Help styles

On the Contents list of this help guide, you'll see icons that represent:

  A group of related topics (a "chapter"). Click on the to expand the group and show the topics.

  A help topic. Click on the title to show the topic in the right panel.

In describing this application, a help topic may show these styles:

• Key is a key that you press on your computer's keyboard.
• System data is shown by the application or operating system. For example, it's used in the main window's status bar.
• Item contains a complete item, collection member or tool. It's shown in the workspace.

• Page selects one page of information, typically on a form as a page selector ("tab"). A Topic page that contains a Related page may be shown in this guide as Topic: Related

• Explorer selects the Collection Explorer or Item Explorer. It's shown in the Explorer selectors.
• Group Node ◢ Node shows a "navigation tree" group node to expand, and a node to select.

• Default collection member in the Collection Explorer.

• Inactive collection member in the Collection Explorer.

• Data label shows the name of a data entry field or selection, or is instruction text.
• Data entry is the data that you type or otherwise provide.
• Menu ➔ Command shows the menu to click, and the command to select.
• Selected value shows a selection from a list of choices in a dropdown list.
• This is a checkbox It may be marked (true or yes) or not (false or no).
• This is a radio button It shows one selection from a limited set of options.
• Button causes an action when it's clicked with your computer mouse. The action may also be caused by a keyboard key, such as Enter or Esc.

Notes provide special information:

A note directs your attention to important issues and PDXpert business rules.

A tip may make your PDXpert use more productive, but it's not essential to successful operation.

Item iteration release state §

• Pending

• Released

• Canceled

Document class with release state §

•  Document
• Pending
• Released
• Canceled

Part class with release state §

•  Part
• Pending
• Released
• Canceled

Change form class with lifecycle status §

• Change form
• Summary status:
• In-work status
• Released or completed status
• Canceled or rejected status
• In work:
• Originated
• Submitted to analyst
• Routed for approval
• Held awaiting more information
• Stopped after disapproval, wait for an analyst to select the next step
• Accepted, and waiting for analyst final review
• Success:
• Released. All reviewers approved the change. The analyst completes the change.
• Completed. The affected items are dispositioned.
• Failure:
• Canceled, after a reviewer disapproved. The analyst deletes the change.
• Rejected, after a reviewer disapproved. The change form is kept permanently.

Change form reviewer response §

• Approve

• Disapprove

• Hold

Change affected items and dispositioning §

• Change releases iteration

• Change cancels iteration

• Iteration disposition row

• Show/hide home items

• Show/hide partner items

• Show/hide parts

• Show/hide documents

• Collapse list to hide details

• Expand list to show details

• Add disposition button.

• Delete disposition button

• ⟣ Releasing affected item

• ⟡ Releasing and canceling affected item

• ⟢ Canceling affected item

Advisory and executing changes §

• Executing

• Advisory

Change and task priorities §

• High
• Normal
• Low

Email queue status §

•  Email ready
•  Email blocked
•  Email failed

Other icons show actions and status §

•  ≡  Page has data

•  Error, such as missing or duplicate record

•  Warning, such as duplicate collection abbreviation

Related topics

• Arrange the Explorer windows
• Item menu
• Edit menu
• Tools menu
• Process menu
• Window menu
• Help menu

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