Decision Manager Toolbar

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The Toolbar is accessible from the Decision Manager work area.  To enable the toolbar buttons, select a product.

 

Toolbar

 

The Toolbar includes:

 

Bullet 5Bullet 3Bullet 4

Environment: Toggle the view of products in the Edit, Test, and Live environments.

Edit

Edit: Click to lock a product for editing.

Locked

Lock: Click to release the lock on the product.

New Product

New Product: Create a new loan product or copy from an existing one.

Save

Save: Save changes to a loan product in Edit mode.

Undo

Undo: Undo the last change or undo all unsaved changes.

Printer 3

Print: Print the current screen, all screens, or selected screens.

HomeIcon

Home: Return to the products home page.

Navigation Arrow Forward

Back: Go to the previous work area

Navigation Arrow Back

Next: Go to the next work area.

Redo

Jump to…: Navigate to any work area.

Check

Validate: Check the product configuration for completeness and possible issues.

Recycle Bin

Delete: Delete product from production.

Promote

Promote to Test/Live: Run validation and place the product in the Test or Live environment.

Toolbox

Utilities: Access the Audit Report and Product Sheet and Routing Report.

Help

Help: Access help in any of three formats - Help file (chm), web based (html), or printable (pdf).

 

 

Page url: https://decision.cudl.com/help/index.html?toolbar.htm