scrolling. The three triangles pointing down help scroll down one row at a time, one page at a time and to the last page, respectively. The three triangles pointing up perform the same function for scrolling upwards. These triangles are inactive if all reviews fit within a page. |
Export to Microsoft Excel |
Export to Microsoft Excel (right top corner above the list) |
Here you can export list of select collections to Microsoft Excel. ... 1. Select the items from the list 2. Click Export to Microsoft Excel to access the Export view. 3. Click TableData.xls. |
You can invoke the date picker by clicking on the calendar icon next to a date field or by pressing the F4 function key while the cursor is in the date field. The date picker displays the monthly calendar.
· To scroll forward or backwards one month at a time, click the right or left triangle at the top.
· Double click a date to select it.
· Click anywhere else on the screen to exit the date picker without making any selection.