Storage Volume Registry

Authorized users can add a new record by completing the following steps:

1. Click on the Add button in the left pane to open a configuration screen.

2. Enter data in all applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.

3. If specific values are required for a field, the valid options are available in one of the following:

   • The Field Look Up Values are displayed in the right pane. In most cases, the values available have been previously entered on the related configuration screen.

   • The List Selector icon to the right of a field opens a listing of valid values for a field. In most cases, the values available have been previously entered on the related configuration screen.

   • The Drop Down Menu arrow to the right of a field opens a menu of valid options for a field. In most cases, the values available are standard core values.

   • A Date Selector Calendar is available in the Field Look Up Values in the right pane for date fields. If there is no right pane, the Date Selector icon is displayed to the right of the field.

4. Use the online help features for information on configuration of the screen.

   • For information on specific fields, highlight the field with the cursor to view the short Help text in the right pane.

   • To open the documentation to find more information for the related page, click on the Help icon in the tool bar or click on More... in the right pane after the short help.

5. If there are Indicator and/or Parameter tabs, these must be configured as well. Default values are displayed for the indicator settings, but may be changed for this record. For more information see Configuration > System > Indicator and/or Parameter.

6. After entering information, save the record. The system does a validation to make sure the information entered is valid for the field, such as numbers must be entered in numeric fields or fields with look up values must match the options displayed.

7. The Audits tab is now displayed with information on the entered record.

Authorized users can make edits to add or update information in existing records.

1. Using the Search page selection criteria, search for all the records to be updated.

2. To select one or more record, click the box to the left of each record to alternately add or remove the check mark. 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 and select them by checking the box to the left of the record.

3. To open the record you wish to view first, click its folder. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.

4. Highlight the fields to be updated with the cursor and enter the information.

   • If the field is grayed out, that field is not editable.

   • If specific values are required for a field, the valid options are available in one of the following:

     • The Field Look Up Values are displayed in the right pane.

     • The List Selector icon to the right of a field opens a listing of valid values for a field from the related configuration screen.

     • The Drop Down Menu arrow to the right of a field opens a menu of valid options for a field.

     • A Calendar is available in the Field Look Up Values in the right pane for date fields. If there is no right pane, the Date Selector icon is displayed.

   For information on specific fields, view the short Help text in the right pane.

5. The Indicator and/or Parameter tabs can also be updated. Click on the tab to open and edit the values. For more information see Configuration > System > Indicator and/or Parameter.

6. After entering information, save the record. The system does a validation to make sure the information entered is valid for the field, such as numbers must be entered in numeric fields or fields with look up values must match the options displayed.

7. The Audits tab displays information on the edits made to the record.

   Note  

   For more information, see Editing a Record in Help > Record Management.

To open and view existing records, complete the following steps:

1. Using the Search page selection criteria, search for all the records to be viewed.

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

3. To open the record you wish to view first, click its folder. All other selected records are also available.

4. To view all other selected records, scroll to the previous record or to the next record using the navigation arrows.

5. For records displayed in a list format, click the card arrow on a record to open and view it.

   Note  

   For more information, see Opening and Viewing a Record in Help > Record Management.

The Search page is the default page when a screen is opened. This screen is used to filter criteria when searching for a specific record.

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

2. Additional searches with different filter options can be run to add to the selected record results set.

3. To select one or more record, click the box to the left of the record to alternately add or remove the check mark. 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. To open the record you wish to view first, click its folder. All other selected records can be viewed by scrolling, using the right and left arrows in the Navigator section of the left pane.

   Note  

   For more information on searching for an existing record, see Searching for a Record in the Help section. For more information on the Action buttons available in the left pane after the search is completed, see Search Action Buttons. For more information on setting the check boxes default to be checked or unchecked, see Preferences > My Preferences > List.

Click on the Add button to open a screen to configure a new record.

Complete the following steps to add a new record:

1. Click on the Add button in the left pane. The corresponding New Record screen is displayed.

2. Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.

   • Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.

   • Fields that require specific standard response values (for example, Yes/No) display a Drop-Down Menu arrow to open a list of valid options.

   • Fields that require date values display a calendar in the Field Look Up Values in the right pane. If there is no right pane, the Date Selector icon is displayed to open a calendar to select a date. Date values can also be typed in.

3. If there are Indicator and/or Parameter tabs, these must be configured as well. Default values are displayed for all indicator settings (and selected parameter settings), but may be changed for this record. For more information on indicator and parameter settings, see Configuration > System > Indicators and Parameters. See also the Rules and Parameters Specification documentation.

4. Depending on the screen being set up, there may also be additional Section buttons in the left pane. Click on the buttons to open and configure those additional screens.

5. When all screens have been completed, click on the Save button to save the new record values.

   Note  

   For more information and screen prints, see Adding a New Record.

The Audits button in the left pane opens a screen to view changes to records in the open page. The audit trail displays information on additions, edits and deletions, including the date and time the change was made, the type of change (inserted, updated, deleted), the description of the change, the name of the person making the change, and the original and new values.

The audit records can be grouped and sorted by one of the following options: application, audit date, audit description, classification, or who modified. To change the sort, click the drop down arrow near the Group By field in the Audit List Actions to open the record, then select the grouping from the list.

Group by Application

Groups the audit records by the application where the changes were made.

Group by Audit Date

Groups all the audits by the date when changes were made.

Group by Audit Description

Groups the audit report by the description of the edits that were made.

Group by Classification

Groups the audit records by whether the record was inserted, updated, or deleted.

Group by Who Modified

Groups the audit records by the user who made the updates.