Helpful best practice in Level 2 MB to make sure line item names are correct

davidmccarty

Hi -

Having module and line item names in Level 2 is critical to having the correct formulas for the exams.  I am not the best typer so what I do to eliminate any error is:

1. Copy the table that is listed in the training instructions to Excel
2. When adding in the line items, copy/paste from Excel the names of the line items
3. I also copy/paste the "purpose" of the line item into the Notes column of the line item in Blueprint mode.

This process makes adding the line items quick, easy and fool proof.

 

 

einas.ibrahim

Hi @davidmccarty 

Thanks for the post. I would also add as soon as one adds an action (Import) change the name right away. Actions can get messy really fast.

- Einas

davidmccarty

@einas.ibrahim- great point - I learned that the hard way!