Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Audience
  • Conventions
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Resources
  • Screenshot Disclaimer
• 1 Getting Started
  • 1.1 Application Access
    • 1.1.1 Sign In
    • 1.1.2 Sign Out
  • 1.2 Application Environment
    • 1.2.1 Screen Environment
      • 1.2.1.1 Dashboard
      • 1.2.1.2 Summary Screen
      • 1.2.1.3 Maintenance Screen
  • 1.3 How to’s
    • 1.3.1 Access the Records
    • 1.3.2 View the Records
      • 1.3.2.1 Tile View
      • 1.3.2.2 Tile View with Context Menu
      • 1.3.2.3 List View
      • 1.3.2.4 Flip View
    • 1.3.3 Search the Records
    • 1.3.4 Refresh the Records
    • 1.3.5 Create / Configure the Records
    • 1.3.6 Edit the Records
    • 1.3.7 Copy the Records
    • 1.3.8 Unlock the Records
    • 1.3.9 Reopen the Records
    • 1.3.10 Delete the Records
    • 1.3.11 Print the Records
    • 1.3.12 Authorize the Records
    • 1.3.13 Minimize and Maximize the Records
    • 1.3.14 Close the Records
    • 1.3.15 Audit the Records
  • 1.4 Screen / Dashboard
    • 1.4.1 Pagination
    • 1.4.2 Mandatory and Optional Fields
    • 1.4.3 Configure Tile
    • 1.4.4 Remove Tile
    • 1.4.5 Reorder Tile
    • 1.4.6 Expand Tile
    • 1.4.7 Add Tile
  • 1.5 Icons
  • 1.6 Basic Actions
  • 1.7 Common Buttons
  • 1.8 Common Fields
• Index