Page 1 - How do I Use Action Types
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How do I Use Action Types?



               How do I Use Action Types?


               Overview

               Action types are essential to accessing data within Compass. The four action types are the
               following:  Add, Update/Display, Update/Display All, and Correction.


               Action Types

               Add
                   •   You use Add to add new data into the system.

                   •   Imagine the Compass database as a file cabinet. The file cabinet is filled with information categorized by
                       folders. When you use the Add action type, you create a new folder such as File K0G001 below.

                   •   Susan Jones has just been hired by your company and has been assigned Employee ID K0G001. This ID
                       differentiates Susan Jones from Arnold Jones, who is also employed within the company.

               Update/Display
                   •   Update/Display is used when retrieving or updating data on non-effective-dated database tables. If the
                       table is effective-dated, you can use this action to view current and future rows; modify future rows only;
                       insert a new current row or future row.

                   •   Susan Jones has now been hired and assigned a Compass Employee ID. She has additional personal
                       information to be added to her records. To access her employee file, the action type of Update/Display is
                       used. As its name describes, the action Update/Display enables you to make updates to existing data or
                       to display current data.

               Update/Display All
                   •   When you view data using Update/Display All, you will view current, future, and history rows of data.
                       This is helpful when you want to view historical data.
                   •   Three years have gone by since Susan Jones was hired. In that time, she has changed jobs, moved twice,
                       and gotten married. You can use the action type Update/Display All to view previously entered data
                       (historical), in addition to current rows accessible using Update/Display.

               Correction
                   •   Emory has a very limited use of Correction mode. Please contact the Controller's Office for assistance if
                       you need a correction to historical data.
               Need Additional Help?


                            For additional help, please contact the Finance Support Center in one of two ways:

                             Online: https://eufinancesupportcenter.force.com/login?
                             Phone:  404-727-7000 Mondays| 9:00 am – noon; Tuesday – Friday| 9:00 am – noon and 1:00 pm – 3:00 pm







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               Emory Confidential and Proprietary     Last Revised on 4/13/2017          Return to Table of Contents
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