1. Getting Started User Guide
  2. Preface
  3. Basic Actions

1.11 Basic Actions

The basic actions performed in the screens are as follows:

Table 1-2 Basic Actions

Actions Description
New Click New to add a new record. The system displays a new record to specify the required data. The fields marked with asterisk are mandatory.
  • This button is displayed only for the records that are already created.
Save Click Save to save the details entered or selected in the screen.
Unlock Click Unlock to update the details of an existing record. The system displays an existing record in editable mode.
  • This button is displayed only for the records that are already created.
Authorize Click Authorize to authorize the record created. A maker of the screen is not allowed to authorize the same. Only a checker can authorize a record.
  • This button is displayed only for the already created records. For more information on the process, refer Authorization Process.
Approve Click Approve to approve the initiated record.
  • This button is displayed once the user click Authorize.
Audit Click Audit to view the maker details, checker details of the particular record.
  • This button is displayed only for the records that are already created.
Close Click Close to close a record. This action is available only when a record is created.
Confirm Click Confirm to confirm the action performed.
Cancel Click Cancel to cancel the action performed.
Compare Click Compare to view the comparison through the field values of old record and the current record.
  • This button is displayed in the widget once the user click Authorize.
View Click View to view the details in a particular modification stage.
  • This button is displayed in the widget once the user click Authorize.
View Difference only Click View Difference only to view a comparison through the field element values of old record and the current record, which has undergone changes.
  • This button is displayed once the user click Compare.
Expand All Click Expand All to expand and view all the details in the sections.
  • This button is displayed once the user click Compare.
Collapse All Click Collapse All to hide the details in the sections.
  • This button is displayed once the user click Compare.
OK Click OK to confirm the details in the screen.

Parent topic: Preface