MASTERS

The Masters section allows the user to add, view, modify, and manage master data efficiently. This guide provides a step-by-step walkthrough on how to use the Masters menu, including adding new master entries and managing existing ones.

Pre Condition

The user should be logged in with valid credentials. A Fieldset, Master Form, and Master Menu should be created and linked to either an existing stage or a new Stage.

Permissions related to Masters

  • Can See Masters Left Menu
  • Can View Interaction History
  • Can View Assignment History
  • Can Assign Samples From Masters
  • Can Reassign Samples From Masters

Add (master menu name)

Step 1: Click on "Masters" in the sidebar menu.

STEPS FOR MASTERS

  • The tab will expand and the user will be able to see Add (master menu name) and View/Modify (master menu name).

Note: Once the master menu is created based on the master form, the same master menu will be reflected with options Add (master menu name) and View/Modify (master menu name).

Step 2: Click on Add (master menu name).

STEPS FOR MASTERS

A form will open to the right side with information based on the master form, the user has to fill in all the details.

STEPS FOR MASTERS

Step 3: Click on Submit.

  • Once the form is submitted it will get reflected under View/Modify (Master menu name).

View/Modify (Master menu name)

Step 1: Click on “View/Modify (Master menu name)”

To the right side, a form will open with

VIEW MODIFY FORM

Step 2: Click on Local filters.

VIEW MODIFY FORM

  • The tab will expand to reveal several fields, which can be modified using the Master Filter icon in the Master Forms section under Masters in Workflow Design.

Note: Master Filter:This particular action can be used only once the Master Menu is created.

Step 1: in master forms under master form actipon master filter icon click on it

MASTER FORMS ACTION FILTER

Step 2: Selecting Filter Options

  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.

Step 3: - Save: Click the "Save" button to add the section. - Cancel: Click the "Cancel" button to cancel the section.

  • Once the fields are selected and saved the same fields will be reflected under local filters.

Manage View/Modify: Actions

Only when the permission is given by a user in Roles and Permission under User setup, The icons will be visible here.

View

  • Click on the “Eye icon (view)”.

ACTION 1   A tab will open with the metadata details.

ACTION 1 FORM  

Interaction History

  • Click on the “Clock icon (Interaction history)”.

ACTION 2   A tab will open where the user will able to see the interaction history.

ACTION 2 FORM  

View Assignees

  • Click on the “Paper icon (View Assignees)”.

ACTION 3   A tab will open ACTION 3

  • Click on Assign/Reassign expand arrow

Tab will expand with 2 radio option. Assign and Reassign.

ACTION 3

  • Assign: Click on the Assign radio button.
  • Stage: Select the Stage from the dropdown menu.
  • To Designation: Select the To designation from the dropdown menu.
  • To User: Select the To designation from the dropdown menu.
  • Click on Assign button.

ACTION 3

  • Reassign: Click on the Reassign Radio button.
  • Stage: Select the Stage from the dropdown menu.
  • To Designation: Select the To designation from the dropdown menu.
  • To User: Select the To designation from the dropdown menu.
  • select all: user has option to selct all the stages or single stage by enabling the check box
  • Click on ReAssign button.
  • Dispose Data: User can open the customer profile by clicking on the Dispose Data button.

NOTE(VIEW ASSIGNEES): Only Admins or Team Leads will have access to the "Assign" and "Reassign" radio buttons.Regular users will only be able to assign a case or stage to themselves.

Edit

  • Click on the “Edit Icon”.   ACTION 4

A form will open where the user will be able to edit the form

  • click on submit to update the edited information.

Delete

  • Click on the “Delete Icon”. If the user wants to delete.

ACTION 5

  • NOTE(DELETE): Only Admins or Team Leads will be able to see the delete icon and have the access to delete items if necessary.

Export /Export With all Headers

  • Click on the Export button.

EXPORT

an Excel file will be downloaded containing the same fields as those displayed in the list.

  • Click on Export with all Headers button.

EXPORT ALL

an Excel file will be downloaded containing all the header fields.