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Save Record

Notes:

  • Only active users with license, access rights and create as well as view/update privileges can add or edit a record. If you do not have access, please contact your company owner or system administrator to request the necessary access and privileges to perform this action.

  • Only the originator, owner, and approvers can edit the records they belong to.

Once the user adds or edits the record information and press the green checkmark icon located in the upper right corner, the record information will be saved.

Tips

  • Make sure to fill in all the required fields on the form before saving the record. Required fields are identified with a red * next to their label.

  • Required fields vary by form.

Form Validations

Before saving, the system validates the form fields including required fields, numeric input, character limits, numeric value ranges, and other validation rules. If a validation rule is not met, a message explaining why the record could not be saved will appear.

Validation Messages Example

Tips

  • Validation rules vary by fields and forms.

  • When a record is edited, a message will appear to indicate that the record has been modified. This message will disappear once the changes are saved to the registry.

Saved Record

When the record is saved, a message is displayed on the screen confirming that the request was completed.

Tips

  • Additional sections may be displayed on some forms once the record has been saved.

Network Connection Error

If it is the case that you have lost your internet connection while you are entering data in any field, the system will display a message.

Unexpected error

If this case occurs, it typically indicates that an unexpected issue occurred during the web application's execution. This error message suggests that the user should attempt the operation again, as the initial attempt did not succeed.

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