The following topics detail some basic tasks and functions in Framework ECM.

Active And Inactive Items

Items are never physically removed from Framework ECM. When a list item is deleted, the status of the item changes from Active to Inactive. These items remain within Framework ECM to ensure that historical data is handled correctly. Additionally, an inactive list item may be quickly re-assigned to a list, where required, by changing the Inactive? status from Yes to No.

Refreshing Data

Any on-screen data can be refreshed to update the fields with the current information. Each time the data is refreshed, the most recent version of the information is displayed.

Data is automatically refreshed when moving between Edit mode and View mode or when a new screen is opened.

To Refresh the contents of the current screen;

From the toolbar, select

Press F5

To Refresh all data relating to the currently selected job.

Press Shift + F5

Resizing Dialogs

Some dialogs can be resized by dragging the borders or corners of a dialog. This functionality allows the dialog to be made smaller or larger to improve readability.

Resizing List Columns

Any list screen can have their column widths resized. This provides the ability to lengthen or shorten a list as required, enabling users to view more groups or more items as required.

To do this, hover the mouse between the columns and expand or contract.

Row Height Buttons

The row size in a list can be increased or decreased by clicking or in the toolbar.

Set Primary

The Set Primary function allows a list item to be set as the primary item in a list. Thebutton is located in the toolbar but may also be located in the toolbar area of a dialog.

Example

A job may contain two contacts, a husband and wife. One of these contacts can be set as the primary contact. In this instance, the primary contact would be the first person contacted for any communication.

Spelling Checker

The spelling checker is used to check any text entered into notes, descriptions, or comments fields. It is important that any entered text is checked to ensure that all documents are correctly spelt.

The spelling checker can only be used in Edit mode.

Using The Spelling Checker

Enter text into a notes, description, or comments field.
From the toolbar, click . When a possible spelling problem has been found, the Check Spelling dialog will be displayed.
If the word is a name and not known to the dictionary, click Ignore or Ignore All.
OR
If the word is a term or other word that should be in the dictionary, click Add.
OR
If the word has been misspelt, select the correctly spelt word from the list of suggestions then click Change.
Continue until all incorrect words have been corrected and/or updated. The Check Spelling dialog will automatically close when the spell check has been completed.

New View Edit Delete

This topic discusses the basic functions of viewing, creating, editing, and deleting.

Button	Icon	Description

Button	Icon	Description
		Click to create a new item.
		Click to view an item. Viewing an item will open a dialog in View mode. No changes can be made to a dialog in View mode.
		Click to edit an item. Editing an item will open a dialog in Edit mode. Modifications to the dialog can be made to the dialog Edit mode.
		Click to delete an item. Deleted items will become inactive.

Common Tasks