Use
You use the Records Browser for viewing or editing records.
Integration
You can only reach the Records Browser from the Records Organizer (see
Navigating from the Records Organizer to the Records Browser). Choose to hide the Organizer navigation toolbar.Features
The screen consists of the following parts:
Overview tree of the record
The main window contains an overview tree of the record. The record structure is predefined by the underlying record model. The structure nodes () mark sections in the record in the same way as index cards in paper records. Colored symbols show the inserted elements. If you are in change mode, the overview tree also contains model nodes () of the underlying record model (you need model nodes when inserting new elements in the record). You can enter elements for each of these nodes. For more information, see
Editing Records.)In the standard setting, the overview tree is structured from left to right as follows:
Column Header |
Description |
Record Entry |
Node symbol and ID |
Element Type |
Element type assigned to the node (one or more element types can be assigned to a model node) |
Last Processing |
User name of the last user to make any changes, and time/date of the last change |
Visibility |
User roles for which the node is visible |
Node ID |
Number of the node in the underlying record model |
To hide or display the columns, choose Record ® User-Specific Settings.
Toolbar
The toolbar is above the main window. This provides the following functions for editing the record:
Use to change the editing mode (display/change).
Use to save the current status of the record. You can decide whether you want to save the status as a continuation of the current version, or as a new version. If you save the record as a new version, you can access the previous version at any time.
To access old versions, deselect the "Only Current Results" check box in the search dialog box (see
Choose to display the record attributes and their values. You can change the values of the maintainable attributes at any time (for more information, see
Assigning Attribute Values).Choose Record to display a menu that offers functions for the whole record. The following functions are available:
You can use to display a context-sensitive menu offering activities. The list of activities differs according to which node you have selected.
No activities are offered.
Activities are offered for inserting elements into the record. The list of activities depends on which element type is assigned to the model node. (If more than one element type is assigned to the model node, a dialog box is displayed from which you have to select one element type.) For more information on individual activities, see the section
After inserting an element, the symbol of the model node changes to that of the inserted element.
Activities are offered that you can carry out on elements that are already inserted. The activities offered depend on the element in each case (see above).
Use to display the attributes for a node.
Use to create a model node for the underlying record model. You need a model node to enable you to insert a new element in the record. You have the following options:
Creates the new node one hierarchy level below the selected node in the record model. If there is more than one node in the record model, a dialog box is displayed in which you can select a node.
You duplicate the underlying model node of the selected node.
You cannot directly duplicate a model node. You can only duplicate a model node after you have already assigned an element to it (it has the symbol of the relevant element).
Use to delete a node. If the selected node has nodes beneath it in the hierarchy, the whole subtree is deleted. If the node already contains an element, only the entry in the record is deleted, and the element itself remains in the node.
Use to rename a node.
Use and to expand/collapse the sub-tree of a node.
Use to search for an element using its short description. If the search is successful, the subtree is expanded and the corresponding element selected. If you want to search for further elements using the search term entered, choose .
Status Bar
The status bar is directly under the toolbar. This shows the tool you are currently working in, the current mode (a symbol for either Display or Change), and the unique name and version number of the record model. The traffic light symbol indicates whether your new elements have already been saved (yellow: not yet saved, green: saved). You can hide the status bar using the cross at the beginning of the line.