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A list screen displays a list of items. Each list item contains data, which is entered into the application through a dialog. The list displays important information that helps with item selection. For a more detailed view of the information presented, a dialog can be opened either in View mode or Edit mode. Two sets of buttons are displayed below a list. The buttons to the left side control the screen, whilst the buttons to the right control a selected item. When one of the right-hand buttons is clicked for adding, editing or deleting an item, the screen automatically changes to Edit mode.

Dialogs

A dialog is a small window that is displayed when a main screen button or a popup button is clicked. A dialog contains further information about a particular screen or field.

This user guide contains a list of all dialogs, in alphabetical order, in the system.

View Mode vs Edit Mode

Two screen modes are available: 

• View Mode

• Edit Mode

View Mode

By default, any selected screen will be displayed in View mode. View mode allows users to view information for a screen, list, or dialog, but does not permit any changes to be made. When a screen or dialog is opened in View mode, all data fields are coloured yellow. All menus are enabled when the screen is in View mode, allowing users to quickly navigate to other screens.

Note: Some editing commands such as the spell-check are disabled when a screen is in View mode.

Edit Mode

Allowed fields on a screen can be edited. A screen can be changed to Edit mode by clicking the Edit button. Although data can be modified in Edit mode, some fields may still be locked. The information contained in locked fields cannot be modified for security reasons, or because the system automatically updates or calculates the data. When a screen or dialog is opened in Edit mode, the fields that can be modified are coloured white. The Edit menu is enabled when the screen is in Edit mode. All other menus are disabled until the OK or Cancel button is clicked.

Wizards

A software wizard assists in performing a series of related steps or tasks. This is usually presented as a series of dialog boxes that perform a task in a specific sequence.

Example: New Client Wizard

Screen And Popup Buttons

The main window contains a number of buttons that allows users to edit information or open different areas of the system.

Major Screen Buttons

The major screen buttons appear at the bottom of the Main Window. The initial main function is to be able to edit a particular screen. Once in edit mode, users can then view more information, add new data, edit details, or delete data that is no longer relevant.

For more information, see the topic Main Screen Buttons.

Popup Buttons

Within a particular screen, on the fields where data can be entered, a number of popup buttons can be clicked to perform a variety of tasks from communicating with a client and jumping to a related screen to copying previous data and making an appointment.

Dialog Toolbar Buttons

Some dialogs contain toolbar icons that are distinct from the main toolbar icons. Some icons are similar, such as the spelling checker, cut, paste, copy, view, new, edit, delete, and set primary icons whilst others are unique, such as apply filter, move items (up or down), increase/decrease row heights, or setting preference defaults.