Table of Contents
1. Introduction and Overview
2. Basic Navigation
4. Lists / Resources
Work-Based Learning Plans
Searching, Finding, Merging, Managing Records
Youth Information Screens
2. Basic Navigation
Navigation Buttons and Filters
Many of the screens include a set of buttons and filters to help with finding and filtering for records and for moving from one record to another. The selection of buttons varies from one screen to the next, depending on the needs of each screen. Buttons include:
ADD: Click this button to add a new record. As an important reminder, please use the filters to check to see if a record already exists before adding a new record.
NEXT and PREV: Use these buttons where available to move to the next record in a table or to move to a previous record. This may be useful, for example, if you are looking through all of the records in the Youth Profile screen or other similar screens.
GO TO RECORD (GO): To find a record and go directly to that record, use the -GO TO RECORD- dropdown list to find a participant name, organization name or job title, or other key identifier and click the button to GO to that record.
FILTER / SORT: Use the Filter/Sort button to open a popup box that provides flexible filtering and sorting options. In this box, you can create filters by choosing a field (such as Lastname or OrganizationName or PositionJobTitle) and a function, such as "Equals" or "Contains" or "Greater Than" or "Less Than" and then entering some criteria. For example, you might search for "OrganizationName Contains YMCA." Or "Lastname Equals Smith." You may also choose to SORT by any fields as desired. Click the button to APPLY these filter/sort settings. This feature can be helpful for displaying a sub-set of records while you work.
REFRESH / CLEAR: This button will clear any filters, including the custom filter/sort options and the QUICK FILTER described below. Clicking this button will always refresh the screen... be sure to save any work first.
Quick Filters (-FILTER BY-): The quick filter dropdown allows you to filter the screen by a particular category, such as filtering the job descriptions screen by job category. Choose an option from the dropdown list and click to APPLY the filter. Choose REFRESH / CLEAR later when you are ready to remove the filter.