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- Change Job Code: This enables the User to change the Job Code of the currently displayed record (Job Master). Therefore it is first necessary to find and open the correct Job Number. As with the Delete function, use this button with care.
- Transfer Log: Allows the user to create a child log linked to the parent log.
- Query Log: Used in the Service Desk module to open a Lookup Window similar
to the Job and Client/Supplier Lookup. The <F4> key is not active in the Log Maintenance program.
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- 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
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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Check-Boxes
These are like On/Off or Yes/No Switches, their state (On or Off, Yes or No) being determined by the presence or absence of a Tick , Cross or Dot (depending on the type of Check Box used. Review the following illustrations for examples of the Check Boxes that will be encountered throughout Workbench. For a description of how a List Box works, see the Finding Information section which follows.Checkbox (Cross)
Checkbox (Dot)
Checkbox (Tick)
FINDING 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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