14.2 View State Code Mapping

This topic describes the systematic instructions to view the list of configured state code mappings.

  1. Click Account Configurations, and under Account Configurations, click State Code Mapping.
  2. Under State Code Mapping, click View State Code Mapping.
    The View State Code Mapping page displays.

    Figure 14-2 View State Code Mapping



    Tip:

    Click Tile view or List view to switch between the Tile view and the List view.

    Table 14-2 State Code Mapping Tile - Field Description

    Field Description
    State Code Displays the state code.
    State Group Code Displays the state group code.
    Authorization Displays the authorization status of the record.
    • Authorized
    • Rejected
    • Unauthorized
    Status Displays the status of the record.
    • Open
    • Closed

    The following table describes the action items in the More Options (More Options menu icon) menu and the action items on the page.

    Table 14-3 Action Items Description

    Action Item Description
    Unlock Unlock a record and make amendments.
    Close Close a record to prevent it from being unlocked and amended.
    View View the details of a record.
    Delete Delete a record.

    Note:

    Once deleted, the component can no longer be used to define an entity. But entities already defined using the component can continue to use it.
    Reopen Reopen a closed record.
    Authorize Authorize a record to make it active and available to define entities.

    Note:

    Creator of a record cannot authorize the component. Another user with authorize permissions can.
    Audit Select to view the Maker, Checker, Status, and Modification Number of a record.
    Errors and Overrides Select to view all existing errors or warnings on the page.

    Note:

    The actions you can perform depend on your role and the record status.
  3. View the details of a State Code Mapping tile.
    1. Click More Options menu icon and select View.
      The State Code Mapping page displays.
    2. Click Audit.
      A dialog displays the Maker, Checker, Status, and Modification Number.
  4. Unlock and update a State Code Mapping.
    1. Click More Options menu icon and select View.
      The State Code Mapping page displays.
    2. Edit the required fields.

      Note:

      For more information on editing the State Code Mapping, see Create State Code Mapping.
    3. Click Save.
  5. Approve or Reject the State Code Mapping.
    1. From the Search Filter, search for the required record that is in an Unauthorized and Open state.
    2. Click More Options menu icon and select Authorize.
      The View page displays.

      Table 14-4 Authorize View

      Field Name Description
      Mod Number<N> Indicates the number of times the record was modified. Where N represents the number of modifications.

      Note:

      For a newly created record the modification number is 1.
      Done By Name of the user who performed the latest modification.
      Done On Date on which the record was modified.
      Record Status The status of the record.

      Note:

      To authorize a record, its status should be Open.
      Once Auth Specifies if the record was authorized at least once.

      Note:

      For a newly created record, the value is No.
      Compare (Button) Click to compare the modified record with the previous version of the record.
      View (Button) Click to display the record details.
    3. Click the check box besides Mod Number<N> to select the modified record.
    4. Click Approve or Reject.
      The Confirm dialog displays.
    5. Enter any remarks and click Confirm.
      A toast message confirms the successful approval or rejection of the record.