Who is this article for?

Users who use the system day-to-day.

No elevated access or permissions are required.

Throughout the system you will see icons that our self-help to will refer to by name. This article aims to list them all, with an image and short description of the expected behaviour when a specific icon is pressed.

1. Command Icons

1. Command Icons

Icon	Name	Description
	Abandon	Allows the Actionee to abandon the RFC.
	Actions	Displays all existing actions associated with a particular Request for Change.
	Add	Refreshes the screen ready for data entry. If you make a mistake entering data select the New icon again to refresh the screen. Entries to the previous record will not be saved.
	Approve	Approves the current record, updating the status to Approved.
	Calendar	Reveals the date selection dropdown.
	Delete	Deletes existing records from the system. Entries to new records cannot be deleted unless the record has been saved first.
	Edit	Engages the document drafting functionality.
	Escalation	Displays the associated Escalation Actions.
	Favourite	Favourites the selected record. Selecting the icon again will un-favourite the Issue.
	History	Displays further information attached to existing records. Not available for all records.
	Kick-Off Workflow	Issues the first action(s) in the workflow, providing that actionees have been set against each action.
	Link	Link the selected items to the record.
	Permissions	Allows Admins and Managers to set permissions against metadata sections.
	Print Summary	Produces a summary of the record detail presented in a report providing information on details, associated items, workflow, etc.
	Refer	Allows the Actionee to create a Referral Action for return or continuation.
	Repeat	Allows the Actionee to re-issue all, or a selection of the preceding completed Actions.
	Return	Displays the previous screen. Any changes made to a record will not be saved unless you have first used the Save icon.
	Save	Save newly created or amended records. Some records require mandatory input before they can be saved.
	Search	Submits the current search based on the filters applied.
	Send for Review	Kicks-off the Review Method. All actionees must have been defined for the review to start successfully
	Settings	Displays the extended properties for the Action and lets the Actionee view which Action variables they have permission to run.
	Undo	Reverts an existing record to their original state. With a new record the Undo icon refreshes the record and all input boxes are empty.
	Upload	Calls the upload for document screen.
	View Document	Reveals associated documents.