Changes for page Inputing Data Basics

Last modified by dmarder on 2015/06/29 15:31
From version Icon 9.1 Icon
edited by karimpirani
on 2015/02/16 16:09
Change comment: There is no comment for this version
To version Icon 14.1 Icon
edited by karimpirani
on 2015/02/16 16:29
Change comment: Upload new image add to workload.png

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1 -__Home Screen and Toolbar__
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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19 19  * NOTE: your name (Last,First) will also appear in the toolbar
20 20  
21 21  (((
22 -(% style="line-height: 19.6000003814697px;" %)Next, we examine the data to be found in the main box entitled "Clients List":(%%)As the 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.
22 +(% style="line-height: 19.6000003814697px;" %)__CLIENTS LIST__
23 +)))
23 23  
25 +(((
26 +(% 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.
27 +
24 24  [[image:sort.png]]
25 25  
26 26  Using the toolbar pictured above, which appears on top of the three columns of data, you can choose to arrange the information in a manner that best serves your need.
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67 67  * 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.
68 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 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.
74 +* 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 conform to those criteria.
71 71  )))
72 72  )))
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