Save as Pending

Sometimes it is beneficial to be able to make certain changes to records that take effect at a future date. For example, a company is moving locations and will have a new address as of the beginning of next year. The Save As Pending option saves therecordaspendingallowingusertomodifyrecords prior to a specific date and then applies those changes automatically on the scheduled date. When a pending change exists, it automatically enables the Alerts button prompting the user that there arependingchangesonthisrecord. In addition a user can  edit and delete pending changes as necessary.

• Save as Pending
• Save as Pending
• Save as Pending
  
  

Saving Changes as Pending

Follow these steps to save changes to a recordthatshouldbeappliedonaspecificdateinthe future:

1. Open the record which you want to modify.
2. Make the necessary changes and select the Save As Pending b
3. uttonin the toolbar.
4. Selectth
5. edate and time thechangeshouldtakeaffectfromtheScheduledDatedrop-down.
   • The default value is the current date and time.
     
     
6. Click the OK button to close the dialog.
   • The form repopulates with the currently saved data (in other words, the pending changes are removed since they are no applicable yet).
   • The Alerts icon turns red on the record’s toolbar to notify all users that pending changes exist for the record. See Show Alerts.
     
     
7. After the pending change’s specified date and time passes, the Aptify Scheduled Tasks system automatically updates the record with the appropriate changes. Once the pending changes have been saved to the record, the Alerts icon no longer appears in red (if no other alerts are pending for the record).

Modifying Pending Changes

Follow these steps to modify changes that have been saved as pending:

1. Select the Alerts button.
   • When a pending change exists for a record, the Alerts button is active, notifying the user that there are pending changes on this record.

      

     
     
     
     

2. Expand the Pending Changes hierarchy by selecting the plus sign (+).
   
   
   
   

3. Double-click the pending change in which you want to modify to open the associate    A  lert d Det  a il dialog to see information about the pending changes that will be applied to the record.
   
   

4. Click the Edit button.
   • The record isrefreshed with the pending changes specified in the Alert Detail Dialog.
     
     
5. Make the necessary modifications to the pending change and select Save As Pending.

   • Even if you decide not to make any modifications to the existing pending change, you still need to select the Save As Pending option to reset the Scheduled Date.

6. Select the date and time the change should take affect from the scheduled date drop-down.

   • The default value is the current date and time.

Note that you can view the modified changes by selecting the corresponding change from the Alert List. Follow these steps:

• Select the Alerts button.
• Expand the Pending Changes hierarchy byselecting the plus sign(+).
• Double‐click the appropriate pending change to view the modified changes.
  
  

Deleting Pending Changes

Follow thesestepsto delete a pending change:

1. Select the Alerts button.
2. When a pending change exists for a record, the Alerts button is active prompting the user that there are pending changes on this record.

3. Expand the Pending Changes hierarchy by selecting the plus sign (+). Double‐click the pending change which you want to delete to open the associated Alert
   Detail dialog.

   
   

4. Click the Delete button.
   
   
   
   
5. Select Yes to confirm the deletion of the pending change. 
6. The associated Pending Changes record is deleted and the change will no longer take effect at the specified date and time.