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Process
This job aid describes the layout and key functions of the main components on any CORE transaction page. Knowing these components is essential for efficiently navigating, reviewing, and processing transactions in the system.
Transaction Page Layout Components
A CORE transaction page is composed of three main areas: the Title Bar, Informational Tabs, and the Sections & Details area.
The Title Bar appears at the top of every transaction page and provides access to key controls and essential information related to the transaction.
A. Page Description: Displays the title of the transaction along with summary information. This includes the Department, Unit, Transaction ID, and the Transaction Version number.
B. Bookmark: The star icon that, when clicked, saves the transaction to the user’s personal bookmarks.
C. Transaction Phase: Shows the current stage of the transaction in its lifecycle: Draft, Pending, Final, or Historical Final.
D. More Information: Opens a drop-down menu showing the Transaction Function (New, Modification, Cancellation) and the Transaction Status (Held, Ready, Rejected, Submitted).
E. 9-Dot Grid/Smart Menu: A dropdown menu that provides access to transaction-related information not captured in the main tabs.
Attachments: Opens the Attachments Summary window. This view organizes attachments by tab and includes a history of uploaded documents. See CORE Attachments for more information.
Additional Transaction Information: Opens a dedicated page to view any extra data tied to the transaction that doesn’t appear in a standard field.
Comments: Opens the Transaction Comment page, where users can review existing comments and add new ones for tracking or clarification purposes. See Adding Transaction Comments for more information.
Collaboration: State users do not utilize this feature, as anyone can see a draft transaction and review it at any time to collaborate with peers before submitting for workflow approval.
Digital Signatures: This isn't a valid feature for the state, because we do not have PDF versions of all the transactions we use.
F. Page Level Actions: Page-level actions allow you to manage the overall transaction as you enter or update information. The available actions include:
Validate: Checks the transaction for missing or incorrect information. You must successfully validate a transaction before it can be submitted. If there are errors, the system will display messages to guide you in resolving them.
Tip: Use “Validate” early and often as you complete each section of a transaction. It helps you catch errors before you’re ready to submit.Submit: Sends the transaction into the workflow for approval or processing.
Save: Saves your progress without closing the transaction page. Use this option if you plan to continue editing.
Save & Close: Saves your changes and exits the transaction page, returning you to the previous screen.
G. Page Level 3-Dot Menu: Clicking the page-level 3-dot menu reveals a drop-down list of additional options. Within the drop-down list, there are three columns/categories (Primary Actions, Other Actions, and Research) with clickable options under each. The availability of these options depends on the transaction type and user security permissions.
Primary Actions: These are key actions related to managing the transaction.
Other Actions: These actions offer additional tools and functions beyond the core transaction flow.
Research: This category includes links to inquiry or reference pages that provide more context about the transaction or related records. These links help review historical data or validate related information outside the current transaction.
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