Request Model

1.

From the Select Actions drop-down list, choose New Request Model. The Add Request Model window displays.

2.

Complete the fields, referring to the topic, Management Model Sections and Fields.

3.

When all required selections/entries are made, click Add.

1.

In the Details window, from the Select Actions drop-down list, select Modify Properties.

2.

Next to the section in which a change should be made, click Edit Properties. The Update Properties dialog box displays.

3.

Perform any of the actions listed below.

4.

When all selections/entries are made, click Add.

When you remove a property, a red X displays next to that property when viewing the Details.

Select Existing Property

To select an existing property, enter the criteria in the Search field. As you enter a character, the corresponding properties that match the criteria display. Click to select the property so a check mark is shown.

To select all properties, click Select All.

Deselect Existing Property

To deselect an existing property, enter the criteria in the Search field. As you enter a character, the corresponding properties that match the criteria display. Click to unselect the property so no check mark is shown.

The Select All option is not applicable when deselecting properties.

Add New Property

1.

Click Add New Property.

2.

Click the drop-down lists and select the Property Style and Property Types.

3.

Enter a Property Name.

4.

If the property is required, select Is Mandatory.

5.

If the property should be indexed, select Index.

6.

When all selections/entries are made, click Add. Upon returning the details, the newly added property is shown with a red X. To remove the property, click the red X. Otherwise, click Save and the X is removed.

Not all functions include an option to edit record line items shown in the main window.

1.

Navigate to the window containing the record to edit.

2.

Click the line containing the record. The applicable window or dialog box displays.

3.

Make the necessary modifications.

4.

Click Save or Add, as applicable.

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).