Before You Begin
To get started, ensure you have your username and password ready. Once logged in, you will land on the welcome screen.
Access the Star User Section
Navigate to the main menu and click on "HR & Administration".
Go to "Master" and select "Star User".
This will open the Star User page, specifically designed to help users search, edit and filter Star User records, enhancing users ability to find accurate results efficiently.
Search for Star User
Step 1: Understanding the Search Fields
The Star User Search Screen allows users to generate detailed reports by applying filters across various parameters. Below is a description of each field:
Effective Date: This date picker field allows users to specify the start date for the range of Star User they want to search for. It filters the results to only include Star User created or issued after this date. This is mandatory field
Expiry Date:This date picker field allows users to specify the end date for the range of Star User they want to search for. It filters the results to only include Star User created or issued before this date.
Description: The "Description" field enables users to provide a concise textual overview of the entity being recorded.
By using these filters effectively, users can efficiently find and manage star user records, helping streamline the process of reviewing Star User.
Step 2: Start Searching
Once all necessary inputs are provided, click on Search to generate the report.
Clicking on Search will fetch the Star User records based on the selected filters, enabling users to quickly narrow down data according to their needs.
Clear Functionality: Select Clear will reset all the applied filters to their default values, ensuring a clean slate for a new search.
These features enable users to effortlessly customize the Star User module to meet their specific requirements, enhancing both functionality and user experience.
Step 3: Understanding Search Results Table
View/Edit: This column allows users to view or edit a specific Star User record. If users need to make any changes or review the details of a Star User they can click on this option.
Description: Displays the description entered by the user in the edit screen
Effective Date: This column shows the date when the star user was created or issued. It allows users to identify when the Payment was processed, which is useful for reviewing historical records.
Expiry Date: If no expiry date is entered, the system automatically assigns the next Star User’s effective date as the expiry date.
FileName : Shows the name of the file uploaded by the user in the edit screen
Add Star User
On the Star User Search page, there is an "Add Star user" button located on the top-right corner of the screen. Clicking on this button opens a new screen designed specifically for creating a new Star User.
Step 1:Understanding the fields on the "Create Star User" Screen:
Description:The "Description" field enables users to provide a concise textual overview of the entity being recorded
Effective Date:A required date picker field for selecting the start date associated with the Star User.
Expiry Date: An optional date picker field for selecting the end date associated with the Star User
Browse: Click the “Browse” button, to upload a file of the standard added. It is mandatory.The name of the chosen file is displayed
Submit : Once filled all the field data click submit button to save this record in the table
Clear: Select Clear will reset all the applied filters to their default values, ensuring a clean slate for a new search
Cancel: If you change your mind and don't want to add a star user, click "Cancel." This takes you back to the star user Search page.
Edit Star User Step By Step:
Step 1: Click 'View/Edit' in the search results table. This will navigate you to the 'Edit Star User' screen, where you can modify the existing details
Step 2: Start Editing
On the Star User Search, you can edit Star User:
On the Edit star user page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
Change things like the Star User description, Effective Date, Expiry Date, and File.
Once all modifications are complete, click "Submit" to save the changes.
Step 2: Understanding Field Validations
when the Expiry date saved is Null its take default date in next start star user Effective Date. Should not allow the same effective Date
Once an effective date is entered, the system does not allow a new Star User entry with the same date..
The Submit button remains disabled until all mandatory fields are filled
THANK YOU.....
That's It! You’ve successfully learned how to Search and Add Star User based on multiple filters using the DMeX app.
For further assistance, please contact the Support Team