Revised: 05/15/2012
At the top of the each module is the main menu ribbon which contains some or all of the following menu options:
System - Displays version 16 modules that are available to users. Opening a module from the System menu will allow the user to open the module without logging in as it will use the users current log in information. Company Information and Exit are also available from the System menu.
Home - the Start Page, Customer Portal and Exit are available.
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When a menu option is clicked, program files or menus will be displayed on the Main Program Toolbar. Click a displayed program to open it.
Below the Main Program Toolbar is a Toolbar which contains functions such as save and delete. The following functions are available:
Find First
With the cursor in an indexed or prompt field, click the Find First icon to find the first record. This function is not available in all fields.
Previous
With the cursor in an indexed or prompt field, click this icon to find the previous record in the file. This function is not available in all fields.
Find
With the cursor in a blank indexed or prompt field, click the find icon to bring up the first record. If all or part of the information for a field is entered and the find icon clicked, the program will bring up the closest match to the entered information. This function is not available in all fields.
Next
With the cursor in an indexed or prompt field, click this icon to find the next record in the file. This function is not available in all fields.
Find Last
With the cursor in an indexed or prompt field, click this icon to find the last record in the file. This function is not available in all fields.
Clear/Add
Clicking this icon will clear the screen and in some programs add or save a transaction. In some programs the Save or Apply function should be used to save the record before the screen is cleared. Users may be prompted to "Abandon Changes, Yes or No".
Clear All
Clicking the Clear All icon will clear the program record without saving. Users may be prompted to "Abandon Changes, Yes or No".
Save
This icon becomes active when a change is made to a record. Click the Save icon to save the change and clear the screen.
Apply
This icon becomes active when a change is made to a record. Click the Apply icon to save the changes without clearing the screen.
Delete
Click the Delete icon to delete a line or record.
Cut
Click the Cut icon to copy and clear highlighted information.
Copy
Click the Copy icon to copy highlighted information.
Paste
Click the Paste icon to paste or insert information that has been cut or copied.
Delete
Click the X delete icon to delete highlighted information.
Search for WO Number
In the Maintenance Management Module, entering a valid work order number without the year prefix, will cause the program to search for and open the work order in the appropriate program.
Company/Fund or Ledger
This icon displays the company, fund or ledger the user is currently working in. Clicking on the icon may display additional companies, funds or ledgers below the open one for selecting. Selecting another company, fund or ledger will close the current company and open the selected one.
Toolbars are also available in some opened programs to give quick access to additional programs or reports as well as printing options.
Some of the options/icons on the toolbars contain menus, offering access to more than one program.
Clicking the preview icon will bring the generated report up on the computer screen to view. From within the preview area the report can be printed by clicking the printer icon. For more preview information, click here.
Clicking on the print icon will send the report directly to a previously used/setup printer in the program. If a printer was not setup/used then the print dialog box will come up. Select a printer and click the print button.
Clicking on the Print with Setup icon will bring up a print dialog box. Select a printer and click the print button
Clicking the email icon will generate the report in .pdf format and attach it to an untitled email message dialog box.
Select who the message will be going to
Select who the message is to be copied to, if applicable
Enter a subject
Add a note if desired
Click Send to send the message with the report attached as a pdf file.
Clicking the export option will show a menu with export formats.
Select PDF as the export option
Browse to the folder the report is to be saved in
Add a File Name for the report
Click Save
Clicking the clear selections icon will remove any selected report options allowing other selections to be made. This function is not activated for all reports/programs.
When the report view has been linked to the help topic for the view, pressing this button will open the topic for the user to review. Pressing F1 will also open the report topic.
The button will not be displayed if the help topic has not been linked.