Screen Helpers

Most of the screens use some sort of standard Screen Helpers which add to your speed and convenience, either:

•	Panel controls and formats

•	Functional controls - buttons, icons and actions

Panel controls and formats:

•	Bottom Tabs - Office Manager and open Task screens

•	Upper Tabs and Sub-Tabs on maintenance screens. For example, see the Project Estimate Tab.

•	Generic tabs, which appear for all major entries:

►	Notes and Attachments

►	Tasks and Alerts

►	Record Logs

•

Pin Icons to click and turn a work panel into a tab. When you hover the mouse over a Pin Icon tab, all the values appear and you can select from them. When you click the Pin Icon again, this restores the work panel. (See the Main Work Screen, Task Panels and the Schedule Board, Manage Open Work Orders/Slots Tab.)

•	Open-Shut buttons (+, -) and (>> <<) expand or collapse panels on a screen or details within a group (Click the Plus button to see the details and the Minus button to show only the Group title, as in the example below:

•	Hide-Show arrows to toggle between open and closed panels, such as headers. Often, where these mark a panel boundary, you can also use the normal Windows border-sizing arrows to change the size of the panel.

•	In the example below, there is a hide-show arrow below the Work Order header, and another dividing the Problem Code details from the Check and Repair Lists. The first screen shows these un-clicked. The second screen shows what happens when you click each arrow:

Functional Controls:

•	Buttons appear at the bottom of work screens, with choices for the tasks there

•	The Actions button has a menu for all the actions allowed on the current work screen

•	When you select a detail record, in a DataView or on the Schedule Board, using right-click with the mouse allows actions similar to the Actions Menu

•	Windows™-style Drag-n-Drop is allowed on various screens, such as when working with Schedule Slots and the Schedule Board, Manage Open Work Orders/Slots Tab

•	Data Entry Icons

•	Ellipsis (...) and Open (O) Icons, used in various Field Select Boxes

•	Paging and Scrolling Icons

•	Keyboard Shortcuts

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