Basic Operations

All the screens contain buttons to perform all or few of the basic operations. The four basic operations available:
  • Add
  • Edit
  • View
  • Audit

Description of basicoperations.png follows
Description of the illustration basicoperations.png

When user click any of the operation tabs, system displays the corresponding records inline, below the respective setup tables.

Table - Basic Operation

Basic Operation Description
Add Click to add a new record. When user click Add, the system displays a new record enabling user to specify the required data. It is mandatory to specify details for the fields marked with ‘*’ symbol.
Edit Click to edit an existing record. Select the record user want to edit and click Edit. The system displays an existing record in editable mode. Edit the required details.
View Click to view an existing record. Select the record user want to view and click View. The system displays the record details in display mode.
Audit Click to view audit info. If an audit is set for a field, then the system tracks the changes for that field. Select the record for which user want to view the audit info and click Audit. The system displays the details tracked for that field.
Close Click to close a screen or a record. When user try to close an unsaved, modified record, then the system alerts user with an error message. User can click Yes to continue and No to save the record.