Forms

There are many forms inside the system. They are used to view, add and edit information.

You can access a form in several ways

• Main Menu Bar selections
• Customer Master forms by selecting a tab
• Site Master forms by selecting a tab
• Help Menu Searches
• Short cut menu options where you have customized the Main Menu Bar to add a short cut to bring up a specific form that you use most frequently.

As an example let’s look at the note form. This form features the assignment of a date, code and clerk code to each note along with text and or the name of an image file (bmp, jpg, etc). Notes are kept at both the customer and site level.

The customer and site master forms have a note tab that gives you a full list of all the notes entered for that specific customer or site. From the list, you can right click and get a list of possible actions you can do with notes.

• View an existing note
• Edit an existing note
• Add a new note
• Print notes
• Email a note

Once you choose an action, either the note or report form for notes is displayed. All forms work the same way.

There are many forms that have two tabs:

Search Tab

The Search tab allows you to select a set of entries. Each search tab has a

1. Search control, an area on the form that allows you to select specific entries that you want to manage, such as a group of work orders for a certain date, or a list of sites with service dates in a specific date range.
2. List of matching records which are placed in a Grid. You can take an action against any of the entries by either double clicking to edit the entry, or right clicking to bring up the action menu that gives you additional actions to choose from.

Once you have selected an entry, i.e., by doing a double click or right click and selecting either view, edit or add, the form automatically switches to the Edit tab with the entry displayed.

Edit Tab

The Edit Tab allows you to view, edit or add entries. On the bottom of the edit tab is a series of control buttons.

• Arrow Keys that allow you to move back and forth throught the list of entries that were on the grid (matching your search selection).
• Add a new entry
• Edit an exiting entry
• Delete the current entry being displayed
• Save changes to the current entry after being added, or edited
• Undo the previous action selected
• Done with this form

See Also

Form Features
Command Buttons
Report Forms
Search Forms