Managing ELSUR validation groups

1. You can start creating an ELSUR validation group either from a case, or from the main menu. Both provide the same result, and the method you choose will likely be based on what screen you are using when you decide to create a new validation reference.

   • From the main menu:

     1. On the main menu click Intercept Center, then click ELSUR Record Validation.

        The ELSUR Record Validation screen opens.

     2. In the Template management group click Create validation groups. The Create validation groups screen opens.

   • From a case:

     1. For the case you want to add an ELSUR validation record to, open the Manage case screen.

        Need help finding your case?

        On the main menu click View cases. The screen that opens depends on your setting of View cases. If it is set to:

        • Advanced view, then the Advanced view cases screen opens.
          • If your case is listed on the Favorite & recent cases tab, click the case name to open the Manage case screen.
          • If it is not listed on the Favorite & recent cases tab, then click the Cases tab. Use the search filters to help locate your case. You can also click to open the FILTERS group which allows you to set your own default filter defining what is displayed on this tab, for example you may wish to set it to cases that you created which are currently open.

          For further information refer to Searching for a case.

        • Grid view, then the View cases screen opens.
          • If your case is listed under My recent cases click it to open the Manage case screen.
          • If it is not listed under My recent cases then select your case from the table, using the search filters to help locate it if required. Note, by default the search is set to only display cases that you created; if you are not the original creator but an assignee then ensure you set Case filter to Assigned cases before clicking Search.
        • Tree view, then the View i-cases screen opens.
          • Click at the top-right of the screen to open either the View Cases or Advanced view cases screen and follow the above description.

     2. Click Validation settings.

        The Validation settings screen opens.

        NOTE: If Validation settings is not displayed, your case is not configured for validations. For further information on configuring it, refer to How to create a case to perform ELSUR validation.

     3. Click Add.

        The View or edit validation references screen opens.

     4. Click Create group.

        The Create validation groups screen opens.

2. In Available references click beside the validation reference or group you want to add to your new validation group. If required, you can use the Search field to easily locate the one you want to add.

   The validation reference or group then displays in Selected references.

3. You can repeat this step to add as many validation references and groups, to your new group as required.

4. Once you have added all that you require click Save as.

   The Save group dialog box opens.

5. Enter a descriptive name, that clearly identifies the validation group then click OK.

   Your ELSUR validation group is saved, and the name of your new group is displayed at the top of the screen.

1. You can start editing an ELSUR validation group either from a case, or from the main menu. Both provide the same result, and the method you choose will likely be based on what screen you are using when you decide to create a new validation reference.

   • From the main menu:

     1. On the main menu click Intercept Center, then click ELSUR Record Validation.

        The ELSUR Record Validation screen opens.

     2. In the Template management group click Create validation groups. The Create validation groups screen opens.

     3. In the Alias column, click the name of the validation group you want to edit.

        The Create validation groups screen opens.

   • From a case:

     1. For the case you want to add an ELSUR validation record to, open the Manage case screen.

        Need help finding your case?

        On the main menu click View cases. The screen that opens depends on your setting of View cases. If it is set to:

        • Advanced view, then the Advanced view cases screen opens.
          • If your case is listed on the Favorite & recent cases tab, click the case name to open the Manage case screen.
          • If it is not listed on the Favorite & recent cases tab, then click the Cases tab. Use the search filters to help locate your case. You can also click to open the FILTERS group which allows you to set your own default filter defining what is displayed on this tab, for example you may wish to set it to cases that you created which are currently open.

          For further information refer to Searching for a case.

        • Grid view, then the View cases screen opens.
          • If your case is listed under My recent cases click it to open the Manage case screen.
          • If it is not listed under My recent cases then select your case from the table, using the search filters to help locate it if required. Note, by default the search is set to only display cases that you created; if you are not the original creator but an assignee then ensure you set Case filter to Assigned cases before clicking Search.
        • Tree view, then the View i-cases screen opens.
          • Click at the top-right of the screen to open either the View Cases or Advanced view cases screen and follow the above description.

     2. Click Validation settings.

        The Validation settings screen opens.

        NOTE: If Validation settings is not displayed, your case is not configured for validations. For further information on configuring it, refer to How to create a case to perform ELSUR validation.

     3. In the Alias column, click on the name of the validation group you want to edit. Validations which are groups display "group" in the Type column.

        The Create validation groups screen opens.

2. Edit the group as required, then click Save as.

   The Save group dialog box opens.

3. If you want to save the group using the same name then click OK.

   Alternatively, you can create a new validation group by entering a new name, then click OK.

NOTE: Only validation groups that have not been applied to a case can be deleted.

1. On the main menu click Intercept Center, then click ELSUR Record Validation.

   The ELSUR Record Validation screen opens.

2. In the Template management group click View or edit validation references. The View or edit validation references screen opens.

3. Use the Alias, State and Message Type filters to help you locate the validation group you want to edit.

   For example, only validation groups that have not been applied to any cases can be deleted so you may want to set State to Red. You may also want to set Message Type to group to only display the groups.

4. For the validation group you want to delete, click .