My Updates serves as a hub where you can conveniently view and manage all the updates under your responsibility. It simplifies the task of staying informed about your updates and making sure they are completed on time.
My Updates
On the My Updates page, you will see all your active Workflows. Each Workflow contains custom instructions written by your ClearPoint Administrator to guide you in making updates. To the right of the workflow name, you’ll also see Start and End Dates, the Reporting Period, and a Progress Tracker.
The Start and End Dates define the Reporting Cycle and when your tasks should be completed. After the end date has passed, you will no longer be able to make your updates and mark these tasks as complete from the My Updates page.
The Reporting Period is the period that you are making updates for. The Progress Tracker shows you how many tasks you have completed in your list for the workflow.
Workflows contain all the Elements you are responsible for updating during a Reporting Cycle. Workflows are created by your ClearPoint Administrators and help make sure all the necessary Elements are updated for a Reporting Cycle. The Elements in each workflow are referred to as Tasks and will be listed underneath the instructions, start and end date, reporting period, and progress tracker.
From your Control Panel
Click on My ClearPoint
Select My Updates
Making your updates
Click on the Edit Pencil icon
An Edit window will appear where you can make all the necessary updates
Double-click into the fields in the Edit Window to make updates
Click the Green Checkmark to Save your work
If you are satisfied with your updates, check Task Complete
This is an important step because it allows you and your ClearPoint Admin to track your progress and see when you are done with all your tasks.
You can move on to the next element on your list by clicking Next in the Edit Window.
When you are done making your updates and have marked all your tasks as complete, you will receive a congratulatory message!