Overview

This article explains how to use terminology settings in the terminology area of Work Planner and what users should look for when moving into the next step of the workflow.

When to use this

Use this article when you need a focused explanation of this screen or step without having to scan through a larger umbrella page.

How it fits into the flow

Terminology settings sits within Settings / Terminology. Use it as a focused step in that feature area, then return to the parent screen when you are ready for the next action.

Main actions

Use the screen to review what is available in this area and move into the next focused step.
Look for search, filter, or row actions that help you narrow down the records you need.
Open the linked details, forms, or dialogs when you are ready to continue the workflow.
Common on-screen actions include Save Changes.

Important fields

Custom Term: Look for input such as “e.g., District”.

Related articles will appear here as more focused documentation pages are added to the same feature area.

Overview

When to use this

How it fits into the flow

Main actions

Important fields

Related articles

Articles

Terminology settings