Command Buttons

Command buttons are the buttons on forms that you can click to  give a command to the TAC system..   When enabled, they have a dark lettering, when disabled they have a light letting. If a command button is disabled, it is because the TAC system does not have enough information to complete the command.

Command buttons fall into two categories.

1. Buttons that are for a specific form.  These include buttons for activities such as posting an invoice or recommending a route.

2. Buttons located at the bottom of most forms.  These include buttons to move backwards and forwards through records, and those used add, edit and delete, and close the form.

A form will display a certain item used in the system.  These items, usually called records, include such things as sites, notes, work orders, site equipment, etc.  

Steps to Add a Record

1.        Click on the Add New button at the bottom of the window.

A new record is displayed in the form.  The text fields will be yellow, indicating that they can be changed.

2.        Fill in information, using the tab key to move to each new text box.

3.        Click the Save button to save the information.

4.        Click the Done button to close the window.   

Steps to Edit a Record

1.        Click on the Edit button at the bottom of the window.

The record display will re-display, showing all text boxes in yellow, indicating that they can be changed.

2.        Change any of the text boxes, as needed.

3.        Click the Save button to save the information.

4.        Click the Done button to close the window.   

Undo

Note: If you change your mind while making changes in the yellow text boxes, click the Undo button to go back to the un-edited record.

Steps to Delete a Record

1.        Click on the Delete button at the bottom of the window.

A popup window will come up asking "Are you sure?"

2.        Click the OK button on the popup to delete the record.

The popup window will close and the  window will display the next record in the database.

Exiting the form

1. Click the Save button to save the information.

2. Click the Done button to close the window.

Paging Through Records

At the bottom left of the Site Notes window, there are four buttons:

These buttons are used to more forward and backward in the Site Notes Database.