iHRIS:Add and Edit Record Verification Changes (4.0.5): Difference between revisions

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{{otherversions|iHRIS:Add and Edit Record Verification Changes}}
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To ensure that standard data types such as cadres, marital status, geographical locations and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide standard options for selection when adding records, jobs and positions. Click <u>Administer Database</u> to create and update standards lists of data for selection in system menus. Only the Data Operations Manager and System Administrator can create data types.
== Record Verification Changes ==
A ''verification change'' is an option that can be selected whenever a person's record is verified. Typical options might include: Corrected Demographics; Corrected Training; Corrected License/Registration and No Changes Made.
{| cellpadding="10" border="1"
{| cellpadding="10" border="1"
|- valign="top"
|- valign="top"
| From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]]  
| From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]]  
|- valign="top"
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| In the "Institution Lists" section, select <u>Facility Status</u>. || [[File:Q_Institution_List.png|500px|500px]]
| Under the "Administrative Lists" section, select <u>Record Verification Changes</u>. || [[File:Q_Administrative_Lists.png|500px|500px]]
|- valign="top"
|- valign="top"
| Select <u>Add New Facility Status</u>. (To edit an existing facility status, select it from the menu, then click <u>Update This Information</u>). || [[File:Q_Facility_Status.png|500px|500px]]
| Select <u>Add New Verification Change</u>. (To edit an existing verification change, select it from the menu, then click <u>Update This Information</u>). || [[File:Q_Administrative_Lists_Verification_Change.png|500px|500px]]
|- valign="top"
|- valign="top"
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# Enter the '''Name''' of the facility status.  
# Enter the '''Name''' of the verification change.  
# Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.       
# Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.       
|| [[File:Q_Facility_Status2.png|500px|500px]]
|| [[File:Q_Administrative_Lists_Verification_Change2.png|500px|500px]]
|- valign="top"
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=== Troubleshooting ===
 
'''An error message appears when Confirm is clicked.'''
 
Make certain that the verification change has not already been entered. Change the name and try saving again. If you do not want to add the verification change after all, click <code>Return (do not save changes)</code>.
 
<div class="noprint">{{IHRIS_Qualify_user_manual_index}}</div>

Latest revision as of 11:27, 26 July 2010


To ensure that standard data types such as cadres, marital status, geographical locations and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide standard options for selection when adding records, jobs and positions. Click Administer Database to create and update standards lists of data for selection in system menus. Only the Data Operations Manager and System Administrator can create data types.

Record Verification Changes

A verification change is an option that can be selected whenever a person's record is verified. Typical options might include: Corrected Demographics; Corrected Training; Corrected License/Registration and No Changes Made.

From the home page or left menu, click Configure System, then click Administer Database.
Under the "Administrative Lists" section, select Record Verification Changes.
Select Add New Verification Change. (To edit an existing verification change, select it from the menu, then click Update This Information).
  1. Enter the Name of the verification change.
  2. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the verification change has not already been entered. Change the name and try saving again. If you do not want to add the verification change after all, click Return (do not save changes).