Editing vs. Updating

This article will walk through the differences between Editing and Updating.

Fernando Montenegro
7 steps
14 seconds

Clearpointstrategy

Editing and Updating are two different processes in ClearPoint. Editing refers to making changes to the descriptive information of an Element, such as its Owner, Description, or Data Source. Updating refers to making changes to the data associated with an Element, such as its Status, Analysis, or Measure Data.

Editing

Editing refers to making changes to the descriptive or structural information of an Element, such as its Owner, Description, or Data Source. These changes are consistent across all reporting periods. Only Editors and Administrators can make edits. - On a Detail Page, Edit Fields do not have a period label in the upper-right corner. - Edits apply globally—they are not tied to any single period.

**To edit an element:** 1. From your Control Panel, click the chevron (>) next to **Elements** to expand the list. 2. Click the chevron (>) next to the element type (e.g., **Objectives**). 3. Select the element you want to edit. 4. On the Detail Page, click **Edit Element** in the top-right corner.

1. Go to the **Edit Fields** tab in the side panel to change values like Owner and Description. 2. Don't forget to **Save** your changes.

Updating

**Updating** refers to entering new data for the current reporting period. Updates are tied to a **specific reporting period**, and you would typically enter a new value each month, quarter, etc. Users with **Updater**, **Editor**, or **Admin** roles can make updates. - On a Detail Page, Update Fields are marked with a **period label** in the top-right corner. - All updates are stored by period and viewable in version history or by switching periods on the page.

**To update an element** navigate to the desired Detail Page 1. Go to the **Update Fields** tab to enter your updates in fields like Status, Analysis, or Measure Data. 2. Click Save to apply updates for the current reporting period.

**View History for an Update Field:** 1. Navigate to the Detail Page for the element. 2. Click the **period tag** in the top-right corner of the pod for any Update Field.