1.5.1 Basic Operations
All the screens contain buttons to perform all or few of the basic operations. The four basic operations available are:
- Add
- Edit
- View
- Audit
Description of the illustration basicoperations.png
When you click any of the operation tabs, system displays the corresponding records inline, below the respective setup tables.
The table below gives a snapshot of them:
Table 1-3 Basic Operation
Basic Operation | Description |
---|---|
Add | Click to add a new record. When you click Add, the system displays a new record enabling you 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 you 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 you 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 you 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 you try to close an unsaved, modified record, then the system alerts you with an error message. You can click Yes to continue and No to save the record. |
Parent topic: Common Operations