Form View

To edit records using the Form View, follow these steps:

  1. Click Form View. The first record in the set will appear.
  2. Click the field you want to edit. and change the field value accordingly. Read-only fields will be grayed out. Right-click the field to access cut, copy, and paste options. When you have edited a field, you will notice the outline of that field turn green. This is a visual cue to remind you that the value of the field has been changed but is not yet saved.
  3. You can add comments about your changes in the Comments column. Comments are visible to other users and can be used to help keep track of the changes made to the record.
  4. When you are confident that you have made the necessary changes to make the record valid, check the Approved box. This will mark the record as ready to be processed by Spectrumâ„¢ Technology Platform.
  5. If you need to undo a change you made, click the Undo changes button.
  6. Click Save. The record's changes are saved to the exception repository and the view is refreshed. You will either see the same record containing your changes or you will see the next record in the list because the record you changed is no longer available or no longer matches the search/filter criteria.
  7. Use the navigation buttons at the bottom of the screen to go to previous or next exception record; you can also use these buttons to go directly to the first or last exception record.