Article Content

Overview

The Push Object Changes feature allows users to push object changes (e.g., Risk name change) to all linked assessment objects or library objects. 

The Push Object Changes feature automatically syncs the Name and Description properties by default. To sync any additional fields, users must add those fields as synced fields to the assessment. 

Note: Adding and/or updating relationships between objects is not included with this feature.

Example

You can edit the name on the library Risk object and push to update the new name on all assessment references associated with the library Risk object. Similarly, if the Risk name changes on the assessment object, you can push the change back to the library object.

User Account Requirements

The user account you use to log into Resolver will need access to the form with the Manage Assessment tab enabled as well as the relevant permissions for objects you are creating or updating.

Related Information/Setup

You can enable/disable the Manage Assessments tab on individual form templates. For further information, please review the Configure a Standard Form article.

For more information regarding the Manage Assessments tab, please review the Manage Assessments Tab Overview article.

Navigation

1. From the Home screen, select a task connected to the object type selected when configuring synced fields. 

My Tasks List

2. From the form screen, click the Manage Assessments tab.

Manage Assessments Tab

Note: If the Manage Assessments tab does not appear, you will need to contact your Administrator to activate the tab.

Push Object Changes from the Library to Assessments

1. The Manage Assessments tab will appear.

Manage Assessments Tab

2. Click on the Update Assessments button, to push object changes from the library to assessment.

• Update Assessments: Use the Update Assessments button to push library object changes to a linked or cloned assessment.

Update Assessment Button

Push Object Changes from an Assessment to the Library

Note: RTF (Rich Text Fields) are not supported when using the push object changes from an assessment to library feature.

1. The Manage Assessments tab will appear.

Manage Assessments Tab

2. Click on the Update Library or Add To Library buttons (depending on the circumstance), to push object changes from the assessment to library.

• Update Library: Use the Update Library button to push assessment object changes to a library object.

Update Library Button

• Add to Library: Use the Add To Library button to create a new library object from an assessment.

Add To Library Button

(Optional): Add Assessments to Update

1. Click on the Add Assessments To Update button.

Add Assessments To Update Button

2. From the Add Assessments To Update pop-up, click on the Checkbox next to an assessment.

Checkbox

3. Click the Confirm Selection button to add the assessment to the Update Assessment table.

Confirm Selection Button