Working With Records

Creating

To create a new record:

1. Click at the top of a data table
   
2. Follow the prompts
   

Note: Some steps may only be editable once, and changes cannot be made once you have navigated past that step.

Viewing/Editing

There are two (2) ways to view or edit a record:

• Double click a row in the data table, or
• Select a row and click
  

Any changes will not be saved until you click Save.

Note: You must have the appropriate permissions to edit details.

Activating/Deactivating

You may activate or deactivate a record from the details page or by selecting one or more record(s) in a data table.

To deactivate a record, click

To activate a record, click

Cloning

Cloning a record will create a copy of an existing record.

To clone a record:

1. Select a row in the data table or double click a row to view the record
   
2. Click
   
3. RALS™ SYSTEM will prompt you to enter required information for the new record
4. Click Clone
   

Note: Some fields cannot be cloned. For these fields, you will be prompted to enter a new value during the cloning process.

Printing

The data displayed in a record can be printed.

Note: Printing is not supported in Internet Explorer.

To print a record:

1. Click at the top of a record
2. Select the tabs to include in the printout
3. Click Print
4. A new browser window will open with the data from the selected tabs formatted for printing
5. Use the browser’s print dialog to print this window

Note: In the print-ready data, tabs are separated by page breaks. Each row from a data table is transposed into a list of column name and column value pairs. For tabs that include embedded data tables, all entries for the resource are included (no additional filtering is applied).

E-mailing

A link to a record can be e-mailed to RALS operators and/or external e-mail recipients.

To e-mail a link to a record:

1. Click at the top of a record
2. Enter the recipient(s)
3. Optionally enter body text
4. Click Send
5. The link will automatically be e-mailed to the specified recipient(s)

Note: When e-mailing links to reports, an additional checkbox allows you to optionally attach report PDFs.

Viewing History

Every data change is captured in history. You can view the history for a single record or all records of a given type.

To view the history for a single record:

1. Double click a row in the data table to view the details
   
2. Select the History tab
   

To view the history for all records of a certain type:

1. Click at the top of the data table
   
2. Click View History
   

Note: When viewing the history for all records, you can filter and sort to further refine the data.

Multi Selecting

To select more than one records in a data table, press and hold the Ctrl key while clicking on the rows you want to select.

To select several records in a sequence, press and hold the shift key while selecting the first and last record in the sequence.