Using Include History


Concept


Steps:

  1. When you navigate to the search page of an effective-dated page, the available page actions appear below the final search field.

     

    In this case, for Names, the Include History and Correct History page actions are available. If you want to be able to view all data row categories, but insert or change future rows only, the correct page action to select is Include History. This brings you to the component page in Update/Display All mode.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0009"
    .

    Step 1
  2. Click the Include History option.

    Step 2
  3. Click the Search button.

    Step 3
  4. The Names page is displayed.

     

    Click the Name History link.

    Step 4
  5. Notice the scroll area in the upper right displays 1-2 of 2.

     

    In this example, this person has two rows because she was married in 2002 and changed her name. Notice that her last name used to be Briener.

    Step 5
  6. This same person is now going through a divorce and will be assuming her maiden name again. A future row of data needs to be inserted to reflect this new information.

     

    Click the Add Row button.

    Step 6
  7. Notice that 1-3 of 3 now appears in the scroll area.

     

    When you insert a new row into an effective-dated table, the data from the current row is copied down to the new row. This way, you can make any necessary changes for the new row without wiping out data that you aren't going to change.

    Step 7
  8. Click the Edit Name link.

    Step 8
  9. When you insert a new row, the effective date defaults to the current system date, but you can override it if necessary.

     

    Enter the desired information into the Effective Date field. Enter

     a valid value
     e.g.
     "06/03/2007"
    .

    Step 9
  10. Click the Prefix list.

    Step 10
  11. Click an entry in the list.

    Step 11
  12. Click in the First Name field.

    Step 12
  13. Click in the Middle Name field.

    Step 13
  14. Click in the Last Name field.

    Step 14
  15. Enter the desired information into the Last Name field. Enter

     a valid value
     e.g.
     "Briener"
    .

    Step 15
  16. Click the OK button.

    Step 16
  17. Click the OK button.

    Step 17
  18. Click the Save button.

    Step 18

The Names page is now updated with the new information. You have successfully viewed data using the Include History page action and added a future effective-dated row of data.

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