Adding Text to a Decision
Incident Owners and Editors can add text to pending decisions using either the Default Decision Editor or the Advanced Decision Editor for their incidents. Once a decision has been published, it is no longer editable. If you want to copy and paste text into a decision from an existing document see Copying/Pasting Text into a Decision.
To add text to a decision using the Default Decision Editor:
- Navigate to the Pending Decision on the Decisions tab and select the section to add text to by clicking the radio button next to the section. Select Edit.
- The Default Decision Editor opens. Note that depending on which section of the Decision you are editing different required and optional content will be available for inclusion. For example in the Course Of Action Vertical Tab users can opt to include a Strategy, using the provided comment box to enter text and select the checkbox to include the Strategy in the Decision.
Users can also create a required Action Item by clicking Create Action Item and entering text in the provided comment box. Each section (accessed by selecting the Vertical Tab) has different potential text that can be added, either by a comment box and/or through a checkbox.
Users can also enter text by selecting Insert Section on the lower portion of the screen.
- Fill in the required Section Title field and optional Text Before and Text After fields. The Text Before field will display before an image if an image is selected and the Text After will display after an image if an image is selected. It is not necessary to select an image; users can enter only text if that is desired. See To Add Images to a Decision using the Default Decision Editor if adding an image is desired.
- Select Save to include the text to the Decision Content.
Users can insert another text section by clicking Insert Section or Insert Before depending on if it is desired to add a new text section before or after an existing section.
Use the Edit button to edit text in any of the added sections.
Use the Move Up and Move Down arrows to change the order of the text sections.
To delete a text section, click Delete.
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Last updated on 12/27/2021 12:32:39 PM.
To add text to a decision using the Advanced Decision Editor:
- Choose the tab
- For decisions that have not been converted to the Advanced Decision Editor, ensure all sections of the decision are Checked In and select Convert to Advanced.
- Select the Pending Decision > click Edit. The Advanced Decision Editor page appears.
- From the Decision Content Tree, select the Content you want to edit. The content appears in the text editor pane.
- Place your cursor where you want to add text, then start typing.
- Click Save. (You want to save frequently, especially if you are adding a lot of text.)
When you are done editing the decision content, you can navigate back to the Decision tab to Check-In the Pending Decision.
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Last updated on 12/27/2021 12:32:39 PM.