How to Add, Edit, Hide and Delete Projects


How to Add, Edit, Hide and Delete Projects

A new users course dealing with project setup and updates. This resource covers how to add, edit, hide and delete projects within iReportSource.

Procedures:

Projects Overview

A. Add Project

B. Edit Project

C. Hide Project

D. Delete Project

Add Project

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Projects
  7. Click New Project
  8. Select the Group/Establishment you would like to add the Project to
  9. Enter the name of the Project
  10. Click Submit

Edit Project

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Projects
  7. Locate the Project you need to edit
  8. Click Edit
  9. Make desired changes
  10. Click Submit

 

Hide Project

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Projects
  7. Locate the Project you need to hide
  8. Click Hide
  9. Confirm you would like to hide your project from your dashboard
  10. Click Submit

Delete Project

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Projects
  7. Locate the Project you need to delete
  8. Click Delete
  9. Confirm you would like to delete your project
  10. Click Submit

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