3.6.6 Authorizing a Record in a Table

When a record is added, modified, closed, or reopened, the activity requires authorization before End of Day operations begin. Authorization is performed by a user other than the one who performed the activity. For example, a record added in the Broker Master table requires authorization by another user.

From the Summary View screen of the table, highlight the required record and click Authorize. The system prompts for authorization confirmation. The record is authorized after confirmation.

After authorization confirmation, the system displays the User ID in the Auth By field and the authorization date and time in the Date Time field. These fields display details of the latest authorization.