Process to View Status Code

This topic describes the systematic instructions to view the list of configured status codes.

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

   Figure 11-2 View Status Code

   
   

   
   Description of "Figure 11-2 View Status Code"

   
   

   Tip:

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

   Table 11-2 Status Code Tile - Field Description

   Field	Description
   Status Code	Displays the Status Code.
   Description	Displays the description of the Status Code.
   Status Type	Displays the Status Type A.
   Sequence	Display the sequence of the status code. The value is between 1 and 9999.
   Authorization	Displays the authorization status of the record. The available Options are: Authorized Rejected Unauthorized
   Status	Displays the status of the record. The available Options are: Open Closed

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

   Table 11-3 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 Status Code tile.
   1. Click and select View.
      The Status Code Maintenance page displays.

      Figure 11-3 View Status Code Details

      
      

      
      Description of "Figure 11-3 View Status Code Details"

      
      
   2. Click Audit.
      A dialog displays the Maker, Checker, Status, and Modification Number.
4. Unlock and update a Status Code.
   1. Click and select Unlock.
      The Status Code Maintenance page displays.

      Figure 11-4 Unlock Status Code

      
      

      
      Description of "Figure 11-4 Unlock Status Code"

      
      

      Note:

      The fields that are grayed cannot be updated.
   2. Edit the required fields.

      Note:

      For more information on editing the Status Code, Refer Process to Create Status Code.
   3. Click Save.
5. Approve or Reject the Status Code.
   1. From the Search Filter, search for the required record that is in an Unauthorized and Open state.
   2. Click and select Authorize.
      The View page displays.

      Figure 11-5 Approve the Record

      
      

      
      Description of "Figure 11-5 Approve the Record"

      
      

      Table 11-4 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.