Soft Edit

Access the components necessary to set up Soft Editing by using Millennium Explorer, Tools>System Upkeep>User Security. Use Group Maintenance to create a Soft Edit Database user group and use User Maintenance to assign individual Millennium users to the Soft Edit group.

Soft Edit is an add-on component of the Advanced Data Examiner. This feature allows data inserts, edits, and deletions to be reviewed before the changes are made permanent in Millennium. Soft Edit users insert rows, delete rows, and/or make their edits in the Millennium display area directly. These changes will display to the Soft Edit user as they normally do in Millennium, but the changes themselves will actually be saved to the relevant Millennium pending table for review.

By using the Advanced Data Examiner, Millennium users who have been granted rights to the Data Examiner Tables and who are not Soft Edit users (in other words, they are users with INSERT, UPDATE and DELETE rights to the <tablename> _full view), will review these data changes and either accept them as is, make further edits, or discard the changes altogether. Only when these insertions, edits and/or deletions are accepted through the Advanced Data Examiner are the new rows inserted directly into the relevant Millennium data table, existing rows deleted from the relevant Millennium data table, or edits applied to the existing Millennium rows.

Soft Edit status can be assigned to one or more of the following biographical data tables:

Basic Data

Name

Address

Attribute

Relation

Employment

Education

Comments

Phone

Internet Address

Custom Bio

Soft Edit status can be assigned to one or more of the following Tracking data tables:

Tracking

Demographic

Financial

Media

Ratings

Research Source

Custom Prospect

Users are designated Soft Edit Users via Millennium Group Maintenance and User Maintenance, from within User Security. Sites that are licensed to use the Soft Edit module will have the following views added to the viewlist system table, making them available for use when assigning table views to an Millennium User Group.

address_pending

attribute_pending

comments_pending

corebio_pending

custombio_pending

customprospect_pending

demogrph_pending

donor_pending

finance_pending

internetaddress_pending

jobs_pending

media_pending

name_pending

phone_pending

rating_pending

relation_pending

research_source_pending

Soft Edit Set Up

1. Log in to Millennium as a system administrator and navigate to Group Maintenance.
2. In the display area, point to Group Maintenance and select Insert.
3. Set up the Database group as desired, except for views. (Refer to the topic, Group Maintenance, for detailed step-by-step instructions to create a Database Group).

4. Assign the views for each data table and for each task for which you want to grant Soft Edit status as follows:

   Change Select to the <tablename> _full view

   Change Update to the <tablename> _pending view

   Change Delete to the r<tablename> _pending view

   Change Insert to the <tablename> _pending view

5. Assign your Soft Edit users to the Soft Edit Database Group via User Security, User Maintenance.

Example 1 Give a database user group Soft Edit status, for all tasks, to the address table.

set Select to address_full

set Insert to address_pending

set Delete to address_pending

set Update to address_pending

Example 2 Allow members of a database user group to insert and update address rows directly into Millennium, but do not allow members of the user group to permanently delete records until they are reviewed by a system administrator:

set Select to address_full

set Insert to address_full

set Delete to address_pending

set Update to address_full.