TRAX MANUALS > Orders > Orders Module > Orders, Update Menu > Transfer Order > Transfer Order Header, Information Tab

Transfer Order Header, Information Tab

The Information tab provides the user with information regarding the Order, specifically, who created it, who has modified it (if applicable), and who has access to the Order.

The following information/options are available in this window:
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Created By

The user who created the record.

Created Date

The date the record was created.

Modified By

The user who last modified the record.

Modified Date

The date the record was last modified.

NO Of Prints

The number of times the count was performed.

Access Control

The user who has access to the order.

Access All checkbox

Select this checkbox to give access to all users to the order.

In Use checkbox

This checkbox indicates that the Order is currently 'In Use.' When it is marked as 'In Use,' the Unlock button is available. If the user attempts to issue an order that is in use, an information box will appear indicating the user of such. This checkbox is informational only.

Note: If a record is In Use by another user, but needs to be accessed, select the Unlock button to open it and update the record, as needed. This can also be utilized in the event that the Transfer Order has been locked in error. For more information, refer to the Unlock Button.

This button is security controlled via Security Explorer/ Orders/ Update/ Transfer Order Supervisor/ Transfer Order Unlock. For additional information, refer to the Security Explorer via the System Administration Training Manual.

Unlock button

This button allows users to access and update an Order in the event that the record has been locked in error. This button is only available for Orders that are currently In User or locked by error. Further, when an Order is in use, the user who is utilizing the record will be listed in the In Use By field. If one user attempts to receive an order record in the Order window that is currently being received by another user, a warning will prevent the second user from working with the same order.

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