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 DoBUTTONS:
- Display: Displays the chosen information.
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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
- There are currently two "buttons" for saving new records or changes to existing records. The first has been illustrated above. The second, the Save Bar, is illustrated. The Save Bar has two "states" as shown in the illustration. The first, the left arrowhead, indicates an "inactive" state. You may have a record displayed on the screen, but no changes have been made to the data, or the data entry fields are blank (typically when you first open a program – such as Job Maintenance. The second "state" – the little pencil shown in the right hand column of the illustration above – indicates changes made to the contents of the screen which haven't yet been written back to the database. WARNING! While this pencil is displayed (the record is in an OPEN state), the record you have open, for instance the Name and Address details of a Client, is LOCKED to all other Users. That is to say, no one else can gain access to it in Data Entry Mode (other than in either Enquiry or Reporting Modes). It is therefore important that you do not leave a record in this state for any longer than is necessary. To close, and thereby release or UNLOCK this record, position the mouse pointer over the bar with the pencil displayed, and click once with the left mouse button. To avoid saving inadvertent changes, press the <ESC> (Escape) key.
Using the Keyboard
The Keyboard USING THE KEYBOARD:
The Keyboard implementation of Workbench is as per any standard Application. However, the use of the following Keys has been detailed for User convenience.
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Checkbox (Dot)
Checkbox (Tick)
Finding InformationFINDING INFORMATION:
- One of the most important functions to be provided with Workbench is to make available to the User, the ability to find the correct data quickly and easily. In addition, it is important to be able to access analysis type information from the points at which is required without requiring reference to printed lists or forcing the User to "switch" programs in order to search for the correct Code. Specifically, this means being able to find the correct Client/Supplier or Job references, or other "codified" analysis data such as Job Type, Activity Groups, or Profit Centres as examples.
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