Identifying the Work Set

Once you have all the results listed, you may need to scroll through the list of returned entity records and select specific records in order to get the work set requiring configuration or modification. Work set identification occurs primarily in the Results section, but depending on the entity type, sometimes also in the Entity Details section.

Generally speaking, once the entity type you require is listed in the Results section, you can make these modifications:

  • Add another entity (of the same entity type)
  • Edit an existing entity
  • Delete an existing entity

For all entity types, you can only add an individual entity at a time. For all entity types except for staffing requirements, you can perform edits and deletions on multiple entities at the same time. See Workflow Table.