Update vs Update and Select

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. Selecting "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 smooth process.

Update and Select:
Example: Broadcast Email

This action item is a case where "Update and Select" is the best option to use. Your particular Broadcast Email action item set-up 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 see the following:

Update
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 step: “Send to Service Provider”, 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.