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reference_edit_general [2017/01/05 16:04] steveclarke |
reference_edit_general [2018/10/18 15:14] (current) 72.38.112.148 [Tab Strip] |
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| ===== Reference Edit General ===== | ===== Reference Edit General ===== | ||
| - | The Reference general edit page allows users to edit general information for a Reference record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] (if in Bank Level 3 [[glossary#Banks and Bank Level|Banks and Bank Level]]) or the record being [[glossary#Record Locking|locked]]. | + | The Reference general edit page allows users to edit general information for a Reference record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]]. |
| {{:referenceeditgeneral.png?600|}} | {{:referenceeditgeneral.png?600|}} | ||
| ==== Tab Strip ==== | ==== Tab Strip ==== | ||
| - | The tab strip at the top of the page allows the user to go back to the Reference Entry grid [[reference_entry|Selection]], to the [[reference_edit_notes|Notes and Custom]] page or [[usage|Usage]] page. | + | The tab strip at the top of the page allows the user to go back to the Reference Entry grid [[reference_entry|Selection]], to the [[reference_edit_notes|Notes and Custom]] page or [[usage|Usage]] page. Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record. |
| ==== Reference Fields ==== | ==== Reference Fields ==== | ||
| ^ Field ^ Description ^ | ^ Field ^ Description ^ | ||
| - | | Reference ID | Will populate automatically when the reference is created. Unique identifier of the Reference. | | + | | Reference ID | Will populate automatically when the Reference is created. Unique identifier of the Reference. | |
| | Title| The title of the reference material being added.| | | Title| The title of the reference material being added.| | ||
| | Reference Type ID| Use the drop down menu to select the reference type. This can be a book, journal,periodical, etc.| | | Reference Type ID| Use the drop down menu to select the reference type. This can be a book, journal,periodical, etc.| | ||
| | External ID| External ID's are used when mapping back and forth with other systems.| | | External ID| External ID's are used when mapping back and forth with other systems.| | ||
| - | | Volume| If the reference used has a volume number enter it here.| | + | | Volume| Volume number for reference if applicable.| |
| - | | Edition| If the reference used has an edition number, enter it here.| | + | | Edition| Edition for reference if applicable.| |
| - | | ISBN| International Standard Book Number is a unique numeric commercial book identifier, enter it here.| | + | | ISBN| International Standard Book Number is a unique numeric commercial book identifier.| |
| - | | HTML| If the reference used is a website, enter the HTML address here.| | + | | HTML| URL for website for reference, if applicable.| |
| - | | Effective Date | By default, on most tools, only effective/non-expired records are available to be selected. Either to be edited or linked to another record. An effective record is a record with an Effective Date prior to today. By default, the Effective Date is set to the previous day on all newly created records.| | + | | Effective Date | By default, on most tools, only effective/non-expired records are available to be selected. Either to be edited or linked to another record. An effective record is a record with an Effective Date prior to today. By default, the Effective Date is set to the previous day on all newly created records. [[concepts#effective_and_expiry_dates|Effective and Expiry Dates]]| |
| - | | Expiry Date | By default, on most tools, only effective/non-expired records are available to be selected. Either to be edited or linked to another record. An expired record is a record with an Expiry Date prior to today. By default, the Expiry Date is set to December 31, 2100 on all newly created records.| | + | | Expiry Date | By default, on most tools, only effective/non-expired records are available to be selected. Either to be edited or linked to another record. An expired record is a record with an Expiry Date prior to today. By default, the Expiry Date is set to December 31, 2100 on all newly created records. [[concepts#effective_and_expiry_dates|Effective and Expiry Dates]]| |
| - | | Article| Enter the title of the article here.| | + | | Article| Title of the article, if applicable to the reference.| |
| - | | Author Name 1| Enter the Author's name here, if there is more than one author use Author Name 2 and 3.| | + | | Author Name 1| Author names for the reference. If there is more than one author use Author Name 2 and 3.| |
| - | | Publisher| Enter the publisher's name here.| | + | | Publisher| The references publisher, if applicable.| |
| - | | Publisher Place| Enter the publication location here.| | + | | Publisher Place| The publisher location.| |
| - | | Publisher Date| Enter the date of publication here. This field is required and changes cannot be saved unless a value is specified. | | + | | Publisher Date| The date of reference publication here. This field is required and changes cannot be saved unless a value is specified.| |
