Workbench inherits as much standard Windows Mouse and Keyboard functionality as is practical, as well as implementing some of its own intrinsic functions. While familiarity with other Applications developed around the Windows "standards" is an advantage, this manual attempts to not assume that the User has this experience. The following section, therefore, describes some of the functionality which has been incorporated in Workbench in an effort to ensure ease of operation, while enhancing the intuitive nature of the software.
Buttons – What They Do
- Display: Displays the chosen information.
- Close Form: Exits the data entry screen and returns to the Menu from which it
was activated.
- New Record: Used on a number of data entry options, this button blanks all fields
and readies the system to accept a new record (eg Job, Client or Supplier).
- Save Record: Having completed the entry of a new record, or alterations to an existing
one, click on this button to save your changes.
- Undo Record: To undo any changes made to a record, this button should be "pressed" before saving the changes. If the Save button has been pressed, the changes will have to be undone manually.
- Delete Record: Use this function with caution; consult with your System Administrator. Incorrect deletion of records can have a profound effect of future access to data remaining.
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- Find Record: This button can be used as an option to the <F4> key.
- Print Report: Sends the print requested to your default printer.
- Preview Report: For Users not familiar with reports and the data that they include, use this function to review the information which will be printed before committing it to the printer. Also use as a quick on-screen enquiry if no hard copy is required.
Email: Open the E-mail window and insert the report as an attachment.
Export: Export the report to a separate file in the selected format e.g. .pdf, .xls, .csv, HTML, .rpt
Special Note On Saving New Records and Changes
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