Manage Records (Add, Edit, Delete)

Purpose/Overview

This feature enables users to manage data records across the system by allowing them to add new entries, modify existing information, or remove outdated records. It ensures that system data remains accurate, up-to-date, and relevant.

It is particularly useful for users responsible for maintaining operational data, such as administrators or authorized personnel, helping streamline record management and reduce data inconsistencies.

Navigation Path:

To access this feature: Available across all modules 

Things to Know:

• Permission Requirements:
  • Only users with special permissions can add, edit, or delete records.
  • Users without these permissions will have view-only access.
• System Behavior & Limitations:
  • After adding or editing a record, you must click Insert/Update or Cancel before navigating away.
  • If no action is taken, the system may freeze until you complete or cancel the operation.
  • Changes will not be saved if you attempt to navigate away without clicking Update.
• Mandatory Fields:
  • Fields marked with a red asterisk (*) are required and must be completed before saving.

Key Benefits/Use Cases:

• Use Case 1: Maintain accurate data by adding new records as business information evolves.
• Use Case 2: Quickly update incorrect or outdated records to ensure data reliability and compliance.
• Use Case 3: Remove obsolete or duplicate records to keep the system clean and efficient.

How It Works:

1. Step 1: Click Add New Record to create data.
   
2. Step 2: Click Edit (Pencil icon) to modify existing data.
3. Step 3: Click Delete (X icon) to remove records.
4. Step 4: Click Insert/Update to save changes. 

Related Features/Next Steps:

• Understanding Tabs and Panels 
• System Navigation Overview 
• Using Summary Grid and Filters

FAQ/Troubleshooting:

Q: Why am I unable to edit or delete records?
A: You may not have the required permissions. Contact your system administrator for access.

Q: What happens if I navigate away without clicking Update or Cancel?
A: The system may freeze, and your changes will not be saved until you complete or cancel the action.

Q: Why can’t I save a record?
A: Ensure all mandatory fields marked with a red asterisk (*) are filled in before saving.

Questions?  Contact us!