Editing records in Tabular view - spectrum_quality_1 - 23.1

Spectrum Data Quality Guide

Product type
Software
Portfolio
Verify
Product family
Spectrum
Product
Spectrum > Quality > Spectrum Quality
Version
23.1
Language
English
Product name
Spectrum Data Quality
Title
Spectrum Data Quality Guide
Topic type
Overview
Reference
Tips
How Do I
First publish date
2007
ft:lastEdition
2024-03-04
ft:lastPublication
2024-03-04T22:52:13.486265

Perform steps in this task to edit and approve records in Tabular view.

  1. In Data Stewardship Portal, open records for the dataflow that you want to edit on the Editor page.
    To do this, click Editor on the Data Stewardship Portal home page, then in the Dataflow name box on the sidebar, select the name of the dataflow.
  2. Make sure that the records are displayed in Tabular view.
    Click the Tabular view button on the Editor toolbar.
  3. You can now edit field values for a single record or for multiple records:

To edit a field for a single record in Tabular view

  1. In any record, click to edit a value.
    Right-click the field to access Cut, Copy, and Paste commands. A field will be grayed out if it cannot be edited.
    To undo a change, select the record you want to undo and click the Undo changes button on the toolbar.
    After you edit a field, green triangle in the upper-left corner that indicates edits are not yet saved. After you save changes to the record, the status changes to Edited.
  2. Optional: You can add comments about your changes in the Comment box.
    Comments are visible to other users and can be used to help keep track of the changes made to the record or to recommend additional changes.
  3. After you are satisfied with corrections made to a record, click Accept .
    This changes the Record status to Accept.
    Note: Anytime before you click the Save button, you can click Accept or Reject to change the status from Accept to Pending. This allows you to continue editing the record at a later time.
  4. Click the Save changes button when you are finished editing records.
    This changes status for the record to Resolved. The records may not appear in the table if they are no longer available or no longer match the search/filter criteria.

To edit a field for multiple records in Tabular view

  1. Click the field in the first record that you want to change.
  2. Press Shift to extend the selection to multiple records or Ctrl to add a single record to the selection, and click the same field in another record.
    For instance, if you want to change all instances of "L.A." to say "Los Angeles," click within the City field for one of the records. Then press Ctrl or Shift and click within that same column to extend or add to the selection.
  3. Edit the field value in the last record that you selected.
    Right-click the field to access Cut, Copy, and Paste commands. A field will be grayed out if it cannot be edited.
    To undo a change, select the records you want to undo and click the Undo changes button on the toolbar.
    After you edit a field, green triangle in the upper-left corner that indicates edits are not yet saved. After you save changes to the record, the status changes to Edited.
  4. Optional: You can add comments about your changes in the Comment box.
    Comments are visible to other users and can be used to help keep track of the changes made to the record or to recommend additional changes.
  5. After you are satisfied with corrections made to a record, click Accept .
    This changes the Record status to Accept.
    Note: Anytime before you click the Save button, you can click Accept or Reject to change the status from Accept to Pending. This allows you to continue editing the record at a later time.
  6. Click the Save changes button when you finish editing records on a page.
    This changes status for the records to Resolved. The records may not appear in the table if they are no longer available or no longer match the search/filter criteria.