Table of Contents

Search

  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Viewing and Opening a Record in a Solr Environment

Viewing and Opening a Record in a Solr Environment

You can view the summary of record details in the
Search Results
panel in the
Search
page. To ensure that you open the record that you want, review the details for the record before you open it. You can open a record in the
Business Entity
view, the
Data
view, or the
Hierarchy
view.
  1. From the
    Search Results
    panel, select the record that you want to open.
    A description with the prefix [Pending] means that the record has pending changes that are not yet approved. You can open the record, but you cannot make further changes until the review and approval process ends.
  2. To verify that you have the correct record, expand the entry to display a few details about the record.
    The following image shows the expanded entry for John James Smith:
    In the Search Results panel, the row for John James Smith is expanded to show details, one per line.
  3. Open the record.
    • To open the record in the
      Business Entity
      view, click the record name.
    • Alternatively, click the
      Actions
      menu at the end of the row and select a record view.
      The record views that appear in the
      View
      list depend on the
      Data Director
      configuration and your user role privileges.
      The following table describes some of the views that might be available from the
      Actions
      menu:
      View
      Description
      Data
      View and edit the record, which is based on the subject area model, in the Data view.
      Business Entity
      View and edit the record, which is based on the business entity model, in context with other sources of information about the record.
      Hierarchy
      View a diagram of the relationships for the record.
  4. If prompted, specify the effective period that you want to investigate.
    The record opens.

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