start:panel_management
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start:panel_management [2016/08/29 11:48] rnadler created |
start:panel_management [2016/11/03 15:55] rnadler |
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| - | **Panel Management** | + | **Alignment Table / Panel Management** |
| - | Virtually all of your audits will use a panel. | + | Virtually all of your audits will use an alignment table or what is often refered to as a panel. |
| - | Workgroup panel: A workgroup panel can be referenced across a number of audit projects. | + | __Workgroup panel__: A workgroup panel can be referenced across a number of audit projects. |
| - | Individual | + | __Individual |
| To set up a workgroup panel click the Panel Management button on the main menu and follow the instructions for uploading a panel for a .csv file. We suggest downloading the template to upload panelists from the import/ | To set up a workgroup panel click the Panel Management button on the main menu and follow the instructions for uploading a panel for a .csv file. We suggest downloading the template to upload panelists from the import/ | ||
| - | The process for setting up an individual audit panel is the same, however first make sure the project is setup, that the deployment option for the individual panel is selected and then with the project selected proceed to the panel management area and upload the panel as described above. | + | The process for setting up an individual audit panel is the same, however first make sure the project is setup, that the [[start:deployment|deployment]] |
start/panel_management.txt ยท Last modified: 2017/01/28 08:43 by rnadler
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