Adding a Record to a Review File from the Record Editor

Adding a record to a review file from the record editor is available in Sierra 6.3 and later.

To add a record to a review file from the record editor, you must be assigned permission 018 (Create lists). See Permissions Used by Sierra for more information.

You can add a record to a review file while viewing or editing it in Sierra's record editor. This workflow allows you to quickly add the record to a review file without leaving the function you're currently in. This feature works in any function where you can access the record editor.

To add a record to a review file:

  1. Open the record in the record editor. You can be in either edit mode or view mode.
  2. Select Tools | Add to Review File.

Sierra opens the Choose a Review File dialog, which contains a list of review files. Sierra displays a review file in the list if it meets all the criteria below. The review file must:

  • Contain the same record type as the one you are trying to add.
  • Have capacity (that is, it hasn't reached the maximum number of records allocated to it).
  • Have a status of "complete".
  • Be accessible to you (that is, it's not owned by another user).

If there are no valid review files, Sierra displays an error message.

  1. Select a review file from the list.
  2. Click Add. Sierra does one of the following:
    • If successful, the dialog closes. Sierra does not display a confirmation message.
    • If unsuccessful, Sierra displays an error message.

Possible Error Messages

This section describes possible error messages you might encounter when trying to add a record to a review file.

Failed to add record
Sierra could not add the record to your selected review file. Click OK to close the dialog, and try adding the record again. If the problem persists, contact Innovative.
No valid review file exists.
There are no review files containing the same record type as the one you are trying to add. Click OK to close the dialog and return to the record editor.
Record is already in a review file.
The record you are trying to add is already in the review file you selected. Click OK to close the dialog and return to the record editor.
You must save your record before adding it to a review file.
This message appears for newly-created records that don't yet have a record number assigned to them. Click OK to close the dialog, save your record, and then try again.