Note: This feature requires at least one of the following modules licensed at your site:
● Chemical Inventory
● Form R Regulatory Reporting
● Tier II Regulatory Reporting
A transaction collection is a saved subset of your site's history of transactions. Transactions can be placed in a collection for any reason: They are related to one another, you refer to them regularly, you need to perform a batch data operation on them (an operation that performs a single data change on all transactions in the collection), and so on. One way to add transactions to a collection is from transaction search results.
Because this procedure begins with transaction search results, use the Transaction Search Center to perform a search for transactions before you begin.
To add transaction search results to a collection:
Starting at the Transaction Search Results page (How do I get there?), do the following:
1. To add all transactions in the search results to a collection, click the Add all Transactions to a Collection icon in the lower right-hand corner of the window. To add only certain transactions in the search results to a collection, check the desired transactions (one-at-a-time or using the icons above the check box column) and click the Add selected Transactions to a Collection icon in the lower right-hand corner of the window.
2. A separate window will open. To add the transactions to an existing collection, select it in the Collection pick list. To add the transactions to a new collection, enter the New Collection Name and select the new Collection Access Level. (A Private collection will be visible only to you; a Site collection will be visible to anyone at the site.)
3. Click the Save/OK button.
