20.1 Common Actions for Branch Maintenance

The screens under the Branch Maintenance menu contain common icons to perform all or a few of the basic actions.

The following are the symbols/icons you are likely to find in the branch maintenance screens:

Table 20-1 Symbols

Icon Description

Search record

Click this icon to search the configured records based on the specified search criteria. The input fields to search the records are displayed based on the maintenance screen.

Reset

Click this icon to reset the search results to the default summary view.

Table 20-2 Common Actions for Maintenance Screens

Icon Description

Save

Click Save to view the configured details in the summary view.

Cancel

Click Cancel to terminate the operation.

On the records displayed in the summary view, you can perform one of the following actions:

Table 20-3 Common Actions for Records

Action Description

New

Create a new record.

Unlock

Modify the details and save.

Delete

Delete an unauthorized record.

Authorize

Authorize the record.

Close

Close the record.

Reopen

Re-open a closed record.

Audit

Audit the record.