Contents

1. Welcome to Getting Started User Guide

  • 1.1 Accessing Application
  • 1.1.1 Signing In
  • 1.1.2 Signing Out
  • 1.2 Application Environment
  • 1.3 How to’s
  • 1.3.1 Viewing Records
  • 1.3.2 Searching Records
  • 1.3.3 Editing Records
  • 1.3.4 Copying Records
  • 1.3.5 Unlocking Records
  • 1.3.6 Deleting Records
  • 1.3.7 Printing Records
  • 1.3.8 Authorizing Records
  • 1.3.9 Minimizing Records
  • 1.3.10 Closing Records
  • 1.4 Screen/Dashboard
  • 1.4.1 Mandatory and Optional Fields
  • 1.4.2 Configuring Tile
  • 1.4.3 Closing Tile
  • 1.4.4 Reordering Tile
  • 1.4.5 Expanding Tile
  • 1.4.6 Adding Tile
  • 1.5 Common Fields
  • 1.6 Common Buttons/Icons

    • 2. Reference and Feedback

  • 2.1 References
  • 2.1.1 Documentation Accessibility
  • 2.2 Feedback and Support