9.2 Process to View Strategies

This topic describes the information about View List of Strategies.

The View Strategy page facilitates user to view the list of strategies created in the system and perform various actions on a strategy.

To view the list of strategies:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Strategy. Under Strategy, click View Strategy.
   The View Strategy screen is displayed.

   Figure 9-2 View Strategy

   
   

   
   Description of "Figure 9-2 View Strategy"

   
   

   For more information on fields, refer to the field description table.

   Table 9-2 Field Description: View Strategy - Tile

   Field Name	Description
   Strategy Code	Displays the strategy code.
   Strategy Description	Displays the description of the strategy.
   Effective Date	Displays the date from when the strategy is effective in the system.
   <Authorization Status>	Select the authorization status of the strategy. The possible options are: Unauthorized Authorized
   <Record Status>	Select the status of the record. The possible options are: Open Closed

3. On the View Strategy screen, click icon.
   The View Strategy- Search screen is displayed.

   Figure 9-3 View Strategy - Search

   
   

   
   Description of "Figure 9-3 View Strategy - Search"

   
   
4. On the View Strategy - Search screen, specify the Search Filter to fetch the required Strategy.

   For more information on fields, refer to the field description table.

   Table 9-3 Field Description: View Strategy - Search

   Field Name	Description
   Strategy Code	Indicates the strategy code.
   Strategy Description	Indicates the description of the strategy.
   Authorization Status	Indicates the authorization status of the strategy. The options are: Authorized: Select this option if user want to search for a strategy with Authorized status. Unauthorized: Select this option if user want to search for a strategy with Unauthorized status.
   Record Status	Indicates the status of the record. The options are: Open: Select this option if user want to search for a strategy in Open status. Closed: Select this option if user want to search for a strategy in Closed status.

5. Click Search to display the required Strategy.
6. On View Strategy screen, click icon to Unlock, Delete, Authorize or View the created Strategy.
7. Click Unlock to modify the created Strategy .
   The Create Strategy - Modify screen is displayed.

   Figure 9-4 Create Strategy - Modify

   
   

   
   Description of "Figure 9-4 Create Strategy - Modify"

   
   

   For more information on fields, refer to the field description table.

   Table 9-4 Create Strategy - Modify - Field Description

   Field	Description
   Strategy Code	Displays the Strategy code.
   Strategy Description	Displays the Strategy description. This field is editable.
   Effective Date	Displays the effective date of the created Strategy. User can modify the same before authorization if it is future dated.
   Expiry Date	Displays the expiry date of the created Strategy. This field is editable.

8. Click Save to update the modified fields.
9. Click View to view the created Strategy code.
   The Create Strategy- View screen is displayed.

   Figure 9-5 Create Strategy - View

   
   

   
   Description of "Figure 9-5 Create Strategy - View"

   
   

   For more information on fields, refer to the field description table.

   Table 9-5 Create Strategy- View - Field Description

   Field	Description
   Strategy Code	Displays the Strategy code.
   Strategy Description	Displays the Strategy description.
   Effective Date	Displays the effective date of the created Strategy.
   Expiry Date	Displays the expiry date of the created Strategy.