Viewing additional details of a record in Online Reviews

Overview

In Online Reviews, you can view additional details of a record using the following methods:

  1. From the Show Detail drop-down menu
  2. From the right-click menu of a record

This article describes the steps to view additional details of a record in Online Reviews.

Who should read this?

  • TopTeam Users
  • Collaborators

Prerequisites

You must enable the checkbox “Yes, show additional details of a record in Online Reviews” in Define Review Step Wizard. This wizard can be accessed from Administration > Configure System Wide Settings > Configure Global Settings > Reviews and Approvals setting of TopTeam Desktop App.

media_1521439862380-1-1-1-1-1-1.png

Method 1. From the Show Detail drop-down menu

Step 1. Navigate to the Reviews screen of TopTeam Web

media_1521190660787-1-1-1-1-1-1-1-1-1-1-1-1-1.png

Step 2. Click a linked Review Request’s title to open its Review Document

media_1521191553159-1-1-1-1-1-1-1-1-1-1-1-1-1.png

Step 3. Review Document opens, select a record and click Show Detail

media_1521192137629-1-1-1-1-1-1-1-1-1-1-1-1-1.png

Details for the selected record display in the split window pane

media_1521192986344-1-1-1-1-1-1-1-1-1-1-1-1-1.png

Method 2. From the right-click menu of a record

media_1521193308475-1-1-1-1-1-1-1-1-1-1-1-1-1.png

Record details display in pop-up window

media_1521195309369-1-1-1-1-1-1-1-1-1-1-1-1-1.png

NOTE: You can also double-click a record to view its additional details in a pop-up window.

Revised: March 16th, 2018

Tags: