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Navigation & Status Icons

Save

Click this icon to save your work and changes.

Edit

Click this icon to change to edit mode and update information.

View

Click this icon to return to view mode from edit mode without saving changes.

Delete

Click this icon to delete the selected object.

All

Click this icon to sync information for all assigned projects from the computer to the server.

Attachments

Click this icon to sync the current project information including attachments from the computer to the server.

Note: Including attachments will slow down your sync time.

No Attachments

Click this icon to sync the current project information from the computer to the server without including attachments.

Note: Removing attachments from the synchronization process will improve your sync time.

Content Icons

These icons allow you to create, edit or delete content within the Project Workbench.

Tasks

Click this icon to view the tasks list associated with the object. Add, edit or delete tasks from this list.

Review

Click this icon to view the review information for the object. Update the status, add comments and lock the review.

Attachments

Click this icon to view a list of attachments associated with the object. Add, edit or delete attachments from this list.

Findings

Click this icon to view a list of findings associated with the object. Add, edit or delete findings from this list.

Add Test

Click this icon to add tests (RCM or ad hoc work paper types).

Add RCM Object

Click this icon to add a RCM object (risk, control or test) to the RCM work paper.

Notes

Click this icon to view a list of notes associated with the object. Add, edit or delete notes from this list.

Work Paper Types

Indicates Checklist work paper type

Indicates Meeting work paper type

Indicates Standard work paper type

Indicates RCM work paper type

Indicates Testing Details work paper type

RCM Work Paper Icons

Indicates a test in the RCM work paper

Indicates an objective in the RCM work paper

Indicates a risk in the RCM work paper

Indicates a control in the RCM work paper

Other Icons

Indicates there is more information that is currently not displayed on the screen. Click this icon to expand the view to see all of the text.

Locks the Project

Unlocks the project