[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist1.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
This tool is used to update the master list and templates.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist2i.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
“Add Item” launches a window to add another item to the list.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist2.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
In this window you are able to specify the Document_Order, Document_Description, and Document_Category. When finished click “Add” to add the item to the master list.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist3i.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
If you would like to edit an existing item, click the edit button located on the same line as that item. This will launch the edit window.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist3.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
In the Edit window you are able to Edit the Document_Order, Document_Description, and Document_Category. When finished click “Save” to save the changes.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist4i.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
If you would like to Delete an existing item, click the Delete button located on the same line as that item. This will launch the Delete confirmation window.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist4.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
If you are sure that you would like to Delete the Item, click “yes” to confirm the deletion or “no” if you would like to go back to the master list.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist5i.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
Any actions pertaining to templates are made on the Right side of the screen.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist5ii.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
If you select a template in the list then all of the items that are in that template will be highlighted in blue. This view allows for a quick view of which items are in the template.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist6i.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
To edit an existing template, click “Edit Template”. This will launch options for editing.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist6-3.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
At this point you can change the name of the template, mark it as “Hidden”, Add additional items to the checklist (by clicking on the line item to the left of the screen), or Delete a template. When you are finished editing, click “Save Template”. If you wish to navigate away without saving any changes, click “Cancel Edit”.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist7i-1.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
To create a new template, click “Add Template”
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist8.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
When creating a new template, one must first name it. After clicking “Add” you will see it appear in the list of templates (to the right of the screen). If you wish to add items to the template, select the template then click “Edit Template”.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist6i.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
Click “Edit Template”. This will launch options for editing.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/08/Masterlist6-3.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
At this point you can change the name of the template, mark it as “Hidden”, Add additional items to the checklist (by clicking on the line item to the left of the screen), or Delete a template. When you are finished editing, click “Save Template”. If you wish to navigate away without saving any changes, click “Cancel Edit”.
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