UNA-Creating and Managing Work Sheets

Work Sheets are a spreadsheet based on a selected Register, with criteria applied. They are created in the Work Book screen.

Opening the Work Book Screen

1. From the Home page, select Administration
   
   
   

Applying Criteria

• Criteria can be applied to a Work Sheet in the form of Selection and/or Sorting.
  Note: Grouping, though it appears as an option, is currently unavailable. It can be selected for future use, but will not be applied.

Selection Criteria

• This determines which records (jobs) are displayed in the Register by applying field requirements

Applying Selection Criteria to a Work Sheet

1. From the Work Sheet list, select a work sheet to which the criteria will be applied.
2. With the Sheet selected, from the Manage toolbar group, click Selection. The Select Criteria Selection dialog will be displayed.
3. Enter the details.
4. Click Save. The dialog will close and sorting will be applied to the selected work sheet.

Applying Sorting

This will determine the order of the list when using the Register.

1. From the Work Sheet list, select a work sheet to which sorting will be applied. 
2. With the Sort Panel selected, from the Manage toolbar group, click New. The Sort dialog will be displayed.
3. Enter the details
4. Click Save. The Dialog will close and sorting will be applied to the selected work sheet.

Adding a Work Sheet

From the Work Book list, select a work book to which a new work sheet will be added.

1. With the Work Sheet list selected, from the Manage toolbar group, click New. The Work Sheet dialog will be displayed.
2. Enter the details
3. Click Save. The dialog will close and a new work sheet will be added.