Edit Saved Record Screen

Purpose

Beginning with SiteSearch 4.1.1, the Record Builder application's Edit Saved Record screen allows you to enter metadata about a record from a local database that is temporarily stored in the Save database. This metadata may help you track the record as it moves through your workflow.

When Displayed

Record Builder displays the Edit Saved Record screen when you do one of the following:

• Select a record from the Save database to edit from the Search Saved Results screen.
• Select Edit record from the Available actions list while displaying a record on the View Saved Record screen.

Example

Usage Notes

• Record Builder adds the database's name and the record's identifier to the Current EditSession list. The lock symbol () indicates that the record is locked. When a record in the Save database is locked, no other Record Builder user can edit this record.
• Record Builder automatically displays data about the record in some fields, such as the record's identifier, the date and time the record was created, modified, and last accessed, and the record's author, target database, title, and status. You cannot modify any of the data displayed in green text. You should generally not modify any of the data in any of the above fields except for the Status field.
• Use the fields in the Author, Reviewer, and Admin sections and the Status and Notes fields to enter any data about the record that will help you track this record as it proceeds through your workflow.
• Click to collapse (hide) the fields in a group. Only the group's title remains visible and the button changes to an expand button (). This affects only the display of the fields on the screen, not the way the data is stored in the database record.
• Click to expand (show) the fields in this group. This affects only the display of the fields on the screen, not the way the data is stored in the database record.
• If the Current EditSession information includes , or buttons, you can click these buttons to return to the Search Saved Results screen, view the previous record on the Search Saved Results screen, or view the next record on the Search Saved Results screen, respectively.

Next Action

Take one of the following actions:

• Submit the record, as revised, to the Save database. Select Submit record from the Available actions list in the upper-right part of the screen.
• Cancel your edits to the record. Select Cancel changes from the Available actions list in the upper-right part of the screen.

In either case, Record Builder displays a message asking you to confirm your action.

After you submit the record to the Save database or cancel edits, Record Builder unlocks the record. Other Record Builder staff can now edit the record. The record's database and identifier still appears in the Current EditSession list, but the lock symbol changes ( ) to show that the record is no longer locked.

Available Actions List

The upper-right corner of the Edit Saved Record screen (see Example) contains a drop-down list labeled Available actions. The table that follows describes each of the items on this list.

See Also

Search Saved Results Screen
A Walkthrough of the Record Builder Interface
Working with the Save Database
Performing Online Record Updates to Local Databases with Record Builder