Mercury Lingo

Tool Category

It represents a group of similar tools and holds shared objects between them (Checklist Items).

Tool

The highest level in the hierarchy that appears in the menu holds Templates and Forms.

Template

The starting point for every form that appears each time a new form is created.

Form

A template that has been filled out and, therefore, contains unique data.

Input

The fields that make up a template or form, such as text, selection, date, attach, etc.

Tool Home Screen

The table that shows a list of all the forms created and the place to create new forms.

Save

Saves progress to avoid losing work because of lost connection or closed tab. No number will be assigned until the form is published. Visible by the creator and anyone with Admin Permission on that tool.

Finish/Continue

Saves and provides a prompts Save Draft or Publish.

Save Draft

Saves work and closes the form to be worked on later. No number is assigned and no notifications are sent.

Publish

Click here when you’re ready to send notifications and share with assignees. Visibly by all with View or higher access on the that tool.

Recycle

We don’t call it delete because there will always be a record even if it’s not seen. If a Published form is Recycled then the status will change to VOID, but it will not be removed (since it’s been assigned a number). If a Draft form is recycled it will go away completely.