Update vs Update and Select

This article outlines the differences between the action item Update and Update and Select buttons and provides examples for when to use each.

When creating or stepping an action item, you can click the following buttons to create/start the action item:

• Update: Moves your screen from the action item and steps it through its applicable steps. If the next step is meant for another role in your company, you may no longer see the action item at all.
• Update and Select: Moves the action item through its steps as normal, but also displays that action item's page to show each step it has been through (including any descriptions, notes, or messages in the steps).

Update

Example: Work Order

Use Update for a Work Order action items. When you send a work order in the Send to Service Provider step, there is typically not anything for you to review.

Note: You can still choose Update and Select in this scenario, but Update moves the focus in your My Action Items to the next action so you can continue to address the items on your list. 

Update and Select

Example: Broadcast Email

Use Update and Select for broadcast emails. Your particular Broadcast Email action item setup could vary, but each will have a review step. When you begin the action item and click Update and Select, the Review step displays so you don't have to sort through your action items to find it.

After you click this option, the action item's details are displayed where you can review the information in each step.