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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 Form rights, Bank rights (if in Bank Level 3 Banks and Bank Level) or the record being locked.
Tab Strip
The tab strip at the top of the page allows the user to go back to the Reference Entry grid Selection, to the Notes and Custom page or Usage page.
Reference Fields
| Field | Description |
|---|---|
| Reference ID | Will populate automatically when the reference is created. Unique identifier of the Reference. |
| 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. |
| 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. |
| Edition | If the reference used has an edition number, enter it here. |
| ISBN | International Standard Book Number is a unique numeric commercial book identifier, enter it here. |
| HTML | If the reference used is a website, enter the HTML address here. |
| 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. |
| 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. |
| Article | Enter the title of the article here. |
| Author Name 1 | Enter the Author's name here, if there is more than one author use Author Name 2 and 3. |
| Publisher | Enter the publisher's name here. |
| Publisher Place | Enter the publication location here. |
| Publisher Date | Enter the date of publication here. This field is required and changes cannot be saved unless a value is specified. |
