Changes for page Inputing Data Basics

Last modified by dmarder on 2015/06/29 15:31
From version Icon 23.1 Icon
edited by karimpirani
on 2015/02/20 00:23
Change comment: There is no comment for this version
To version Icon 21.1 Icon
edited by karimpirani
on 2015/02/16 16:57
Change comment: There is no comment for this version

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1 -====== __HOME SCREEN AND TOOLBAR__ ======
1 +__1. HOME SCREEN AND TOOLBAR__
2 2  
3 3  Once you have logged into the system, select the "Data Entry" box from the complete dashboard of available options to begin the data input process.
4 4  
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20 20  
21 21  (((
22 22  
23 +(% style="line-height: 19.6000003814697px;" %)__2. CLIENTS LIST AND ORGANIZATION__
23 23  )))
24 24  
25 25  (((
26 -===== (% style="line-height: 19.6000003814697px;" %)__CLIENTS LIST AND ORGANIZATION__(%%) =====
27 -)))
28 -
29 -(((
30 30  (% style="line-height: 19.6000003814697px;" %)Next, we examine the data to be found in the main box entitled "Clients List." As its title suggests, this box allows you to view a list of all clients in the system sorted primarily by 3 categories: their unique identifier, their name, and their date of birth.
31 31  
32 32  [[image:sort.png]]
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43 43  
44 44  Once you have added the desired clients to the workload, you can view the workload by utilizing the drop-down menu as described above and shown below.
45 45  
46 -[[image:clients workload dropdown.png||width="35%"]]
43 +[[image:clients workload dropdown.png||width="75%"]]
47 47  
48 48  
49 49  After navigating through that, you will see a page like the one below, with all selected clients in the workload. You can run filters to extract clients (see Part 3 below). Also, you can delete clients from the workload by selecting them—by checking the box next to their identifier—and pressing the red "Remove from Workload" button on the bottom right of the screen.
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57 57  
58 58  
59 59  
60 -====== __FILTERING__ ======
57 +__3. FILTERING__
61 61  
62 62  The last major element of the home screen that will assist you is the filter function, which you can utilize by pressing the blue "Show Filter" button to the top right of the screen.
63 63