Basic Actions

Following are the basic actions of the screens that an user may require to perform on new or existing records in a screen.

Table - Basic Actions

Action Description
New Used to add a new record.

When the user click New, the system displays a new record enabling to specify the required data.

Note: The fields, which are marked with an asterisk, are mandatory.

Copy

Used to copy the details of a record.

Close

Used to close a record.

This action is available only when a record is created.
Unlock

Used to update the details of an existing record.

System displays an existing record in editable mode.
Print

Used to print a record.

This action is available only when a record is created.
Enter Query Used to give details of a saved record in a detail screen.

When the user click Enter Query, the system displays a saved record enabling to specify only the required or primary data.

Execute Query User need to perform this after entering query.

Click Execute Query after specifying the details of the record to be fetched, the system retrieves all the information of that particular record.

Audit Used to view the maker details, checker details and report status.
Cancel

Used to cancel the performed action.

Save

Used to save the details entered or selected in the screen.

Refresh

Used to refresh the details selected in the screen.

Reset

Used to reset the fields to enter a new criteria.

Clear All

Used to clear all the data entered for search criteria.

Details

Used to navigate to Detail screen.

Search

Used to search either the details of a particular record or a list of records by querying particular field.

Advanced Search

Used to search details more precisely.

Approve

Used to approve the initiated report.

This button is displayed, once the user click Authorize.
Authorize

Used to authorize the report created.

A maker of the screen is not allowed to authorize the report. Only a checker can authorize a report, created by a maker.

Confirm Used to confirm the performed action.
OK Used to confirm the details in the screen.
Reject

Used to reject the report created.

A maker of the screen is not allowed to authorize the report. Only a checker can reject a report, created by a maker.

View

Used to view the report details in a particular modification stage.

This button is displayed, once the user click Authorize.