Tabular View

To edit a field for a single record in the Tabular View:
  1. 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 a green triangle appear in the upper-left corner of that field. This is a visual cue to remind you that the value of the field has been changed but is not yet saved.
  2. Check the Approved box for the modified record. This will mark the record as ready to be processed by Spectrumâ„¢ Technology Platform.
  3. If you need to undo a change you made, select the record you want to undo and click the Undo changes button.
  4. Click the Save button when you are finished editing records.

To edit a field for multiple records in the Tabular View:
  1. While pressing the Ctrl or Shift key, click the field you want to change for all the selected records. For instance, if you want to change all instances of "L.A." to say "Los Angeles," press the Ctrl key and click within the City field for one of the records. Then, while still pressing Ctrl orShift, click within that same field for the other records you want to change.
  2. Change the field values accordingly. You are able to edit these fields, but be aware that changes you make here will apply to all selected records, even though previously the values for those fields varied. Likewise, if you clear the data for a field when editing multiple records, it will be cleared for all selected records.
  3. Check the Approved box for the modified records. This will mark the record as ready to be processed by Spectrumâ„¢ Technology Platform. Alternatively, you can click the Approve all button; this will result in every simple exception record showing in the Editor to be approved. (The Approval all feature does not apply to matching exception records.)
  4. If you need to undo a change you made, select the records you want to undo and click the Undo changes button.
  5. Click the Save button when you are finished editing records. The records' changes are saved to the exception repository and the view is refreshed. If you have not defined a revalidation workflow, the list of exceptions is reloaded. However, one or more of the edited records may not be in the refreshed list because they no longer match the search/filter criteria. If you have defined a revalidation workflow, the edited records may not be in the refreshed list if they are now valid and have been purged from the repository.
  6. Use the navigation buttons at the bottom of the screen to go to previous or next page of exception records; you can also use these buttons to go directly to the first or last exception record.