To view details of a specific record, you need to select the corresponding module first (e.g.: Billing for any financial records); then find your desired record in the list. You might need to apply filters or sort your entries, for easier navigation.
Generally, the layout of a record’s detail page contains two or more main sections: Basic Information and details. Use the buttons at the top of the page to ly get to the section you need. We will be using batch sheets as record examples within this guide.
You might want to edit your records if you need to make changes to any pre-existing information; or add something new..
The quickest way to edit a record is by clicking the pencil icon corresponding to it.
You can also edit from within the record Details page, by clicking the Actions button on the right, then choosing Edit. Not all records have the pencil icon, in which case you would use this method to edit.
Some fields might not allow changes, depending on the type of record. This prevents potential errors that might have a significant impact throughout the system.
Some records, such as completed batch sheets, do not allow editing, unless their status is changed.
Editing permissions may not be granted to specific security groups and is the choice of the person in your team who has admin access to Operate.
Make sure to Save your changes before exiting the edit mode.
Deleting a Record
You can quickly delete a record by clicking the red “x” next to it in the list.
Records can also be deleted from the Actions menu on the Details Page.
Copying a Record
You might want to copy a record when you need to add the same kind of information within the system
To copy a record, first go to the module to which it belongs and find the one you need in the list. Use list views and filters if you need to.
Once you have found your record, click on it, then click the Actions button on the right. Select Copy and you’re ready to create another record, with the essential fields already completed.
Viewing Record Events
Events display actions that have been taken, with regards to a specific record. To view them, simply go to the module to which it belongs and find the one you need in the list. Use list views and filters if you need to.
Once you have found your record, click on it, then click the Actions button on the right. Click See Events to proceed.
Here is an example list of events that shows essential record details (at the moment of its creation) as well as changes that have been made later on; along with details on who has made those changes and when.
Updating Multiple Records Simultaneously
You can make changes to multiple records at the same time, by using the options at the top of your list.
First, go to go to the module to which the record belongs and find the one you need in the list. Use list views and filters if you need to.
To update records, first select them from within the list, by checking their corresponding checkbox. When you’re ready, use one of the options at the top:
- You can delete all the records you selected, in one go.
- Make updates, using the Update button. You can approve them, update the batch date, complete them, update the estimated total, location or product group.
- Export your records for use with other applications; such as Excel or accounting tools.
Different modules come with different bulk update options and they all work based on the selection of list entries.