Changes for page Inputing Data Basics
Last modified by dmarder on 2015/06/29 15:31
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... ... @@ -1,3 +1,5 @@ 1 +__Home Screen and Toolbar__ 2 + 1 1 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. 2 2 3 3 Upon clicking the "Data Entry" module, a screen like the one below will appear. This is the data input home screen.(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %) ... ... @@ -26,6 +26,8 @@ 26 26 This can be done by clicking on the various categories to arrange the set by unique ID (from lowest to highest OR highest to lowest), name (alphabetically), or date of birth (oldest to youngest OR youngest to oldest). 27 27 28 28 31 +__FILTERING__ 32 + 29 29 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. 30 30 31 31 Once you press the button, a filter section like the one below will open: ... ... @@ -51,6 +51,7 @@ 51 51 52 52 [[image:ou and ru filter.png]] 53 53 58 + 54 54 Let's take a look at a sample filtering search. Here, assume we are only interested in clients whose last name is "Abbott". 55 55 56 56 Below, we would have pulled up the filter by pressing the blue "Show Filter" section, and then entered "Abbott" in the search box located to the right of "Last Name." ... ... @@ -59,9 +59,9 @@ 59 59 60 60 There are several key points here about the filter function: 61 61 62 - 63 63 * Once you enter any criteria into the filter, the previously blue "Show Filter" section will turn green and read "Hide Filter." If you want to minimize the filter, you can now press the green "Hide Filter" button to deflate the search terms. Note, however, that the button will still remain green, as this indicates that some filter is being applied. Thus, you can always check whether a filter is operating based on the color of the filter button. 64 -* To delete a previously entered filter or to filter according to different terms, just re-open the filter and change the desired terms. Then, press the blue filter button on the bottom 65 -* The clear button l 68 +* To delete a previously entered filter or to filter according to different terms, just re-open the filter and change the desired terms. Then, press the blue filter button on the bottom right to apply the filter to your data. 69 +* The clear button allows you to refresh all of the filters and go back to the default setting of having no filters applied. 70 +* Additional note about filter searches: for the identifier, first name, and last name search boxes, your entries do not need to be complete words or ID numbers. Rather, you can run a stem search with, for example, just the first three numbers in the ID ("012") or just the first three letters of a last name ("Abb") to yield all results that confine to those criteria. 66 66 ))) 67 67 )))