The Profile Update screen allows you to add a new Profile or update an existing one.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
To Add a New Profile:
- Enter a Profile Code.
- Expand the Profile Type Drop-down list to select the Type of Profile you wish to create.
- Expand the Profile Subtype Drop-down list to select the applicable subtype.
- Enter a Description.
- Click Create. You will continue to the <Profile> Update screen for the Profile Type you selected where you will make additional selections.
See Also: Topic Doc - RecTrac Profile Hierarchy and Listing
From the bottom of the screen...
Click Create to make a new Profile. You will continue to the <Profile> Update screen for the Profile Type you selected where you will make additional selections.
Click Cancel to return t o the Profile Management DataGrid without saving any changes.
Core Information
Profile Code (SAProfile_RecordCode)
Enter your Profile Code in this field. Codes may be alpha and/or numeric. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
If you are updating an existing Profile you will not visit this field.
DeleteProfile Type (SAProfile_RecordType)
Select the applicable Profile Type. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
If you are updating an existing Profile you will not visit this field.
DeleteProfile Subtype (SAProfile_RecordSubType)
Select the applicable Profile SubType. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
If you are updating an existing Profile you will not visit this field.
DeleteProfile Description (SAProfile_Description)
Enter your Description in this field If you are updating an existing Profile, you can update this field to change the description, if desired.
Delete