Data Director User Guide

10.3

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Investigating a Record

In the

Data

tab, you can change your view of the record. You can view the history of a record, its cross-reference records, its possible merge candidates, and a diagram of related records.

Open the record in the

Data

view.

If prompted, specify the effective period that you want to investigate.

Based on your investigation path, select one of the following views:

To view and edit the record, click the

Data

icon. The

Data

view opens.

To view pending changes, click the

XREF

icon. The

XREF

view opens.

To view a history of changes to the record, click the

History

icon. The

History

view opens.

To compare the record with potentially duplicate record, click the

Matches

icon. The

Match Merge Comparison

view opens.

To view a diagram of the relationships within and between records, click the

Open Hierarchy

button. The

Hierarchy

view opens.

To view and edit the record in context with other sources of information about the record, click the

Entity View

button. An entity tab opens. The tab displays the name of the record.

Working with Records in the Data Tab

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Table of Contents

Data Director User Guide

Data Director User Guide

Investigating a Record

Investigating a Record