Areas

Setting Description: List of options displaying in “Area” drop down field of both Site Visit and Clarification Request.

Provides categorization of a Site Visit and Clarification Request’s Items.

Note: Only Project Administrator or Software Administrators can configure this setting. The project must be Active for this setting to be configured.

Instructions:

1. From the Administration menu, select Settings. The Settings page displays.

   Tip: You can also access Settings from the Collapsed Menu.

2. In the Project Settings List, click Areas.

   

   The Areas page displays. Perform the following actions, as required:

   A. Create a new Area

   1. Select Add Area.

      

      A new row will be added in the Area Grid.

      

   2. Enter a Number for the Area, if required.

   3. Enter a Title for the Area, if required.

   4. Select Update.

   5. Repeat steps a. to d. to add new additional area(s) in the project, as required.

   B. Amend an existing Area:

   1. Select Edit next to the Area to be amended.

      

   2. Update the Number and/or Title as required.

      

   3. Select Update.

   4. Repeat steps a. to c. to amend other area(s) from the list, as required.

   C. Delete an existing Area:

   1. Select Delete next to the Area to be deleted.

      

   2. A confirmation pop up appears.

      

      1. Select OK to delete the Area.

      2. Select Cancel to retain the Area.

   3. Repeat steps a. to b. to delete other area(s) from the list, as required.

      Tip: If a “Trouble Encountered” error message “You cannot delete this item because it is referenced elsewhere “ appears when attempting to delete an existing Area, this Area cannot be deleted as it has been used on a Site Visit or Clarification Request in the project. If further assistance is required, please contact the Help Desk.