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WorkRounds1 min read

Round details

OverviewThis article explains what users can review and do from round details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of the

Work Planner DocumentationApril 11, 2026

Overview

This article explains what users can review and do from round details, including the follow-up actions that branch from the main detail view.

When to use this

Use this article when you need a read-first view of the current record before editing it, communicating from it, or continuing the workflow.

How it fits into the flow

Round details sits within Work / Rounds. It is designed to work alongside related articles such as Creating a round, Editing a round, How rounds affect scheduling, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Review the current values, linked records, and status information shown on the page.
  • Use the available actions to move into edit, communication, confirmation, or follow-up steps.
  • Treat this view as the main reference point before taking a more focused action elsewhere in the feature.
  • Common on-screen actions include Go to, Edit.

Important fields

  • This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.

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