SAMS - Transaction Overview


Description

This course covers the function of the Transaction Catalog, introduces basic components of SAMS transactions, and common Transaction layouts.

Related Job Aids

Refer to the documents listed below for additional information:

  • TRN GS-101 Navigation Overview
  • TRN GS-102 Pages Overview
  • TRN GS-104 Common Transaction Actions
Content
  • Topics
  • Things to Know Before You Start
  • 1. Transaction Catalog
  • Search from DOCATLG Page
  • Search from a Transaction Page
  • Create a Transaction
  • Reviewing Transaction Catalog
  • 2. Introduction to Transaction Pages
  • Page Title Bar: Transaction Identification and Transaction Phases
  • Page Title Bar: Smart Menu and Transaction Versions
  • Page Title Bar: Transaction Functions and Transaction Status
  • Reviewing Introduction to Transaction Pages
  • 3. Transaction Components
  • Tabs and Grid Navigation
  • Row-level actions and Expand/Collapse a Record
  • Grid Navigation and Calendar Selection
  •  Drop-downs and Pick lists
  • Working with Columns
  • Sort and Multi-sort
  • Advanced Grid, Advanced Grid Column Menu, Tabs & Restore the Grid
  • Favorites, Access Keys and Wildcards
  • Export to CSV
  • Reviewing Advanced Grid, Advanced Grid Column Menu, Tabs & Restore the Grid
Completion rules
  • All units must be completed