Summary: Many users often ask "What is the difference between Update and Update and Select?" This article will walk through the differences between Update and Update and Select and the best scenarios to use each.
When creating or stepping any action item, there are two options at the bottom to start the action item:
- Update will move your screen off of the action item and step the Action Item through its applicable steps. If the next step is meant for another Role in your Database, you may no longer see the Action Item at all.
- Update and Select will still move the Action Item through its steps as normal, but it will also bring you to that Action Item's page showing each step it has been through, as well as any descriptions, notes, or messages in those steps. Either option will create the action item, however, there are action items for each option that makes for a smoother process.
Example: Work Order
In contrast, the Update option would be better for a Work Order action item. When you send off a Work order in the Send to Service Provider step, there is probably not much left for you to review. Note: You can still choose Update and Select in this scenario, but Update will take you to the next action from your My Action Items so that you may continue to address the items on your list.
Update and Select
Example: Broadcast Email
This action item is a case where Update and Select is the best option. Your particular Broadcast Email action item setup could vary, but each action item will have a Review step. When you begin the action item and choose Update and Select, this will take you to the Review step so that you don't have to sort through your action items to find it:
Once this option is selected, instead of being taken out of the action item, you will be taken to the action item's details where you can review the information in each step.