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reference_edit_general [2017/01/09 12:48]
steveclarke [Reference Fields]
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.|
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 | ISBN| International Standard Book Number is a unique numeric commercial book identifier.| | ISBN| International Standard Book Number is a unique numeric commercial book identifier.|
 | HTML| URL for website for reference, if applicable.| | 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.|