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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.
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| 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.
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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.
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| 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.
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Across the bottom of most screens are a list of common buttons.
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| This area of the screen can also contain non-standard buttons. Non-standard buttons are discussed on the individual screen topics. |
The following buttons are located on the bottom left side of the main window.
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The Jump To button is used to open a different, but related, screen.
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| On the Work Flow Overview screen, clicking the Pre-Administration jump to button will open the Pre-Administration Overview screen. Likewise, clicking the Administration jump to button will open the Administration Overview screen. |
The Jump To button, , located to the right of a group heading label is only available in View mode.
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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.
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| New Client Wizard |