General Steps for Submitting an Action Request

The steps that follow describe the process of submitting an action request to the AR System using the User Tool. (To review or modify information in an AR once it is submitted, you must use the Query window, as described in
Reviewing and Modifying Action Requests.)

Submitting an action request

Open a Submit window by selecting Open Submit from the File menu. (You can also open a Submit window by selecting the Open Submit tool bar icon or by typing Ctrl+S). The Select Schema -- Submit dialog box appears (click here for an example).

Note: Select Preferences from the File menu in the User Tool Main window to control aspects of Submit window behavior. For more information about Submit window preferences, see the procedure for setting submit window preferences.

Select the schema you want to work with by selecting the schema name and then selecting the OK button or Return/Enter key, or by double-clicking on the schema name. By default, the last schema used is selected when the Select Schema -- Submit dialog box appears.

Like other Windows applications, you can use the up and down arrow keys and the Page Up and Page Down keys to display different portions of the Schema Name list. A Submit window appears.

Select and fill in fields as appropriate to describe the problem or request. For details, see Filling in Fields.

Select Apply from the Actions menu (or select the Apply tool bar icon or type Ctrl+A) to submit the completed AR.

The system checks to ensure that all required information has been entered and all values are valid. If any required information is missing or an error is found, an error message appears in a dialog box and the AR is not submitted. Make the necessary corrections and resubmit the AR.

If there are no errors, the AR is added to the database. If the Confirm After Successful Submit confirm preference is selected, a confirmation message appears in the status bar even if the Confirm After Successful Submit confrim preference is not selected. If there are warnings or notes from the server about the submitted AR, they appear in a message dialog box. For more information about preferences, see Getting Started with the User Tool.

Note: If a schema is larger than the window, use the scroll bars to view the undisplayed portions or resize the window.

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