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Entry Screen Overview

The Entries screen displays all saved entries in reverse chronological order, with the most recent entries at the top of the list. Use the scroll bar to move through the entries. Entries may be sorted by dragging and dropping the column headers from left to right. The far left column is the primary sort column. Filters may also be used to identify subsets of information on the screen. See Section II - Filters.

From this screen entries can be created, displayed, edited, deleted, copied, or selected to add to the Temporary Folder.

Adding an entry

  1. Click the Entries link in the Navigational Panel.
  2. Click the Create button.
  3. Type in a title for the activity. Make the title meaningful, as this title will be used when looking at a listing of entries, editing entries, reflecting on an entry, and making a customized view. Think of the title as if you were naming a file on a computer.
  4. Click the Area drop-down menu and determine in which area to place the entry:
    • Teaching
    • Research & Creative Activity
    • Service
    • Biographical Information
  5. Complete all fields. Select the category related to the type of entry being added. Based on this category, other required fields will appear. Select the semester/year or AY (academic year) for this activity.
  6. Type the description inside the Web Editor. A description can also be copied and pasted from another document into the description area or left blank.
  7. Click Save to save the entry or click Cancel to remove the entry.

Displaying an existing entry

  1. Locate the entry to be displayed. Use the scroll bar to move through all the entries.
  2. Click on the entry title.
  3. The following screen appears with tabs.
  4. Click each tab to see information related to the entry.
    • The Details tab displays:
      • Area, category and related details of the entry.
      • Description of the entry.
      • Attachments that have been added to this entry. View the attached files by clicking on the file name.
    • The Reflections tab displays a number in parenthesis showing how many reflections have been added to this entry. Click the tab and the reflections will be displayed, and can be edited, added, or deleted.
    • The Views tab displays a number in parenthesis showing how many views contain this entry. Click on the Views tab to display the name of each View containing this entry.

Editing an existing entry

  1. Locate the entry to be edited. Use the scroll bar to move through all the entries.
  2. Entries may be sorted by dragging and dropping the column headers from left to right. The far left column is the primary sort column. Filters may also be used to identify subsets of information on the screen. See Section II - Filters. Click on the title of the entry needing changes and click the Edit button.
  3. When done editing, click the Save button or Cancel to remove the changes.

Copying an entry

Many times an activity is started in one year and finished in the next year (e.g. publishing an article or book). Instead of creating a new entry, copy the initial entry and change information within that entry to indicate progress.

  1. Click on the title of the entry to display an entry from the Entries page.
  2. Click the Copy button at the top of the screen.
  3. The entry will be copied and the title of entry will be the same with the word (copy) added to the end of the title.
  4. Make changes to the copied entry, including the title, and click the Save button.

Important Note: Do not edit an existing entry and save, instead use the copy an entry command. The original entry is lost when it is edited and saved. The original entry may be needed to document past accomplishments.

Deleting an entry

  1. Locate and click on the entry title to be deleted. Use the scroll bar to move through all the entries. Entries may be sorted by dragging and dropping the column headers from left to right. The far left column is the primary sort column. Filters may also be use to identify subsets of information on the screen. See Section II - Filters.
  2. Check the box (es) next to the title of the entry (ies).
  3. Choose the Delete Selected option from the drop-down Action Box at the top of the screen.
  4. A message is displayed to ask if you are sure you want the entry (ies) to be deleted. Once an entry has been deleted, there is no way to retrieve it.

Important Note: Once an entry is part of a view the entry cannot be deleted. To delete the entry the entry must be removed from the view or the view deleted.