Editing Tool for Records: The Records Browser 

Use

You use the Records Browser to view or edit records.

Integration

You can only reach the Records Browser through the Records Organizer (see Navigating 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.)

The overview tree can be customized in the user-specific settings. To call the user-specific settings, go to the Records Browser menu and choose Record -> User-Specific Settings. For further details, see User-Specific Settings.

Toolbar

The toolbar is above the main window. This provides the following functions for editing the record:

By choosing  you can switch to editing mode (display/change).

By choosing  you can 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 Searching).

By choosing Attributes, you can display the record attributes and their values. You can change the values of the definable attributes at any time For more information, see Assigning Attribute Values).

By choosing Record, you can display a menu that offers functions for the whole record. You can perform the following functions:

·        Other Record: The search dialog box is displayed (see Searching). You can access all records that belong to the same element type as the current record.

·        Reload: Update the record.

·        Print: For more information, see Printing the Record.

·        Close/Open Record: If the record has been closed, it cannot be changed. If the record is open, it can be processed.

·        Administration → Transport Entry: Write a transport entry for the record. This function is only offered if the element type underlying the record permits transport to subsequent systems.

·        Administration → Display Missing Authorizations: A dialog box is displayed containing a list of the roles that you do not have, but which are necessary for displaying the rest of the nodes. Roles that are linked with OR are roles that are required for displaying one particular node. Roles that are linked by AND are roles that are required for displaying more than one node.

·        Administration → Display Log: You display the log of all activities executed on the record. For more information, see Logging.

·        Administration → XML Representation: You can display the underlying XML code of the record.

·        Administration -> Corresponding Record Model (Key): You can display the key of the record model underlying the record. You can use this information to carry out a unique search for the record model.

·        User-Specific Settings. For more information, see User-Specific Settings.

You can use  to display a context-sensitive menu offering activities.

 The list of activities differs according to which node you have selected.

·        If you have selected a structure node (),

No activities are offered.

·        If you have selected a model node (),

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 Activities for Element Types and Elements.

After inserting an element, the symbol of the model node changes to that of the inserted element.

·        If you have selected a node that already has an element assigned to it (different symbols, according to the 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).

Choose  to display the attributes that have been created for this node in the record model.

Use  to create a model node beneath the node that is currently selected. This action is only possible if the underlying record model allows a node at this position. For more information, see Editing Records.

By choosing  you can copy elements.

By choosing  you can insert copied elements.

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.

If you have not yet renamed a node, the name of the node remains synchronous with the short description of the element. Once you have renamed a node, the name of the node is no longer synchronous with the short description of the element.

By choosing  you can define which user roles the currently selected node is visible for.

By choosing  you can open a structure element in the record for editing. For more information, see Editing Records.

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

Directly below the function bar, there is the status bar, which displays the following:

·        Tool: Indicates which tool the user is currently using (browser, for example).

·        / : Indicates whether the record is open or closed.

·        / : Current processing mode

·        Record Number: Record number of the record

·        Version: Version number of the record

·        : The traffic light icon indicates the save status of the element (green = saved; yellow = not yet saved).

·        Status: If a status profile was defined for this element type, the status of the profile is displayed.

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