Maintaining a Source

In this Topic

Quick Links
Actions
Tasks
Views
Reports
Assigning a Vendor to a Source

The Source Summary contains detailed information about a material source.

To access the summary, go to the Source Overview and click the Source ID link for the source you want to view. The Source Summary contains the following tabs:

General	Access general information for the source. See On the General tab, below.
Addresses	Access address information for the source. See Maintaining Source Addresses.
Source Authority	Access source authority information for the source. See Maintaining Source-Level Source Authority.
Facilities	Access facility information for the source. See Maintaining Source Facility Information.
Material Categories	Access material category information for the source. See Maintaining Source Material Categories.
Materials	Access materials information for the source. See Working with Source Materials.
Supplied Materials	Access supplied materials information for the source. See Working with Supplied Materials.
Test Equipment	Access test equipment information for the source. See Viewing Test Equipment for a Source.
Mix Designs	Access mix design information for the source. See Viewing Mix Designs for a Source.

On the General tab:

You can view or change information in these fields:

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

Note: You must enter a unique value in the Source ID field. To change the name of a source, see Creating a New Version of a Source.

In the Remarks section, select the Type of remark and enter text in the Remarks field. Click the Mark for Deletion button to delete a remark. Click the Undo button to remove the mark for deletion.

Quick Links

Quick links are displayed in blue text below the Menu Bar and above the webpage title. These links allow you to quickly jump to application pages related to the current page.

Overview - See Maintaining Source Information.

The component Actions menu has the following functions:

Actions

Select Add New to create a new source. See Adding a Source.

Select Create New Facility to create a new facility. See Creating a New Facility.

Tasks

Select Create New Version to create a new version of a source.

Note: The system locks the value in the Source ID field, increments the value in the Sequence Number field by one, and stores information about the original version of the source in a record that cannot be modified. Add, change, or delete information for the new version of the source as needed.

Views

Select Attachments to manage attachments in a CUF review. See Working with Attachments.

Select Issues to manage tracked issues for a CUF review. See Maintaining Tracked Issue Information.

Select Links to manage links in a CUF review. See Working with Links.

If your agency has associated agency views, they will display in this section, alphabetically. Select an agency view to go to the Agency View Summary component. You can modify data in agency views with an Active association, and view data in Inactive agency views where data exists.

Reports

If the system includes reports for this component, they will display in this section, alphabetically. Select the report you want to run. See Working with Reports.

Assigning a Vendor to a Source

For non-agency users, agencies may choose to set up vendor authority instead of source authority. After setting up vendor records, you can assign vendors to related sources and users to give users the ability to access and change information about daily source reports and mix designs.

Follow these steps to assign a vendor to a source:

On the General tab, click in the Vendor field and select the vendor with authority for this source and its associated facilities.