Updating Analysis Views

If you want to change dimensions in posted documents in TRASER DMS 365, you also have to update the analysis views. This page provides information regarding the updating of analysis views. This chapter is divided into the following sections:

• Creating and Defining Analysis View Card
• Updating Analysis View
• Updating Analysis View when Posting Documents
• Updating Analysis View Manually

Creating and Defining Analysis View Card

• Use the quick search (ALT+Q) to find the page Analysis Views.
• To set up a new card, click on New in the menu bar.
• Fill in the desired information on the analysis view card:
• As soon as you have filled in the required fields, the analysis view is complete and displayed in the summary table.

The next section describes how to update the analysis view.

Updating Analysis View

To update an analysis view, you have the option of either allowing this to be carried out automatically for each posting or starting the process once if it is done manually.

Updating Analysis View when Posting Documents

Proceed as follows to set up the automatic update of the analysis view when posting documents:

• Use the quick search (ALT+Q) to find the page Analysis Views.
• Open an analysis view card.
• Select the action Enable Update on Posting from the menu bar.
• In the General FastTab, the field Update on Posting is activated.

From now on, the analysis view will be updated whenever a dimension of a posted document has been changed that fits one or more of the criteria in the analysis view card. The option will be active until you select Disable Update on Posting from the menu bar. The next section describes how to update the analysis view manually.

Updating Analysis View Manually

Proceed as follows to update the analysis view manually:

• Use the quick search (ALT+Q) to find the page Analysis Views.
• Open an analysis view card.
• Select the action Update from the menu bar.
• The analysis view is updated.