Editing the Proposed Schedule Details

The Schedule tab on the Change Request Details page displays the details for the selected schedule title in a change request. The “Proposed” changes for the schedule title are shown in the right-hand column. The “Original” column at the left displays the information from the current schedule title; for a new schedule title, this column displays the company and function, and the schedule title “Request XX - New Schedule Title,” where “xxx” is a sequentially assigned number. The names of any fields in the “Proposed” column that have different values from the original schedule title are displayed in bold red type.

To edit the proposed schedule title details:

1.       On the Change Requests page, select the change request containing the schedule title you want to update.

The Change Request Details page opens.

2.      From the Schedule Titles grid, select the pending schedule title you want to edit.

The Schedule tab is selected, by default.

3.       To edit any of the information on this tab, click the Edit button at the bottom of the tab.

The Edit Schedule Information window opens.

3.      Edit the Company and Function fields, if needed, by selecting a company or business function from the respective drop-down list.

4.      To place the schedule title under another title, select the “parent” schedule title from the Parent Title drop-down list.

5.      Edit the name of the schedule title in the Title box. You can enter up to 255 alphanumeric characters.

6.      From the Status drop-down list, select the status code for the schedule title. Schedule statuses are marked with either an “(A)” or an “(I),” depending on whether they are Active or Inactive. The following schedule status codes are available.

Note: If the Show Only Active Titles check box on the Schedules page is selected, inactive statuses will not appear in the list (see Displaying Only Active Schedule Titles).

7.      In the Description box, type a multi-line description for the schedule title, if desired.

8.      In the Retention fields, enter the formula that represents the retention period for the schedule title. You can select a retention abbreviation from the box at the right.

9.      Click Save Changes to save the information you entered.

The changes are displayed in the “Proposed” section on the Change Request Details page.