...
Any time an existing item is altered in the data entry form, the User must click the
button at the bottom of the form in order to make the changes permanent. If a User attempts to exit the form without saving, the User is prompted to either return to the form to save the changes or to proceed without saving.
Likewise, an item can be deleted by clicking the 
button at the bottom of the data entry form. Whenever the 'Delete' icon is selected, the User is presented with the option to confirm the Delete process or to cancel and return to the data entry form.
Located beside the Save and Delete buttons is the 
button. Selecting this function clears the data entry form of all information and prepares it to add a new item.
...
Whenever a red asterisk accompanies a data field or box, this field must contain data in order for the item to be saved successfully. If a User attempts to save the data entry form without addressing each Required field, the User is prompted to do so before proceeding.
Prev and Next
The 
button is short-hand for 'Previous'. Clicking this button steps the User on Record on Grid from the current record. This is based on the current sort in the Grid. For example, if the Grid is sorted numerically and the User is on "5" then clicking the Prev button moves the form to the data held on "4". The 
button steps in the opposite direction. In the previous example, clicking 'Next' would step the open form to the "6".
...
The appearance of a 'Search Icon' (
) inside the left margin of a data field or box allows the User to select an input from a list of relevant defaults. By clicking on the icon, the User is presented with a list of possible inputs specific to the nature of the data requested.
Typing in this field and then pressing the 'Enter' or 'Tab' key, clicking the icon, or clicking elsewhere presents the list with a search by the text entered. If there is only one matching result, the field is populated with the matching item.
Options Menu
The 
menu button is placed in the upper right corner of every Form that opens in PCR-360.
...
This Option creates a form with a link for the Users to copy. This link can then be sent to other Users and acts as a way to share forms easily. Not every form has a link associated with it. For instance, forms that are purely for data entry or selection does not have a link.
...
Permission Builders
...
This Option allows the User to utilize Permission Builders without leaving the current form.
...
If the User clicks the 'Save Perspective' menu option, they open the 'Perspective' form.
...
From here, the User can name their current Perspective, choose to overwrite an Existing Perspective (if any exist), and choose to Set as the Default Perspective. This functionality extends the capabilities of the Perspectives to make it easy to create them.
Additionally, there is a Menu option to 'View Perspectives' that opens the 'View Saved Perspectives' form.
...
Note: This form can also be opened by clicking on the Perspectives button.
Form Layout
...
The Form Layout menu has several options.
Save Layout - After adjusting the size of a form, the User can click Save Layout. The form is always that size from then on.
Restore Defaults - Resets the size of the form to its original size.
Titlebar Color - Allows the User to change the Color of a form's title bar.
Default - This is the Default color of the title bars.
Apply - The
button lets the User select a custom color on the title bar. The color is specific to the form being viewed and can help visually distinguish one important form from another.
...
Once the color desired is chosen, the User can now click the 
button to change the color of the title bar:
...
If a given form in the above example 'Service Order' has a Wiki associated with it, a User can navigate to that Wiki using this option. The Wiki page/section opens in a new tab and serves as a quick point of reference for potentially confusing materials.
Reports Menu
The 
menu button only appears on the form once a Report has been associated with a form.
...