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Step Two - Create a View & Add Entries

A view is a unique document made up of a collection of entries that are organized by a template.

Creating a view

To create a customized view there are four steps to complete.

  1. Select a template.
  2. Title the view and select entries.
  3. Select optional reflections.
  4. Re-order the entries and reflections.

Selecting a template

  1. Click the Views link in the Navigation Panel.
  2. Use the drop-down Action Box to select one of the five templates.

Selecting entries for a view

  1. Create a title for the view. (i.e. - Joe Professor Annual Review 2007-2008)
  2. Select the entries to be included in the view by clicking the check box by each entry.