Note: You can view, add, or edit a DSR only for sources and facilities for which your current user role provides access via source authority or vendor authority. For agency users, source authority is automatically granted to DSRs for sources that have a null value in the Source Management Level field.
The component opens on the General tab, which allows you to view or change the following information:
Click in a field and add, change, or delete information as needed. If you change or remove the value in the Source field, the system automatically removes the value in the Facility field.
To record a remark, first select the type of remark from the Type field, and then enter explanatory text in the Remark text box.
To prevent edits from being saved in an associated agency view until you are finished making changes, select Lock from the Actions menu on the component header. To continue editing the DSR, select Unlock from the Actions menu.
When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.
To add a new DSR, select Add New from the Actions menu on the component header. For more information, see Adding a Daily Source Report.
To copy the DSR to use as a basis for creating a new DSR, select Copy from the Actions menu on the component header. For more information, see Copying a Daily Source Report.
To generate a PDF file or printed copy of the DSR, select Daily Source Report from the Actions menu on the component header. For more information, see Daily Source Report.
To add additional information to the DSR, click the following tabs:
Materials |
Click this tab to record quantities of materials supplied, received and shipped for the DSR (see Recording Materials on a DSR). |
Inspections |
Click this tab to record inspection results for the DSR (see Recording Inspections on a DSR). |
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