Profiles

To add one or more Profiles codes to this record, click on the Add button. The Profile Search page is displayed to filter search criteria when searching for an existing record.

1. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

2. To select one or more record, click the selection box to the left of the record to alternately add or remove the check mark.

3. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

4. After selecting records, click on the Assign Selected button to add and save the profiles to this record.

To delete one or more Profile records from the open record, complete the following steps:

1. Check the box on each record to be removed.

2. Click on the Delete Selected button in the left pane.

3. A message appears verifying the record should be deleted. Click on Yes to continue.

   Note  

   This action removes the selected profile records from this record only, it does not delete them from the Profiles configuration screen.

All Profiles currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.

1. Click the card arrow to the right of the Filter Criteria bar and enter the filter criteria.

2. When the criteria have been entered, click on the Filter button to apply the filter.

3. To remove the filter and display all records, click on the Remove Filter button.

4. To view a specific record, click the card arrow on the record. The Code and Description information is displayed.