Getting To Know The Basics

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Menu

The menu allows you to easily navigate through the system. This menu can be collapsed or expanded by selecting the "Stacked burger" icon.

Help

Each page contains a "Page Help" section to explain the elements of the page. Select "Page Help" in the top right corner of each specific page, to open the help section of that page.

Search

Search.PNG

The search panel allows you to search for records based on search criteria specified. The search panel is only available once the grid has loaded successfully. The advanced search allows you to search based on more advanced criteria. The filter row allows you to search based on criteria for a specific column. This search will only be compared to columns displayed.

Column Selector

This allows you to select which columns should be visible on this screen. Simply select “Column Selector” and drag and drop column headers. Items in the columns selector will not be displayed until they've been added to your header row (This is the grey row at the top). To remove a column select the column header that's displayed and drag it to the “Column Selector” box (The "Column Selector" box must be visible). Drop it there until you decide to display it again.

Column Order

The order of the columns can be changed by selecting the column header and moving it to your preferred position. Be sure to drop it in the header row (This is the grey row at the top).

Sorting Your Records

You can change the sort order by selecting the header by which you would like to sort. Click once to sort record ascending and again to sort descending. Select SHIFT and another header should you wish to sort by a second/third row. This can be reversed by right-clicking on any column header and selecting “Clear sorting”.

Column Grouping

To group by a column/s simply right click the header row and select "Group By This Column". You can group by multiple columns. To undo the grouping right click on the header row, select "Group Panel" and drag the column headers displayed above the header row back into the header row or the column selector.

Default Display

Should you wish to return to the default display you can simply clear your cache in your browser settings.

Actions

This option allows you to perform any of the displayed actions. If an action is not visible it means the option is not available for this screen.

Export Selected

This option will export all selected records. You can select multiple records, between pages, to be exported. Be sure the columns you wish to include in your export is displayed.

Export All

This option will export all records, selected or not. Be sure the columns you wish to include in your export is displayed.

Delete Selected

This option will delete all selected records. You can select multiple records, between pages, to be deleted. Only records that are not in use elsewhere can be deleted. It is important to note that records selected on another page are still selected and will also be deleted.

Records per Page

This option allows you to select the total records to be displayed per page.

Page x of y

If the page contains more than one page, you can select the page number to which you wish to navigate.

Selecting Multiple Records

Select the tick box of each record you wish to perform an action on or select the top tick box to select all records on this page. This does not select all records across all pages.