9.2 View Strategy

This topic describes the information about View Strategy.

The View Strategy page facilitates user to view the list of strategies created in the system and perform various actions on a strategy.

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

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

Table 9-2 Field Description: View Strategy - Tile

Field Name Description
Strategy Code Displays the strategy code.
Strategy Description Displays the description of the strategy.
Effective Date Displays the date from when the strategy is effective in the system.
<Authorization Status> Displays the authorization status of the strategy.
The possible options are:
  • Unauthorized
  • Authorized
<Record Status> Displays the status of the record.
The possible options are:
  • Open
  • Closed

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

Table 9-3 Field Description: View Strategy - Search

Field Name Description
Strategy Code Indicates the strategy code.
Strategy Description Indicates the description of the strategy.
Authorization Status Indicates the authorization status of the strategy.
The options are:
  • Authorized: Select this option if you want to search for a strategy with Authorized status.
  • Unauthorized: Select this option if you want to search for a strategy with Unauthorized status.
Record Status Indicates the status of the record.
The options are:
  • Open: Select this option if user want to search for a strategy in Open status.
  • Closed: Select this option if user want to search for a strategy in Closed status.

This section consists of the following topic:

Parent topic: Strategy