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EspañolInvestment Indicator
Overview
This feature keeps information regarding the Indicators of the investment.
A screenshot of the Investment Indicator feature is available here. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Investment Indicator from within the menu through this navigation path: Social Security Management ► Investment Management ► Investment Indicator
Visible Fields
The following table lists and describes all visible fields for the Investment Indicator, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Fields | Description |
|---|---|
| Id | Stores the unique identifier for the Investment Indicator. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Active | The status of the Investment Indicator record. |
| Language | Users are allowed to select the language to register the description. |
| Name | Allows users to add a name to the indicator. |
| Description | Allows users to add full description of the indicator. |
| Starting Date | Allows users to select the starting date of the indicator from a date picker. |
| Ending Date | Allows users to select the ending date of the indicator from a date picker. |
| Indicator Type | Allows users to select indicator type from the drop down list. |
| Workflow Status | It is a closed domain and allows users to select transition from dropdown list. |
| Investement Levels | Allows users to add related investment level records through the lookup functionality. |
| Accounting Parameters | Allows users to add related account parameters records through the lookup functionality. |
Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Investment Indicator.
| Button Image | Description |
|---|---|
 | The New button allows users to switch to insert mode. This action button allows users to manually create Investment Indicator. |
 | The Search button allows users to switch to search mode. |
 | Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
 | Once a record has been created or searched for, users can return to the results screen when necessary. |
 | The Calendar button allows users to select a calendar date, used for starting and ending date. |
 | The Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields. |
 | The Remove button allows users to remove the selected tab. |
 | The Select All button allows users to highlight all the filter criteria. |
 | The Unselect All button allows users to unselects all previously highlighted filter criteria. |
 | The Audit button allows users to view the audit history for the current record. |
 | The Save button allows user to save the information inputted. |