Contents

Welcome to Getting Started User Guide 4

  • Accessing Application 4
  • Signing In 4
  • Signing Out 4
  • Application Environment 5
  • Screen Environment 6
  • How to’s 7
  • Accessing Records 8
  • Viewing Records 8
  • Searching Records 9
  • Refreshing Records 10
  • Creating/Configuring Records 10
  • Editing Records 10
  • Copying Records 10
  • Unlocking Records 10
  • Reopening Records 10
  • Deleting Records 11
  • Printing Records 11
  • Authorizing Records 11
  • Minimizing Records 11
  • Closing Records 11
  • Auditing Records 11
  • Screen/Dashboard 12
  • Pagination 12
  • Mandatory and Optional Fields 12
  • Configuring Tile 12
  • Closing Tile 13
  • Reordering Tile 13
  • Expanding Tile 13
  • Adding Tile 13
  • Common Fields 14
  • Common Buttons/Icons 15

    • Glossary 16

    Reference and Feedback 19

  • References 19
  • Documentation Accessibility 19
  • Feedback and Support 19