Difference between Edit and Update in ClearPoint.
Edit fields remain consistent throughout time and include fields such as Owner or Description, for example, if you made a change to a description in July, you'd expect the Description to be the same in August.
Update fields are changed over time based on the reporting frequency set for an element. Fields like Analysis, Status, and Measure Data are examples of Update fields. For instance, if you provide a Green Status in July you'd expect the status to be reset in August.
Detail Page
On the Detail Page, you can quickly identify if a field is an Update Field by looking by the reporting period name at the top right corner.
From your Control Panel
Select Scorecards & Elements
Click on Measures
Choose the Measure you are going to be working with
Update fields can be identified by the reporting period name
Update from Detail page
On the Detail page, you can double-click on the fields you want to update.
Double-click on a field, for example, Analysis
Update accordingly
Click Save at the top of your screen
Update from the Edit window
In addition to the Detail page, you can also make your updates from the Element Edit window.
Click on the Edit pencil icon
Navigate to the Update Fields tab where you can make updates or
Navigate to the Update Data tab where you can input data into the Measure Data table
Click Save
Update from Summary Reports
Updates from Summary Reports can be helpful if you need to make updates to multiple elements at once.
From your Control Panel
Select Scorecards & Elements
Click on Manage Reports
Go to Initiative Reports
Select the report you are going to be working with
Double-click on the fields you want to update
Once you are done with your updates
Click Save at the top right-hand of your screen
My Updates page
If your ClearPoint Administrator has set up Reporting Workflows you may be asked to perform your updates from the My Updates Page.
You will see a filtered list of the Elements you need to update for the reporting period. Double-click on any of the Elements that require your attention.
From your Control Panel
Click on My ClearPoint
Select My Updates
Click on the Edit Pencil icon
Double-click on any of the Elements to update it
When you are finished, mark the Task Complete checkbox
Click Save