4.2 View Definition

The View Definition page facilitates you to view the list of definitions created in the system and perform various actions on a definition.

By default, it displays all the records that exist in open or closed, and authorized or unauthorized status. However, you can search for records with specific search criteria. Each record displays the basic information of a definition.

You can perform the following actions:
  • Modify details of a definition. However, only the maker can modify a definition before the first authorization. Once the first authorization is done, the definition can be modified by any other user.
  • Authorize the product processors that are created, modified, closed, or reopened.
  • Close an authorized definition that you don’t want to use.
  • Reopen a closed definition.
  • Delete a definition that is not yet authorized upon creation. Only the maker of the definition, can delete it. Once a definition is authorized, you cannot delete it.
  • View detailed information of a definition in read-only mode.

Table 4-2 Field Description: View Definition - Tile

Field Name Description
Entity Type Displays the entity type.
Product Processor Displays the product processor code.
Branch Displays the name of the branch.
Sequence Reset Displays the frequency of reset for auto number generation logic for an entity type.
<Authorization Status> Displays the authorization status of the definition.
The possible values are:
  • Unauthorized
  • Authorized
<Record Status> Displays the status of the record.
The possible values are:
  • Open
  • Closed

The search section appears if you click search. Using this section, you can quickly search for definitions based on the specified search criteria.

Table 4-3 Field Description: View Definition - Search

Field Name Description
Product Processor Indicates the product processor code.
Entity Type Indicates the entity type.
The options are:
  • Case
  • Strategy
  • Task
  • Segment
Branch Indicates the name of the branch.
Authorization Status Indicates the authorization status of the definition.
The options are:
  • Authorized: Select this option if you want to search for a definition with Authorized status.
  • Unauthorized: Select this option if you want to search for a definition with Unauthorized status.
Record Status Indicates the status of the record.
The options are:
  • Open: Select this option if you want to search for a definition in Open status.
  • Closed: Select this option if you want to search for a definition in Closed status.