Staging and Account Classification Process Summary Page

This page is the gateway to the Staging and Account Classification Process feature and related functionality. To access this page from the LHS menu, click Operations and Processes, then click Staging and Account Classification Processes. You can navigate to other pages that are related to Staging and Account Classification Process from this point.

Figure 5-1 Staging and Account Classification Process Summary Page


Staging and Account Classification Process Summary Page

The Staging and Account Classification Process Summary page displays the following columns:

Table 5-1 Staging and Account Classification Process Summary Page – Fields and Descriptions

Column Description
Name Displays the Staging and Account Classification Process short name.
Add Click the Add icon to create a new Staging and Account Classification Process.
Delete Click the Action icon adjacent to the definition and then select Delete to delete it. Additionally, select the definitions that need to be deleted and then click the Delete button.
Action Click the Action icon that contains the Refresh icon to refresh the summary page or the Help icon to view the help page for this feature.
Export Click this icon to export the list of definitions in a .csv format.
Column Click the Columns icon to open the Columns window. In this window, deselecting the check box for a column will hide it from the page. Select the check box again to reveal a field or click Restore Defaults to restore the columns to it's default state.
Search Use this field to search for a Staging and Account Classification Process to View, Edit, Copy (Save As), Delete and find the Dependency Information.

For more information on using this feature, see the Search a Staging and Account Classification Process section.

Status This column displays the status of the process. The available status are Ongoing, Successful, and Fail.

The Staging and Account Classification Process pane on the Staging and Account Classification Process page displays the list of Staging and Account Classification Process and offers several actions that allow you to perform different tasks. The following tasks are available for the Staging and Account Classification Process in the Action column.

Table 5-2 Staging and Account Classification Process – Icons and Descriptions

Column Description
View Click the Action icon adjacent to the Staging and Account Classification Process Name and select View to view the contents of a Staging and Account Classification Process in read/write format.
Edit Click the Action icon adjacent to the Staging and Account Classification Process Name and select Edit to edit the contents of a Staging and Account Classification Process in read/write format.
Save As Click the Action icon adjacent to the Staging and Account Classification Process Name and select Save As to create a copy of an existing Staging and Account Classification Process.
Delete Click the Action icon adjacent to the Staging and Account Classification Process Name and select Delete to delete an existing Staging and Account Classification Process.
Dependency Information Click the Action icon adjacent to the Staging and Account Classification Process Name and select Dependency Information to check the higher and lower order dependencies for an existing Staging and Account Classification Process.