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- To create a new record, click the New button on the toolbar (the button is impressed indicating the user is in new-mode). The cursor is placed in the first field in the edit area. Enter the respective information in the fields available in the edit area and click Save on the toolbar to add the new record to the list.
- On entry to a code table, the user is taken into their respective access level. This means that if the user has update/management access, the code table is automatically opened in new mode, similarly when a record is selected the record is opened in edit mode.
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Create a new record |
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- Select a record from the list (the record is populated in the edit area at the top of the screen).
- Once the record is populated in the edit area, click the Edit button on the toolbar (if not already in edit mode). Edit the information as required and click Save on the toolbar to update the changes (the record is saved and returned to the list - the edit area returns to new mode).
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Edit a record |
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- Select the record from the list (the record is populated in the edit area).
- Once the record is populated in the edit area, click the Edit button on the toolbar (if not already in edit mode). Click the Delete button on the toolbar to remove the record. A confirmation window opens from the window select Yes to confirm the deletion or No to cancel the delete action.
| Inactive Indicator |
- If a deleted record has not been used in the system it is permanently deleted. If the record has been used in the system, on deletion it is flagged as 'inactive', this means it will remain visible on the code table for reporting and auditing purposes but will not be available for future allocation.
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Inactive indicators show records that are deleted, but have been allocated somewhere in the system |
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- An inactive indicator is displayed in the Inactive column for deleted records
- An inactive record can be re-activated by changing the record status to active when in edit mode (the status option is only displayed once a record has been flagged 'inactive'), the image above displays how to change the inactive status to active.
- Inactive indicator does not apply on the bank account or the standard notes code tables
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Delete a record |
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- After editing or creating a new record, click the Save button on the toolbar. This will save the changes and update/add the record to the list. The edit area is cleared and returned to new mode for the next record to be created or an existing record selected from the list for editing.
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Save a record |
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